Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HELKF (Henkel AG & Co. KGaA) | -0.77% | 3.09% | 1.53% | -3.67% | -1.39% | 5.67% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HELKF (Henkel AG & Co. KGaA) | 03/10/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 3.09 | 1.53 | -3.67 | -1.39 | 5.67 | NA | … | … | -0.77 | -3.36 | 31.13 | -1.16 | -11.88 | -14.51 | -0.40 | -6.00 | -14.10 | 16.15 | 12.44 | 4.34 | -4.76 | 133.94 | 0.00 |
| Sharpe Ratio | NA | 0.44 | 0.03 | -0.22 | -0.11 | NA | NA | … | … | 0.59 | -0.31 | 1.18 | -0.27 | -0.47 | -0.82 | -0.02 | -0.37 | -0.90 | 0.89 | 0.87 | 0.31 | -0.56 | 1.96 | 0.00 |
| Standard Deviation(%) | NA | 17.47 | 21.33 | 22.02 | 21.37 | NA | NA | … | … | 21.37 | 20.32 | 23.39 | 18.09 | 28.37 | 17.67 | 30.08 | 19.95 | 17.31 | 17.57 | 13.98 | 14.00 | 8.53 | 68.23 | NA |
| Draw Down(%) | NA | 11.22 | 17.78 | 41.90 | 51.63 | NA | NA | … | … | 10.52 | 13.00 | 14.61 | 17.79 | 35.71 | 25.58 | 33.16 | 15.58 | 24.23 | 3.58 | 8.33 | 11.07 | 11.40 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.76 | 3.69 | 2.43 | 2.03 | 4.06 | 2.80 | … | … | 5.55 | 2.79 | 3.14 | 3.16 | 2.42 | 2.03 | 2.22 | 1.82 | 1.49 | 1.54 | 1.55 | 1.42 | 1.24 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELKF (Henkel AG & Co. KGaA) |
-11.84%
Oct 2020 – Oct 2023 |
-11.14%
Oct 2017 – Oct 2022 |
-2.49%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HELKF (Henkel AG & Co. KGaA) |
39.29%
Apr 2012 – Apr 2015 |
27.05%
Apr 2013 – Apr 2018 |
8.13%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart