Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRVWY (Friedrich Vorwerk Group SE) | -22.70% | 13.82% | 92.81% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRVWY (Friedrich Vorwerk Group SE) | 09/21/2021 | 06/10/2026 |
| 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 (%) | 0.00 | 13.82 | 92.81 | NA | NA | NA | NA | … | … | -22.70 | 265.59 | 74.39 | -38.95 | -49.46 | 0.00 |
| Sharpe Ratio | NA | 0.14 | 1.72 | NA | NA | NA | NA | … | … | -1.14 | 3.60 | 2.15 | -0.52 | -0.66 | 0.00 |
| Standard Deviation(%) | NA | 61.65 | 51.28 | NA | NA | NA | NA | … | … | 44.55 | 73.50 | 32.89 | 82.66 | 77.01 | NA |
| Draw Down(%) | NA | 39.15 | 39.15 | NA | NA | NA | NA | … | … | 32.75 | 26.21 | 6.25 | 58.52 | 67.22 | 0.00 |
| Yield(%) | 2.35 | 2.55 | 6.72 | 0.97 | 0.48 | 0.32 | 0.24 | … | … | 1.73 | 1.24 | 0.82 | 0.49 | 0.40 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRVWY (Friedrich Vorwerk Group SE) |
-18.66%
Nov 2021 – Nov 2024 |
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 |
|---|---|---|---|---|
| FRVWY (Friedrich Vorwerk Group SE) |
100.25%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart