Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLKHF (HELLA GmbH & Co. KGaA) | 0.79% | 2.11% | 7.89% | 8.16% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/15/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLKHF (HELLA GmbH & Co. KGaA) | 07/15/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.11 | 7.89 | 8.16 | NA | NA | NA | … | … | 0.79 | 3.53 | 20.35 | 3.48 | 13.93 | 9.83 | 18.64 | 37.06 | -34.09 | 71.34 | 8.93 |
| Sharpe Ratio | NA | -0.35 | 0.52 | 0.44 | NA | NA | NA | … | … | -0.55 | 0.32 | 1.10 | -0.05 | 0.95 | 0.33 | 0.34 | 0.91 | -0.83 | 3.14 | 0.81 |
| Standard Deviation(%) | NA | 1.52 | 8.85 | 12.71 | NA | NA | NA | … | … | 1.21 | 2.07 | 15.15 | 3.44 | 13.18 | 30.16 | 53.78 | 39.32 | 42.95 | 22.64 | 24.56 |
| Draw Down(%) | NA | 0.09 | 4.61 | 12.01 | NA | NA | NA | … | … | 0.00 | 0.10 | 4.61 | 0.00 | 2.93 | 15.75 | 56.09 | 19.12 | 45.67 | 7.20 | 13.51 |
| Yield(%) | 0.00 | 0.00 | 1.20 | 1.97 | 3.39 | 2.26 | 1.70 | … | … | 0.00 | 2.24 | 0.92 | 3.37 | 0.70 | 1.52 | 0.00 | 6.10 | 1.68 | 2.41 | 2.20 |
Data as of 06/10/2026, Common starting date is 07/15/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLKHF (HELLA GmbH & Co. KGaA) |
-11.72%
Mar 2017 – Mar 2020 |
3.44%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLKHF (HELLA GmbH & Co. KGaA) |
41.91%
Mar 2020 – Mar 2023 |
28.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart