Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLKNF (Klöckner & Co SE) | 47.45% | 79.72% | 17.37% | 24.30% | 9.15% | NA | NA | … | … |
Data as of 05/22/2026, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLKNF (Klöckner & Co SE) | 08/20/2012 | 05/22/2026 |
| 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 (%) | 2.90 | 79.72 | 17.37 | 24.30 | 9.15 | NA | NA | … | … | 47.45 | 119.93 | -39.88 | -17.86 | -0.19 | 75.57 | 3.80 | -3.71 | -40.04 | -8.08 | 46.86 | -13.78 | -23.47 | 19.91 | 22.48 |
| Sharpe Ratio | NA | 1.47 | 0.25 | 0.42 | 0.16 | NA | NA | … | … | 4.22 | 1.91 | -0.98 | -0.43 | -0.06 | 1.34 | 0.05 | -0.20 | -1.00 | -0.84 | 1.21 | -1.11 | -0.69 | 0.69 | 1.66 |
| Standard Deviation(%) | NA | 52.36 | 56.27 | 51.86 | 46.43 | NA | NA | … | … | 39.38 | 62.71 | 47.93 | 52.11 | 27.73 | 56.29 | 64.72 | 25.20 | 41.22 | 10.46 | 38.43 | 12.41 | 34.04 | 28.80 | 45.99 |
| Draw Down(%) | NA | 26.51 | 54.29 | 61.23 | 67.74 | NA | NA | … | … | 7.17 | 26.51 | 41.92 | 42.65 | 24.63 | 0.00 | 37.24 | 17.60 | 47.94 | 10.65 | 0.00 | 14.78 | 36.53 | 18.18 | 15.55 |
| Yield(%) | 1.20 | 4.78 | 2.15 | 9.82 | 4.58 | 3.05 | 2.29 | … | … | 4.06 | 4.93 | 2.90 | 4.53 | 18.90 | 0.00 | 0.00 | 4.35 | 2.99 | 1.68 | 0.00 | 2.15 | 0.00 | 0.00 | 0.00 |
Data as of 05/22/2026, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLKNF (Klöckner & Co SE) |
-31.16%
May 2017 – May 2020 |
-17.57%
Jun 2014 – Jun 2019 |
-6.95%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLKNF (Klöckner & Co SE) |
46.31%
Jun 2020 – Jun 2023 |
23.59%
Apr 2021 – Apr 2026 |
8.84%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart