Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LZAGY (Lonza Group AG) | -8.03% | -11.01% | 0.85% | -2.55% | 15.70% | 16.64% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZAGY (Lonza Group AG) | 01/21/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -11.01 | 0.85 | -2.55 | 15.70 | 16.64 | NA | … | … | -8.03 | 15.63 | 41.80 | -13.69 | -41.08 | 30.57 | 77.55 | 41.15 | -2.57 | 69.35 | 8.19 | 48.29 | 21.23 | 81.13 | -3.48 | -23.97 | 7.55 |
| Sharpe Ratio | NA | -0.55 | -0.12 | -0.10 | 0.45 | NA | NA | … | … | -0.87 | 0.51 | 1.24 | -0.46 | -1.14 | 1.21 | 2.25 | 1.60 | -0.15 | 3.33 | 0.32 | 2.01 | 0.81 | 3.19 | -0.10 | -0.59 | 0.29 |
| Standard Deviation(%) | NA | 23.42 | 31.46 | 32.06 | 29.40 | NA | NA | … | … | 26.48 | 25.00 | 30.76 | 37.88 | 37.55 | 25.26 | 34.22 | 24.74 | 26.25 | 20.72 | 24.54 | 24.02 | 26.22 | 25.39 | 37.21 | 40.47 | 27.55 |
| Draw Down(%) | NA | 19.80 | 47.50 | 58.97 | 58.97 | NA | NA | … | … | 18.66 | 17.36 | 14.69 | 47.50 | 46.56 | 18.46 | 23.38 | 12.04 | 27.17 | 8.45 | 20.28 | 12.07 | 14.17 | 13.74 | 46.60 | 37.49 | 21.64 |
| Yield(%) | 0.00 | 0.91 | 0.84 | 0.62 | 2.97 | 5.00 | 4.34 | … | … | 0.94 | 0.81 | 1.06 | 0.77 | 0.38 | 0.51 | 0.38 | 1.04 | 1.11 | 9.52 | 1.62 | 2.35 | 2.58 | 4.23 | 3.71 | 2.97 | 2.12 |
Data as of 06/10/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZAGY (Lonza Group AG) |
-16.40%
Oct 2020 – Oct 2023 |
-0.14%
Apr 2021 – Apr 2026 |
15.52%
Apr 2016 – Apr 2026 |
16.16%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZAGY (Lonza Group AG) |
62.90%
May 2012 – May 2015 |
47.68%
May 2012 – May 2017 |
35.66%
May 2012 – May 2022 |
19.57%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart