Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEMHF (Siemens Healthineers AG) | -22.03% | -22.53% | -9.51% | -5.16% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEMHF (Siemens Healthineers AG) | 05/25/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.55 | -22.53 | -9.51 | -5.16 | NA | NA | NA | … | … | -22.03 | 0.09 | -7.30 | 16.88 | -33.49 | 52.59 | 9.45 | 10.53 | 11.36 |
| Sharpe Ratio | NA | -0.68 | -0.43 | -0.25 | NA | NA | NA | … | … | -1.19 | -0.07 | -0.49 | 0.46 | -0.92 | 1.80 | 0.27 | 0.42 | 0.87 |
| Standard Deviation(%) | NA | 41.12 | 32.73 | 33.76 | NA | NA | NA | … | … | 43.53 | 37.89 | 22.39 | 28.83 | 38.05 | 29.18 | 34.15 | 21.66 | 20.97 |
| Draw Down(%) | NA | 32.89 | 37.57 | 47.22 | NA | NA | NA | … | … | 31.08 | 22.50 | 17.52 | 24.01 | 46.48 | 11.85 | 31.20 | 10.92 | 12.73 |
| Yield(%) | 0.00 | 2.18 | 1.28 | 1.41 | 1.60 | 1.06 | 0.80 | … | … | 2.26 | 0.00 | 1.74 | 1.92 | 1.13 | 1.56 | 1.68 | 1.60 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMHF (Siemens Healthineers AG) |
-11.47%
Apr 2023 – Apr 2026 |
-5.22%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMHF (Siemens Healthineers AG) |
22.67%
Dec 2018 – Dec 2021 |
9.30%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart