Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SONVF (Sonova Holding AG) | -1.40% | -15.19% | -0.03% | -5.05% | 8.57% | 7.95% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SONVF (Sonova Holding AG) | 09/24/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.68 | -15.19 | -0.03 | -5.05 | 8.57 | 7.95 | NA | … | … | -1.40 | -16.72 | 1.45 | 39.83 | -38.68 | 51.51 | 16.04 | 42.66 | 4.65 | 33.93 | -6.51 | -12.85 | 14.38 | 20.95 | 9.24 | -18.11 | 8.44 | 98.87 | -46.84 | 20.63 |
| Sharpe Ratio | NA | -0.23 | 0.01 | -0.14 | 0.21 | NA | NA | … | … | 0.18 | -0.62 | -0.06 | 0.94 | -0.87 | 1.47 | 0.30 | 1.81 | 0.11 | 1.59 | -0.35 | -0.55 | 0.77 | 0.88 | 0.33 | -0.37 | 0.34 | 2.37 | -0.98 | 4.55 |
| Standard Deviation(%) | NA | 38.17 | 36.97 | 38.83 | 35.90 | NA | NA | … | … | 47.31 | 31.52 | 36.11 | 38.95 | 46.23 | 35.10 | 52.80 | 22.70 | 28.69 | 21.06 | 19.25 | 23.39 | 18.61 | 23.84 | 28.02 | 49.04 | 24.87 | 41.69 | 48.67 | 21.55 |
| Draw Down(%) | NA | 33.09 | 44.40 | 51.28 | 51.28 | NA | NA | … | … | 27.03 | 32.84 | 19.26 | 28.21 | 47.62 | 18.26 | 43.70 | 8.18 | 30.00 | 14.64 | 17.41 | 19.11 | 10.75 | 14.88 | 20.80 | 44.69 | 20.49 | 24.92 | 65.40 | 2.26 |
| Yield(%) | 0.00 | 1.68 | 1.84 | 1.28 | 2.53 | 2.72 | 2.36 | … | … | 0.00 | 1.62 | 1.47 | 2.18 | 1.17 | 1.35 | 0.00 | 1.82 | 1.70 | 2.02 | 1.71 | 1.49 | 1.61 | 1.45 | 1.15 | 0.95 | 0.91 | 1.52 | 0.84 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONVF (Sonova Holding AG) |
-10.24%
Apr 2023 – Apr 2026 |
-4.40%
Apr 2021 – Apr 2026 |
4.47%
Dec 2007 – Dec 2017 |
5.86%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONVF (Sonova Holding AG) |
37.87%
Oct 2018 – Oct 2021 |
28.59%
Dec 2016 – Dec 2021 |
18.78%
Aug 2011 – Aug 2021 |
14.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart