Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTRUY (Daimler Truck Holding AG) | 11.60% | 13.99% | 21.28% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTRUY (Daimler Truck Holding AG) | 12/13/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.17 | 13.99 | 21.28 | NA | NA | NA | NA | … | … | 11.60 | 21.94 | 5.92 | 26.66 | -14.50 | -9.55 |
| Sharpe Ratio | NA | 0.46 | 0.65 | NA | NA | NA | NA | … | … | 1.27 | 0.51 | 0.07 | 0.88 | -0.37 | -1.73 |
| Standard Deviation(%) | NA | 31.82 | 32.39 | NA | NA | NA | NA | … | … | 33.57 | 37.75 | 31.22 | 26.25 | 43.66 | 49.55 |
| Draw Down(%) | NA | 25.71 | 33.55 | NA | NA | NA | NA | … | … | 12.81 | 29.39 | 33.55 | 20.17 | 45.11 | 12.06 |
| Yield(%) | 0.00 | 5.17 | 8.30 | 3.94 | 1.97 | 1.31 | 0.99 | … | … | 5.06 | 5.81 | 5.45 | 4.62 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTRUY (Daimler Truck Holding AG) |
10.50%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTRUY (Daimler Truck Holding AG) |
28.44%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart