Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSNUF (Fresenius SE & Co. KGaA) | -2.77% | 44.05% | 28.84% | 5.10% | -0.03% | NA | NA | … | … |
Data as of 04/14/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSNUF (Fresenius SE & Co. KGaA) | 03/15/2012 | 04/14/2026 |
| 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 (%) | 0.00 | 44.05 | 28.84 | 5.10 | -0.03 | NA | NA | … | … | -2.77 | 70.17 | 7.11 | 17.56 | -29.45 | -8.87 | -19.58 | 26.08 | -41.18 | 3.91 | 6.15 | 39.94 | 1.73 | 36.52 | 15.10 |
| Sharpe Ratio | NA | 0.93 | 0.64 | 0.07 | -0.05 | NA | NA | … | … | -1.22 | 1.35 | 0.09 | 0.40 | -0.72 | -0.31 | -0.39 | 1.09 | -1.26 | 0.25 | 0.21 | 1.69 | 0.01 | 2.46 | 1.04 |
| Standard Deviation(%) | NA | 44.25 | 40.03 | 38.57 | 35.72 | NA | NA | … | … | 9.81 | 50.76 | 38.63 | 35.21 | 43.24 | 29.00 | 50.81 | 22.57 | 33.79 | 12.93 | 28.37 | 23.55 | 221.16 | 14.82 | 18.65 |
| Draw Down(%) | NA | 10.78 | 20.54 | 62.07 | 75.49 | NA | NA | … | … | 4.65 | 10.78 | 16.74 | 20.54 | 53.60 | 29.86 | 49.53 | 21.59 | 47.60 | 11.70 | 16.17 | 6.76 | 67.45 | 6.12 | 9.59 |
| Yield(%) | 0.00 | 0.00 | 1.24 | 1.35 | 1.14 | 1.96 | 1.47 | … | … | 0.00 | 0.00 | 0.00 | 3.64 | 2.64 | 2.29 | 1.79 | 1.82 | 1.14 | 0.90 | 0.87 | 0.95 | 1.11 | 2.86 | 2.02 |
Data as of 04/14/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNUF (Fresenius SE & Co. KGaA) |
-25.49%
Oct 2019 – Oct 2022 |
-23.71%
Oct 2017 – Oct 2022 |
-5.40%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSNUF (Fresenius SE & Co. KGaA) |
41.72%
Oct 2022 – Oct 2025 |
23.24%
Jun 2012 – Jun 2017 |
3.06%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart