Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFCNF (INFICON Holding AG) | NA | 14.97% | 19.18% | 11.21% | 17.97% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFCNF (INFICON Holding AG) | 02/22/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.97 | 19.18 | 11.21 | 17.97 | NA | NA | … | … | -3.58 | 22.14 | 43.76 | 0.46 | 0.00 | 3.07 | 91.09 | 5.43 | 4.31 | 45.90 | -5.17 | -6.98 | 34.30 |
| Sharpe Ratio | NA | 0.50 | 0.63 | 0.46 | 0.75 | NA | NA | … | … | -0.42 | 1.04 | 1.11 | -2.13 | 0.00 | 0.93 | 2.14 | 0.77 | 0.87 | 1.37 | -0.16 | -0.49 | 0.81 |
| Standard Deviation(%) | NA | 23.78 | 25.09 | 19.43 | 21.96 | NA | NA | … | … | 18.53 | 17.75 | 36.44 | 0.46 | NA | 3.02 | 41.81 | 5.30 | 4.23 | 33.40 | 31.99 | 14.42 | 50.54 |
| Draw Down(%) | NA | 10.53 | 10.53 | 10.53 | 10.53 | NA | NA | … | … | 10.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.27 | 25.40 | 15.11 | 25.11 |
| Yield(%) | 0.00 | 2.44 | 2.30 | 1.47 | 4.54 | 4.35 | 3.26 | … | … | 2.04 | 2.37 | 0.00 | 0.46 | 0.00 | 2.98 | 1.29 | 5.15 | 4.13 | 4.86 | 5.20 | 4.60 | 5.84 |
Data as of 09/26/2025, Common starting date is 02/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCNF (INFICON Holding AG) |
0.15%
Apr 2020 – Apr 2023 |
6.20%
Jan 2014 – Jan 2019 |
11.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFCNF (INFICON Holding AG) |
31.04%
Apr 2016 – Apr 2019 |
25.94%
Jan 2016 – Jan 2021 |
18.95%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart