Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUZRY (Sulzer A G ADR) | NA | 44.62% | 16.74% | 11.50% | NA | NA | NA | … | … |
Data as of 06/17/2022, Common starting date is 06/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUZRY (Sulzer A G ADR) | 06/09/2016 | 06/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.62 | 16.74 | 11.50 | NA | NA | NA | … | … | -32.58 | 7.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.82 | -0.59 | -0.51 | NA | NA | NA | … | … | -0.98 | 1.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 33.77 | 17.86 | 13.64 | NA | NA | NA | … | … | 59.33 | 7.16 | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 32.58 | 32.58 | 32.58 | NA | NA | NA | … | … | 32.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 49.93 | 19.75 | 13.41 | 6.93 | 4.62 | 3.46 | … | … | 0.00 | 54.72 | 4.52 | 3.85 | 3.97 | 2.23 | 0.00 |
Data as of 06/17/2022, Common starting date is 06/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUZRY (Sulzer A G ADR) |
3.47%
Jul 2016 – Jul 2019 |
4.03%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUZRY (Sulzer A G ADR) |
34.89%
Dec 2018 – Dec 2021 |
21.19%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart