Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOTDF (Ströer SE & Co. KGaA) | NA | 4.23% | -1.45% | 9.45% | 12.58% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOTDF (Ströer SE & Co. KGaA) | 06/26/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.23 | -1.45 | 9.45 | 12.58 | NA | NA | … | … | 26.52 | 37.15 | 9.44 | -48.01 | -8.60 | 74.07 | 3.69 | 2.37 | 50.69 | 30.16 | 27.80 | 31.02 | 86.44 |
| Sharpe Ratio | NA | 0.05 | -0.08 | 0.14 | 0.25 | NA | NA | … | … | 1.70 | 0.79 | 0.90 | -0.53 | -0.74 | 1.43 | 0.61 | 0.42 | 1.28 | 0.44 | 1.20 | 1.08 | 2.70 |
| Standard Deviation(%) | NA | 26.29 | 59.94 | 52.19 | 44.42 | NA | NA | … | … | 20.49 | 42.59 | 6.46 | 92.86 | 11.72 | 51.35 | 3.63 | 2.35 | 39.15 | 67.88 | 23.22 | 28.58 | 86.73 |
| Draw Down(%) | NA | 21.79 | 59.34 | 61.67 | 61.67 | NA | NA | … | … | 5.07 | 17.61 | 0.00 | 59.34 | 10.73 | 0.00 | 0.00 | 0.00 | 0.00 | 34.14 | 0.00 | 6.91 | 0.00 |
| Yield(%) | 0.00 | 8.09 | 5.27 | 7.24 | 8.60 | 17.91 | 13.43 | … | … | 9.82 | 13.63 | 5.05 | 3.05 | 2.42 | 4.04 | 3.56 | 2.32 | 2.89 | 2.37 | 1.71 | 0.56 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOTDF (Ströer SE & Co. KGaA) |
-19.58%
Dec 2020 – Dec 2023 |
-6.67%
Sep 2017 – Sep 2022 |
9.54%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOTDF (Ströer SE & Co. KGaA) |
83.41%
Jul 2013 – Jul 2016 |
44.35%
Jul 2013 – Jul 2018 |
19.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart