Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMNY (Siemens Healthineers AG ADR) | -21.96% | -23.22% | -9.01% | -5.29% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMNY (Siemens Healthineers AG ADR) | 05/17/2018 | 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 (%) | 3.55 | -23.22 | -9.01 | -5.29 | NA | NA | NA | … | … | -21.96 | 1.22 | -6.99 | 18.71 | -32.36 | 48.15 | 10.11 | 16.70 | 4.06 |
| Sharpe Ratio | NA | -1.03 | -0.53 | -0.28 | NA | NA | NA | … | … | -1.76 | -0.07 | -0.48 | 0.57 | -0.91 | 2.16 | 0.28 | 0.65 | 0.19 |
| Standard Deviation(%) | NA | 25.32 | 24.33 | 27.77 | NA | NA | NA | … | … | 26.92 | 25.49 | 22.09 | 26.58 | 37.27 | 22.31 | 35.21 | 23.52 | 27.17 |
| Draw Down(%) | NA | 31.25 | 35.09 | 46.77 | NA | NA | NA | … | … | 27.84 | 21.27 | 16.77 | 25.20 | 46.16 | 10.94 | 29.91 | 14.43 | 18.74 |
| Yield(%) | 0.00 | 2.15 | 1.87 | 1.78 | 1.95 | 1.30 | 0.97 | … | … | 2.22 | 1.89 | 1.80 | 2.03 | 1.28 | 1.86 | 1.82 | 1.91 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMNY (Siemens Healthineers AG ADR) |
-11.36%
Apr 2023 – Apr 2026 |
-4.73%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMNY (Siemens Healthineers AG ADR) |
23.94%
Dec 2018 – Dec 2021 |
10.81%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart