Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SONVY (Sonova Holding AG) | -2.15% | -18.04% | -0.02% | -5.31% | 8.44% | 7.67% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SONVY (Sonova Holding AG) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | -18.04 | -0.02 | -5.31 | 8.44 | 7.67 | NA | … | … | -2.15 | -19.14 | 1.08 | 40.51 | -38.75 | 52.41 | 14.48 | 41.37 | 6.45 | 31.43 | -2.93 | -12.48 | 10.65 | 22.14 | 8.22 | 8.78 |
| Sharpe Ratio | NA | -0.65 | -0.06 | -0.23 | 0.24 | NA | NA | … | … | -0.06 | -0.95 | -0.10 | 1.30 | -0.95 | 1.80 | 0.36 | 1.87 | 0.21 | 1.78 | -0.15 | -0.62 | 0.62 | 0.95 | 0.29 | 0.28 |
| Standard Deviation(%) | NA | 26.77 | 25.14 | 30.40 | 28.61 | NA | NA | … | … | 31.31 | 23.26 | 25.04 | 28.65 | 42.38 | 29.13 | 39.36 | 21.37 | 24.69 | 17.33 | 20.57 | 20.10 | 17.15 | 23.35 | 28.50 | 42.88 |
| Draw Down(%) | NA | 31.38 | 43.66 | 50.69 | 50.69 | NA | NA | … | … | 23.92 | 31.74 | 17.82 | 28.55 | 48.85 | 17.38 | 42.47 | 8.47 | 29.61 | 15.32 | 22.19 | 18.19 | 12.33 | 16.86 | 22.72 | 31.73 |
| Yield(%) | 0.00 | 1.72 | 1.91 | 1.31 | 2.59 | 2.72 | 2.16 | … | … | 0.00 | 1.66 | 1.49 | 2.15 | 1.17 | 1.35 | 0.00 | 1.78 | 1.66 | 1.95 | 1.84 | 1.51 | 1.59 | 1.50 | 1.20 | 1.38 |
Data as of 06/10/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONVY (Sonova Holding AG) |
-10.08%
Mar 2022 – Mar 2025 |
-4.36%
Apr 2021 – Apr 2026 |
6.62%
Apr 2016 – Apr 2026 |
7.82%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONVY (Sonova Holding AG) |
37.87%
Oct 2018 – Oct 2021 |
28.11%
Dec 2016 – Dec 2021 |
17.73%
Aug 2011 – Aug 2021 |
7.82%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart