Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HENOF (Henkel AG & Co. KGaA) | -9.24% | -5.52% | -0.86% | -5.55% | -2.35% | 2.45% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HENOF (Henkel AG & Co. KGaA) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | -5.52 | -0.86 | -5.55 | -2.35 | 2.45 | NA | … | … | -9.24 | -7.30 | 13.56 | 19.40 | -13.69 | -26.70 | 14.61 | -7.58 | -12.54 | 12.66 | 7.63 | 6.15 | -5.69 | 40.71 | 46.58 | -7.64 |
| Sharpe Ratio | NA | -0.18 | -0.12 | -0.30 | -0.15 | NA | NA | … | … | -0.37 | -0.48 | 0.34 | 0.79 | -0.58 | -1.08 | 0.49 | -0.42 | -0.93 | 0.93 | 0.32 | 0.30 | -0.31 | 2.28 | 1.58 | -0.36 |
| Standard Deviation(%) | NA | 29.24 | 24.14 | 24.45 | 22.86 | NA | NA | … | … | 40.01 | 21.28 | 20.85 | 19.45 | 26.05 | 24.71 | 29.03 | 21.39 | 14.91 | 13.02 | 23.21 | 20.36 | 18.65 | 17.86 | 29.81 | 28.80 |
| Draw Down(%) | NA | 25.98 | 25.98 | 44.68 | 51.73 | NA | NA | … | … | 25.98 | 21.05 | 9.03 | 17.65 | 31.62 | 35.54 | 30.95 | 16.89 | 20.71 | 6.38 | 17.20 | 19.47 | 16.31 | 5.30 | 15.59 | 26.13 |
| Yield(%) | 0.00 | 0.00 | 1.77 | 1.48 | 1.72 | 2.61 | 2.22 | … | … | 0.00 | 2.72 | 2.48 | 3.00 | 2.26 | 1.97 | 3.82 | 1.92 | 1.68 | 1.47 | 1.50 | 1.30 | 1.46 | 1.15 | 1.84 | 1.15 |
Data as of 06/08/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENOF (Henkel AG & Co. KGaA) |
-14.05%
Mar 2017 – Mar 2020 |
-13.48%
Jun 2017 – Jun 2022 |
-2.64%
Apr 2016 – Apr 2026 |
2.76%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HENOF (Henkel AG & Co. KGaA) |
27.35%
Sep 2011 – Sep 2014 |
22.34%
Sep 2011 – Sep 2016 |
7.59%
Sep 2011 – Sep 2021 |
2.76%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart