Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBERF (Geberit AG) | -18.88% | -19.26% | 7.01% | -1.78% | 8.10% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBERF (Geberit AG) | 02/01/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | -19.26 | 7.01 | -1.78 | 8.10 | NA | NA | … | … | -18.88 | 46.18 | -9.36 | 36.10 | -41.21 | 31.61 | 17.76 | 46.39 | -6.78 | 9.69 | 20.10 | 3.23 | 18.83 | 39.78 | 7.87 |
| Sharpe Ratio | NA | -0.92 | 0.15 | -0.12 | 0.22 | NA | NA | … | … | -1.37 | 1.72 | -0.56 | 1.16 | -1.06 | 0.62 | 0.49 | 2.59 | -0.42 | 0.81 | 0.89 | 0.16 | 1.14 | 1.93 | 0.87 |
| Standard Deviation(%) | NA | 24.09 | 25.25 | 33.53 | 29.77 | NA | NA | … | … | 30.36 | 25.74 | 23.20 | 28.27 | 40.40 | 50.58 | 35.54 | 17.33 | 19.64 | 11.25 | 22.41 | 20.30 | 16.48 | 20.64 | 9.96 |
| Draw Down(%) | NA | 23.03 | 23.03 | 51.70 | 51.70 | NA | NA | … | … | 23.03 | 8.60 | 14.92 | 14.42 | 49.00 | 18.23 | 29.09 | 4.92 | 20.37 | 9.04 | 10.16 | 20.92 | 13.43 | 8.11 | 5.48 |
| Yield(%) | 0.00 | 0.00 | 1.80 | 1.47 | 3.07 | 4.87 | 3.65 | … | … | 0.00 | 2.80 | 2.23 | 2.85 | 1.65 | 1.96 | 2.08 | 2.84 | 2.52 | 2.52 | 2.58 | 2.57 | 2.88 | 1.79 | 3.38 |
Data as of 06/08/2026, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBERF (Geberit AG) |
-10.15%
Dec 2021 – Dec 2024 |
-1.23%
May 2021 – May 2026 |
7.31%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBERF (Geberit AG) |
31.40%
Dec 2018 – Dec 2021 |
21.12%
Jul 2012 – Jul 2017 |
13.52%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart