Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIEGY (Siemens AG ADR) | 8.39% | 20.91% | 22.49% | 15.46% | 15.23% | 10.00% | 10.85% | … | … |
Data as of 06/10/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIEGY (Siemens AG ADR) | 11/19/1996 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.78 | 20.91 | 22.49 | 15.46 | 15.23 | 10.00 | 10.85 | … | … | 8.39 | 48.14 | 6.32 | 39.98 | -18.31 | 23.86 | 25.10 | 20.31 | -16.66 | 16.47 | 32.85 | -11.21 | -16.59 | 34.88 | 19.27 | -20.64 | 39.19 | 25.50 | -51.01 | 62.69 | 17.26 | 2.73 | 6.27 | 94.32 | -34.78 | -23.56 | -0.39 | 101.56 | 8.02 | 27.08 | -4.36 |
| Sharpe Ratio | NA | 0.68 | 0.71 | 0.43 | 0.46 | NA | NA | … | … | 0.68 | 1.40 | 0.10 | 1.42 | -0.48 | 0.96 | 0.57 | 0.90 | -0.88 | 0.92 | 1.32 | -0.50 | -0.87 | 1.76 | 0.86 | -0.51 | 1.16 | 0.52 | -0.80 | 1.84 | 0.61 | 0.03 | 0.22 | 2.82 | -0.68 | -0.52 | -0.09 | 2.77 | 0.11 | 0.80 | -1.94 |
| Standard Deviation(%) | NA | 32.71 | 30.26 | 31.65 | 29.58 | NA | NA | … | … | 39.04 | 32.49 | 25.74 | 25.75 | 40.90 | 24.75 | 43.78 | 20.86 | 20.56 | 17.25 | 24.73 | 22.51 | 19.17 | 19.85 | 22.66 | 40.19 | 33.59 | 48.78 | 64.99 | 32.61 | 22.72 | 17.70 | 24.25 | 33.25 | 52.68 | 50.62 | 52.80 | 35.41 | 42.84 | 29.17 | 18.97 |
| Draw Down(%) | NA | 23.25 | 29.91 | 45.61 | 52.87 | NA | NA | … | … | 23.25 | 25.76 | 17.82 | 29.91 | 45.37 | 15.59 | 48.93 | 22.02 | 27.13 | 13.31 | 12.91 | 22.29 | 23.31 | 11.23 | 24.87 | 40.41 | 17.33 | 36.20 | 71.19 | 24.20 | 22.38 | 13.94 | 25.17 | 20.43 | 55.61 | 65.03 | 42.16 | 18.38 | 37.99 | 20.77 | 6.41 |
| Yield(%) | 0.00 | 2.50 | 3.22 | 3.14 | 5.65 | 4.26 | 6.06 | … | … | 2.22 | 2.81 | 2.80 | 3.28 | 2.60 | 2.96 | 12.49 | 3.85 | 3.13 | 3.09 | 4.02 | 3.32 | 3.02 | 6.26 | 4.05 | 2.97 | 2.57 | 2.60 | 1.49 | 1.88 | 1.76 | 1.52 | 0.35 | 2.19 | 1.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIEGY (Siemens AG ADR) |
-30.27%
Feb 2000 – Feb 2003 |
-7.45%
Feb 2000 – Feb 2005 |
-1.68%
Feb 2000 – Feb 2010 |
1.75%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIEGY (Siemens AG ADR) |
53.08%
Feb 1997 – Feb 2000 |
34.64%
Sep 2002 – Sep 2007 |
16.42%
Feb 2016 – Feb 2026 |
13.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart