Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSAGY (OSRAM Licht AG) | NA | -10.53% | 3.28% | -1.96% | NA | NA | NA | … | … |
Data as of 06/09/2023, Common starting date is 11/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSAGY (OSRAM Licht AG) | 11/24/2014 | 06/09/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.53 | 3.28 | -1.96 | NA | NA | NA | … | … | -4.23 | -1.50 | -5.66 | 22.80 | 16.28 | -27.05 | 52.34 | 2.47 | 2.48 | -4.24 |
| Sharpe Ratio | NA | -1.88 | 0.06 | -0.06 | NA | NA | NA | … | … | -1.98 | -0.18 | -0.16 | 0.24 | 0.34 | -0.45 | 1.40 | 0.93 | 1.00 | -2.57 |
| Standard Deviation(%) | NA | 7.35 | 35.32 | 53.11 | NA | NA | NA | … | … | 7.16 | 16.19 | 35.41 | 92.94 | 44.25 | 63.04 | 37.04 | 2.44 | 2.45 | 13.76 |
| Draw Down(%) | NA | 10.53 | 29.21 | 57.02 | NA | NA | NA | … | … | 4.60 | 10.88 | 24.96 | 51.23 | 38.05 | 59.60 | 0.00 | 0.00 | 0.00 | 4.24 |
| Yield(%) | 0.00 | 0.00 | 2.01 | 1.37 | 2.04 | 1.36 | 1.02 | … | … | 0.00 | 5.16 | 0.00 | 0.00 | 2.88 | 2.25 | 2.61 | 2.47 | 2.48 | 0.00 |
Data as of 06/09/2023, Common starting date is 11/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSAGY (OSRAM Licht AG) |
-16.49%
Mar 2017 – Mar 2020 |
-6.75%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSAGY (OSRAM Licht AG) |
29.10%
Feb 2015 – Feb 2018 |
12.09%
Nov 2015 – Nov 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart