Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLBZF (HeidelbergCement AG) | -23.02% | 2.52% | 42.81% | 22.17% | 12.89% | 10.48% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLBZF (HeidelbergCement AG) | 01/06/2010 | 06/10/2026 |
| 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 (%) | 1.91 | 2.52 | 42.81 | 22.17 | 12.89 | 10.48 | NA | … | … | -23.02 | 125.15 | 61.73 | 45.94 | -9.45 | -9.44 | 5.20 | 22.45 | -42.97 | 19.26 | 14.08 | 17.37 | -5.88 | 26.88 | 47.39 | -33.69 | -7.95 |
| Sharpe Ratio | NA | -0.02 | 0.82 | 0.41 | 0.27 | NA | NA | … | … | -0.75 | 2.16 | 1.35 | 1.48 | -0.26 | -0.28 | 0.10 | 0.85 | -1.80 | 1.35 | 0.56 | 0.67 | -0.23 | 0.94 | 1.31 | -0.68 | -0.19 |
| Standard Deviation(%) | NA | 61.89 | 49.91 | 45.12 | 38.80 | NA | NA | … | … | 67.97 | 56.97 | 43.05 | 28.81 | 41.79 | 34.13 | 49.04 | 24.78 | 24.66 | 13.81 | 24.55 | 25.69 | 25.59 | 28.61 | 36.53 | 49.95 | 43.96 |
| Draw Down(%) | NA | 37.96 | 37.96 | 56.01 | 69.48 | NA | NA | … | … | 37.96 | 18.41 | 17.09 | 16.64 | 46.73 | 33.66 | 55.20 | 19.62 | 46.12 | 6.82 | 18.59 | 21.52 | 29.74 | 17.27 | 33.88 | 57.23 | 47.26 |
| Yield(%) | 0.00 | 2.03 | 6.29 | 4.45 | 3.65 | 3.49 | 2.49 | … | … | 1.63 | 5.66 | 4.08 | 4.82 | 3.78 | 3.53 | 0.94 | 3.89 | 2.07 | 1.87 | 1.86 | 1.18 | 1.08 | 0.96 | 1.02 | 0.39 | 0.22 |
Data as of 06/10/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLBZF (HeidelbergCement AG) |
-21.77%
Mar 2017 – Mar 2020 |
-14.55%
Sep 2017 – Sep 2022 |
-1.52%
Apr 2010 – Apr 2020 |
9.36%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLBZF (HeidelbergCement AG) |
82.11%
Sep 2022 – Sep 2025 |
40.10%
Jun 2020 – Jun 2025 |
17.34%
Jan 2016 – Jan 2026 |
15.25%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart