Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMHLY (GAM Holding AG ADR) | NA | -30.00% | -32.73% | -42.04% | -25.40% | NA | NA | … | … |
Data as of 07/27/2023, Common starting date is 01/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMHLY (GAM Holding AG ADR) | 01/05/2009 | 07/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.00 | -32.73 | -42.04 | -25.40 | NA | NA | … | … | -39.13 | -17.86 | 0.00 | -38.60 | -9.52 | -79.21 | 28.94 | -31.09 | -3.67 | 1.14 | 33.08 | 25.24 | -35.98 | 35.54 | -69.37 |
| Sharpe Ratio | NA | -0.19 | -0.44 | -0.50 | -0.43 | NA | NA | … | … | -0.28 | -0.52 | 0.00 | -0.50 | -0.19 | -1.15 | 1.29 | -0.63 | -0.13 | 0.05 | 1.05 | 0.62 | -0.70 | 0.92 | -0.44 |
| Standard Deviation(%) | NA | 173.53 | 144.51 | 121.29 | 89.01 | NA | NA | … | … | 228.25 | 37.33 | 10.29 | 77.82 | 56.45 | 69.83 | 22.11 | 49.52 | 27.46 | 22.24 | 31.43 | 40.98 | 51.76 | 38.62 | 156.98 |
| Draw Down(%) | NA | 73.91 | 97.64 | 99.49 | 99.71 | NA | NA | … | … | 73.91 | 35.71 | 2.86 | 53.33 | 40.00 | 83.85 | 11.16 | 48.39 | 28.07 | 15.23 | 20.38 | 30.17 | 49.62 | 24.33 | 80.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.10 | 7.10 | 5.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.29 | 5.58 | 3.99 | 4.00 | 4.20 | 4.01 | 5.02 | 3.35 | 0.00 | 93.81 |
Data as of 07/27/2023, Common starting date is 01/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMHLY (GAM Holding AG ADR) |
-53.09%
Mar 2018 – Mar 2021 |
-54.02%
May 2018 – May 2023 |
-31.78%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMHLY (GAM Holding AG ADR) |
32.37%
Mar 2009 – Mar 2012 |
26.49%
Feb 2009 – Feb 2014 |
-1.20%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart