Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DFRYF (Dufry AG) 18.49% 8.59% 11.11% 0.71% -4.45% -2.68% NA
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
DFRYF (Dufry AG) 10/18/2010 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 8.59 11.11 0.71 -4.45 -2.68 NA 18.49 23.13 2.59 -5.28 -14.33 -26.17 -23.27 13.22 -32.99 17.22 4.14 -23.97 -1.56 25.61 38.28 -10.77 0.00
Sharpe Ratio NA 0.21 0.20 -0.04 -0.11 NA NA 1.59 0.49 -0.10 -0.29 -0.23 -0.49 -0.20 0.31 -0.99 0.80 0.17 -0.75 -0.07 1.67 1.43 -0.26 0.00
Standard Deviation(%) NA 27.96 38.91 47.38 54.81 NA NA 29.02 41.88 40.63 32.63 68.82 52.98 119.09 38.00 34.67 20.75 23.20 32.17 23.39 15.35 27.06 41.02 NA
Draw Down(%) NA 14.39 34.86 59.66 86.51 NA NA 8.59 14.39 19.98 34.86 47.27 43.12 79.89 28.02 41.85 19.50 19.57 27.18 20.04 11.51 10.26 33.61 0.00
Yield(%) 0.00 0.00 1.91 0.86 1.38 0.95 0.88 0.00 2.81 3.81 0.00 0.00 0.00 3.83 4.34 4.96 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFRYF (Dufry AG) -40.87%
Jul 2017 – Jul 2020
-25.70%
Mar 2015 – Mar 2020
-12.21%
Oct 2013 – Oct 2023
-2.68%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFRYF (Dufry AG) 28.51%
Sep 2022 – Sep 2025
16.33%
Jul 2020 – Jul 2025
-1.72%
Dec 2010 – Dec 2020
-1.28%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return