Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRRMF (Gerresheimer AG) | NA | 10.20% | -0.23% | 9.28% | 6.10% | NA | NA | … | … |
Data as of 06/17/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRRMF (Gerresheimer AG) | 06/19/2012 | 06/17/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.20 | -0.23 | 9.28 | 6.10 | NA | NA | … | … | 3.43 | 59.92 | -31.00 | -9.45 | 44.92 | 19.53 | -14.56 | 1.12 | 1.12 | 41.35 | -13.07 | 35.98 | 5.53 |
| Sharpe Ratio | NA | 0.10 | -0.05 | 0.16 | 0.13 | NA | NA | … | … | 0.10 | 0.68 | -0.67 | -0.88 | 1.05 | 1.00 | -0.60 | 0.15 | 0.82 | 1.84 | -0.48 | 1.87 | 0.85 |
| Standard Deviation(%) | NA | 64.07 | 58.91 | 49.07 | 37.54 | NA | NA | … | … | 38.25 | 83.23 | 48.65 | 10.73 | 42.32 | 18.14 | 26.59 | 3.24 | 1.11 | 22.41 | 27.26 | 19.24 | 12.51 |
| Draw Down(%) | NA | 30.00 | 55.57 | 58.64 | 58.64 | NA | NA | … | … | 12.74 | 30.00 | 48.94 | 13.00 | 11.50 | 5.26 | 26.07 | 2.17 | 0.00 | 0.00 | 23.33 | 0.00 | 3.94 |
| Yield(%) | 0.00 | 0.00 | 0.76 | 1.38 | 1.65 | 1.84 | 1.38 | … | … | 0.00 | 1.92 | 1.31 | 1.17 | 1.60 | 3.79 | 1.43 | 1.36 | 1.10 | 1.36 | 1.09 | 1.36 | 0.00 |
Data as of 06/17/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRRMF (Gerresheimer AG) |
-11.75%
Sep 2019 – Sep 2022 |
-7.35%
Sep 2017 – Sep 2022 |
1.98%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRRMF (Gerresheimer AG) |
18.66%
Dec 2012 – Dec 2015 |
17.43%
Aug 2015 – Aug 2020 |
11.48%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart