Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTUAY (MTU Aero Engines AG) | -14.59% | -12.03% | 14.34% | 7.75% | 15.62% | 12.54% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTUAY (MTU Aero Engines AG) | 01/21/2010 | 06/09/2026 |
| 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 (%) | 1.06 | -12.03 | 14.34 | 7.75 | 15.62 | 12.54 | NA | … | … | -14.59 | 25.99 | 55.95 | 1.38 | 7.01 | -21.36 | -7.15 | 63.92 | 1.97 | 55.85 | 22.15 | 12.84 | -8.56 | 6.85 | 41.86 | 1.68 | 25.17 |
| Sharpe Ratio | NA | -0.48 | 0.37 | 0.15 | 0.38 | NA | NA | … | … | -0.81 | 0.72 | 2.33 | -0.07 | 0.14 | -0.65 | -0.10 | 2.65 | 0.02 | 2.44 | 0.96 | 0.59 | -0.47 | 0.30 | 1.68 | 0.06 | 0.73 |
| Standard Deviation(%) | NA | 33.94 | 31.60 | 32.99 | 36.06 | NA | NA | … | … | 44.39 | 32.33 | 22.45 | 30.70 | 39.60 | 32.88 | 70.65 | 23.60 | 27.02 | 22.69 | 22.94 | 21.61 | 18.43 | 22.45 | 25.08 | 29.60 | 36.61 |
| Draw Down(%) | NA | 32.35 | 34.43 | 43.51 | 63.93 | NA | NA | … | … | 32.35 | 22.55 | 11.23 | 35.45 | 38.05 | 31.11 | 63.93 | 7.29 | 23.86 | 9.78 | 13.07 | 18.10 | 14.39 | 15.85 | 10.93 | 23.13 | 14.27 |
| Yield(%) | 0.00 | 1.05 | 1.22 | 1.15 | 2.98 | 3.26 | 3.61 | … | … | 0.97 | 0.74 | 1.02 | 1.60 | 1.10 | 0.57 | 1.29 | 1.80 | 1.59 | 1.81 | 1.98 | 1.79 | 1.91 | 1.89 | 2.37 | 2.38 | 2.26 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| MTUAY (MTU Aero Engines AG) |
-15.92%
Sep 2019 – Sep 2022 |
-2.94%
Sep 2018 – Sep 2023 |
8.52%
Sep 2013 – Sep 2023 |
12.26%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTUAY (MTU Aero Engines AG) |
46.30%
Sep 2022 – Sep 2025 |
29.13%
Dec 2014 – Dec 2019 |
20.00%
Sep 2015 – Sep 2025 |
16.81%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart