Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KPLUF (K&S AG) 25.17% -2.52% 5.77% 4.96% -1.85% -7.59% NA
Data as of 06/05/2026, Common starting date is 06/13/2008
More Performance Analytics Comparison
Name Start Date End Date
KPLUF (K&S AG) 06/13/2008 06/05/2026
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 2009 2008
Annualized Return (%) 0.00 -2.52 5.77 4.96 -1.85 -7.59 NA 25.17 28.99 -24.38 -21.00 16.51 85.91 -24.46 -27.99 -26.29 5.75 -4.77 -4.27 -10.57 -31.06 4.37 -38.46 27.84 4.43 -59.35
Sharpe Ratio NA -0.15 -0.03 0.16 -0.07 NA NA 1.60 0.65 -0.94 -0.73 0.24 1.73 -0.33 -0.70 -0.91 0.24 -0.15 -0.07 -0.36 -0.71 0.15 -0.89 0.75 0.07 -0.81
Standard Deviation(%) NA 35.38 36.75 42.91 45.10 NA NA 44.19 40.28 29.92 34.24 62.00 49.74 75.49 41.90 30.52 21.18 32.48 57.96 29.20 43.93 28.71 43.26 36.80 58.94 100.51
Draw Down(%) NA 29.97 42.62 68.99 82.73 NA NA 16.37 29.97 25.43 37.04 52.95 22.78 58.31 45.87 43.19 14.25 27.49 42.56 30.64 53.94 24.92 46.57 33.74 38.56 76.94
Yield(%) 0.00 0.00 1.89 1.49 0.88 0.65 0.31 0.00 1.47 4.79 0.00 1.21 0.00 0.36 1.43 1.72 1.42 5.35 3.66 1.14 3.02 2.84 1.31 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KPLUF (K&S AG) -36.98%
May 2017 – May 2020
-28.84%
Jun 2015 – Jun 2020
-18.88%
Oct 2010 – Oct 2020
-10.41%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KPLUF (K&S AG) 48.94%
Apr 2020 – Apr 2023
26.00%
May 2020 – May 2025
-0.46%
Jul 2013 – Jul 2023
-3.63%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return