Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBGRY (Heidelberger Druckmaschinen AG ADR) | -31.78% | 1.39% | -5.68% | -7.87% | -7.43% | -7.52% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBGRY (Heidelberger Druckmaschinen AG ADR) | 10/01/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.39 | -5.68 | -7.87 | -7.43 | -7.52 | NA | … | … | -31.78 | 114.00 | -32.26 | -11.43 | -54.50 | 257.79 | -38.04 | -36.33 | -40.44 | 15.82 | 0.00 | 0.00 | -15.51 | 140.36 | -12.58 | -62.45 | 17.87 |
| Sharpe Ratio | NA | -0.02 | -0.10 | -0.15 | -0.13 | NA | NA | … | … | -0.49 | 1.18 | -0.49 | -0.35 | -0.66 | 3.56 | -0.48 | -0.60 | -0.62 | 0.68 | 0.00 | 0.00 | -0.46 | 2.19 | -0.88 | -1.42 | 0.33 |
| Standard Deviation(%) | NA | 109.35 | 88.59 | 81.82 | 72.30 | NA | NA | … | … | 124.94 | 96.68 | 80.03 | 44.85 | 84.79 | 72.48 | 79.93 | 63.21 | 66.90 | 22.54 | NA | NA | 33.65 | 64.18 | 14.42 | 44.01 | 283.39 |
| Draw Down(%) | NA | 51.37 | 58.89 | 78.98 | 84.63 | NA | NA | … | … | 51.37 | 38.36 | 40.32 | 45.45 | 72.16 | 26.07 | 52.59 | 46.05 | 51.42 | 14.49 | 0.00 | 0.00 | 25.47 | 16.41 | 13.56 | 62.45 | 74.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.94 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 58.72 |
Data as of 06/08/2026, Common starting date is 10/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBGRY (Heidelberger Druckmaschinen AG ADR) |
-39.49%
May 2017 – May 2020 |
-26.03%
May 2015 – May 2020 |
-15.69%
Dec 2010 – Dec 2020 |
-7.70%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBGRY (Heidelberger Druckmaschinen AG ADR) |
35.46%
May 2020 – May 2023 |
22.90%
Jul 2020 – Jul 2025 |
5.92%
Jan 2012 – Jan 2022 |
-4.15%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart