Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGIF (LEG Immobilien SE) | NA | -9.49% | -4.77% | -3.08% | 4.26% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 05/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGIF (LEG Immobilien SE) | 05/14/2013 | 05/28/2025 |
| 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 | -9.49 | -4.77 | -3.08 | 4.26 | NA | NA | … | … | -1.15 | 2.94 | 33.56 | -50.99 | -3.22 | 33.55 | 15.02 | -6.00 | 52.04 | -3.45 | 12.63 | 35.97 | 2.03 |
| Sharpe Ratio | NA | -0.41 | -0.17 | -0.14 | 0.09 | NA | NA | … | … | -0.16 | -0.02 | 0.67 | -1.09 | -0.16 | 0.73 | 0.64 | -0.43 | 3.20 | -0.14 | 0.53 | 1.52 | 0.17 |
| Standard Deviation(%) | NA | 31.40 | 43.08 | 36.77 | 32.13 | NA | NA | … | … | 36.50 | 30.30 | 45.22 | 48.27 | 19.95 | 45.47 | 21.06 | 17.29 | 16.14 | 26.46 | 23.57 | 23.71 | 18.64 |
| Draw Down(%) | NA | 32.05 | 49.13 | 66.18 | 66.18 | NA | NA | … | … | 15.85 | 19.66 | 35.72 | 59.90 | 13.86 | 37.28 | 12.89 | 14.85 | 5.29 | 28.41 | 16.45 | 13.15 | 11.17 |
| Yield(%) | 0.00 | 0.00 | 1.78 | 3.06 | 4.23 | 4.09 | 3.07 | … | … | 0.00 | 6.31 | 0.00 | 2.95 | 2.92 | 3.51 | 3.39 | 3.13 | 3.99 | 2.73 | 2.90 | 3.02 | 0.72 |
Data as of 05/28/2025, Common starting date is 05/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGIF (LEG Immobilien SE) |
-23.70%
Oct 2020 – Oct 2023 |
-9.46%
Jun 2018 – Jun 2023 |
2.22%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGIF (LEG Immobilien SE) |
27.64%
Jul 2013 – Jul 2016 |
21.06%
Jul 2013 – Jul 2018 |
7.55%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart