Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWHHF (Deutsche Wohnen SE) | -5.90% | -1.55% | 4.43% | -17.39% | -2.20% | 4.74% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWHHF (Deutsche Wohnen SE) | 12/21/2009 | 06/08/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.55 | 4.43 | -17.39 | -2.20 | 4.74 | NA | … | … | -5.90 | -11.18 | 14.21 | 19.32 | -50.67 | -17.90 | 32.76 | -11.10 | 6.62 | 49.14 | 12.84 | 19.70 | 18.32 | 15.35 | 27.27 | 63.63 | -5.85 | -10.48 |
| Sharpe Ratio | NA | -0.58 | 0.04 | -0.57 | -0.07 | NA | NA | … | … | -1.60 | -0.83 | 0.23 | 0.90 | -1.04 | -0.18 | 0.90 | -0.49 | 0.26 | 2.70 | 0.55 | 0.88 | 1.67 | 0.75 | 1.56 | 1.17 | -0.02 | -1.48 |
| Standard Deviation(%) | NA | 7.21 | 30.76 | 34.70 | 42.85 | NA | NA | … | … | 9.87 | 16.94 | 46.91 | 17.54 | 50.15 | 100.02 | 36.11 | 25.58 | 20.46 | 18.01 | 22.99 | 22.28 | 10.93 | 20.30 | 17.59 | 54.32 | 326.34 | 66.40 |
| Draw Down(%) | NA | 6.22 | 27.29 | 71.19 | 79.63 | NA | NA | … | … | 6.22 | 15.25 | 27.29 | 0.00 | 56.96 | 52.39 | 28.35 | 32.95 | 12.43 | 3.09 | 23.82 | 11.99 | 5.94 | 13.91 | 6.50 | 17.31 | 90.59 | 10.48 |
| Yield(%) | 0.00 | 0.33 | 0.33 | 0.08 | 1.41 | 2.88 | 3.09 | … | … | 0.32 | 0.16 | 0.17 | 0.19 | 0.09 | 1.95 | 2.50 | 2.06 | 0.00 | 2.73 | 2.23 | 2.10 | 2.28 | 1.52 | 2.04 | 3.16 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWHHF (Deutsche Wohnen SE) |
-35.86%
Mar 2021 – Mar 2024 |
-22.24%
Mar 2021 – Mar 2026 |
-1.44%
May 2016 – May 2026 |
4.88%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWHHF (Deutsche Wohnen SE) |
34.94%
Feb 2011 – Feb 2014 |
29.57%
Mar 2016 – Mar 2021 |
28.65%
Mar 2011 – Mar 2021 |
9.20%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart