Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGFEF (Siegfried Holding AG) | NA | 11.09% | 18.73% | 15.61% | NA | NA | NA | … | … |
Data as of 05/02/2023, Common starting date is 07/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGFEF (Siegfried Holding AG) | 07/25/2014 | 05/02/2023 |
| 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 (%) | 11.09 | 11.09 | 18.73 | 15.61 | NA | NA | NA | … | … | 4.25 | -19.96 | 79.48 | 10.71 | 18.91 | 25.32 | 52.10 | 2.53 | 11.79 | 0.01 |
| Sharpe Ratio | NA | 0.03 | 0.33 | 0.33 | NA | NA | NA | … | … | 0.03 | -0.17 | 1.70 | 1.03 | 0.07 | 0.24 | 0.15 | 0.02 | 0.07 | NA |
| Standard Deviation(%) | NA | 40.60 | 53.05 | 55.98 | NA | NA | NA | … | … | 40.60 | 186.51 | 70.59 | 10.15 | 160.15 | 166.13 | 261.49 | 205.39 | 114.44 | 0.00 |
| Draw Down(%) | NA | 6.16 | 24.89 | 24.89 | NA | NA | NA | … | … | 6.16 | 19.96 | 0.00 | 0.00 | 14.60 | 1.72 | 0.00 | 7.59 | 9.64 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.42 | 0.31 | 0.33 | 0.22 | 0.16 | … | … | 0.00 | 0.00 | 0.59 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/02/2023, Common starting date is 07/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGFEF (Siegfried Holding AG) |
60.58%
Apr 2020 – Apr 2023 |
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 |
|---|---|---|---|---|
| SGFEF (Siegfried Holding AG) |
63.01%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart