Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUFRY (Dufry AG ADR) | 0.31% | 13.28% | 11.21% | 0.02% | -5.30% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUFRY (Dufry AG ADR) | 10/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.03 | 13.28 | 11.21 | 0.02 | -5.30 | NA | NA | … | … | 0.31 | 51.85 | 3.97 | -5.57 | -16.00 | -21.20 | -38.65 | 17.65 | -36.63 | 14.62 | 9.45 | -20.34 | -18.06 | 35.85 | 6.00 |
| Sharpe Ratio | NA | 0.35 | 0.27 | -0.08 | -0.14 | NA | NA | … | … | -0.05 | 1.79 | 0.01 | -0.33 | -0.38 | -0.47 | -0.32 | 0.45 | -1.29 | 0.60 | 0.73 | -1.15 | -1.81 | 0.91 | 1.59 |
| Standard Deviation(%) | NA | 30.09 | 29.69 | 35.04 | 49.48 | NA | NA | … | … | 38.35 | 27.45 | 27.04 | 27.93 | 45.89 | 45.26 | 121.04 | 36.22 | 29.52 | 23.36 | 12.65 | 17.78 | 9.98 | 39.23 | 23.01 |
| Draw Down(%) | NA | 21.60 | 37.33 | 57.50 | 88.10 | NA | NA | … | … | 21.60 | 18.76 | 14.95 | 37.33 | 44.89 | 40.87 | 80.95 | 26.98 | 41.44 | 21.49 | 11.57 | 24.92 | 18.06 | 19.87 | 5.71 |
| Yield(%) | 0.00 | 2.77 | 2.53 | 1.10 | 0.97 | 0.59 | 0.45 | … | … | 2.45 | 3.01 | 1.98 | 0.00 | 0.00 | 0.00 | 0.00 | 4.10 | 2.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUFRY (Dufry AG ADR) |
-45.89%
Jul 2017 – Jul 2020 |
-29.29%
Jul 2015 – Jul 2020 |
-13.65%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUFRY (Dufry AG ADR) |
29.20%
Jul 2020 – Jul 2023 |
17.88%
Jul 2020 – Jul 2025 |
-3.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart