Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOAGY (Sartorius Aktiengesellschaft) | -5.03% | 16.76% | -8.11% | -6.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOAGY (Sartorius Aktiengesellschaft) | 10/14/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.60 | 16.76 | -8.11 | -6.63 | NA | NA | NA | … | … | -5.03 | 30.70 | -39.33 | -6.30 | -37.72 | 61.83 | -13.82 |
| Sharpe Ratio | NA | 0.34 | -0.24 | -0.12 | NA | NA | NA | … | … | -0.28 | 0.68 | -0.90 | -0.21 | -0.33 | 0.83 | -1.35 |
| Standard Deviation(%) | NA | 41.95 | 46.86 | 74.04 | NA | NA | NA | … | … | 49.10 | 41.10 | 47.98 | 48.82 | 120.38 | 74.73 | 37.06 |
| Draw Down(%) | NA | 23.17 | 53.34 | 70.86 | NA | NA | NA | … | … | 23.17 | 34.31 | 47.96 | 53.49 | 53.52 | 32.95 | 15.62 |
| Yield(%) | 0.00 | 0.37 | 0.23 | 0.28 | 0.14 | 0.09 | 0.07 | … | … | 0.30 | 0.35 | 0.21 | 0.43 | 0.21 | 0.21 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAGY (Sartorius Aktiengesellschaft) |
-29.26%
Dec 2021 – Dec 2024 |
-8.50%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOAGY (Sartorius Aktiengesellschaft) |
0.64%
Mar 2021 – Mar 2024 |
-5.60%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart