Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDZXF (Sandoz Group AG) | 12.33% | 58.66% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/09/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDZXF (Sandoz Group AG) | 10/09/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 58.66 | NA | NA | NA | NA | NA | … | … | 12.33 | 81.72 | 29.47 | 16.67 |
| Sharpe Ratio | NA | 1.70 | NA | NA | NA | NA | NA | … | … | 0.71 | 2.42 | 0.85 | 1.80 |
| Standard Deviation(%) | NA | 32.93 | NA | NA | NA | NA | NA | … | … | 40.35 | 32.80 | 30.37 | 52.11 |
| Draw Down(%) | NA | 20.41 | NA | NA | NA | NA | NA | … | … | 20.41 | 26.39 | 19.84 | 21.88 |
| Yield(%) | 0.00 | 1.99 | 2.80 | 1.68 | 0.84 | 0.56 | 0.42 | … | … | 1.41 | 1.79 | 1.77 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/09/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDZXF (Sandoz Group AG) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDZXF (Sandoz Group AG) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart