Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SULZF (Sulzer Ltd) | 7.00% | 1.60% | 35.09% | 14.98% | 11.40% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SULZF (Sulzer Ltd) | 04/19/2012 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 1.60 | 35.09 | 14.98 | 11.40 | NA | NA | … | … | 7.00 | 35.23 | 68.57 | 20.12 | -12.84 | -9.27 | -3.91 | 45.01 | -34.32 | 25.02 | 7.62 | 2.45 | -29.33 | -2.24 | 15.22 |
| Sharpe Ratio | NA | -0.06 | 0.93 | 0.15 | 0.08 | NA | NA | … | … | 0.28 | 0.77 | 2.63 | 0.75 | -0.21 | -0.04 | -0.01 | 1.83 | -0.71 | 1.11 | 0.23 | 0.07 | -1.13 | -0.14 | 0.82 |
| Standard Deviation(%) | NA | 33.31 | 33.84 | 78.80 | 122.36 | NA | NA | … | … | 41.97 | 42.45 | 24.69 | 22.16 | 66.97 | 264.07 | 290.05 | 23.75 | 50.73 | 22.10 | 32.10 | 32.78 | 25.96 | 16.06 | 27.37 |
| Draw Down(%) | NA | 18.53 | 18.53 | 72.31 | 72.31 | NA | NA | … | … | 18.53 | 16.56 | 7.06 | 15.31 | 47.23 | 56.31 | 48.49 | 3.09 | 45.55 | 7.80 | 18.31 | 22.22 | 30.83 | 16.94 | 15.94 |
| Yield(%) | 0.00 | 0.00 | 5.47 | 3.71 | 3.94 | 2.71 | 2.03 | … | … | 0.00 | 7.07 | 4.76 | 5.03 | 3.24 | 1.86 | 2.53 | 4.46 | 1.99 | 2.34 | 12.00 | 2.31 | 1.59 | 2.01 | 0.00 |
Data as of 06/09/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SULZF (Sulzer Ltd) |
-16.46%
Jan 2013 – Jan 2016 |
-9.73%
Sep 2017 – Sep 2022 |
-4.22%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SULZF (Sulzer Ltd) |
53.19%
Sep 2022 – Sep 2025 |
27.98%
Jun 2020 – Jun 2025 |
14.08%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart