Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWGAY (Swatch Group AG ADR) | 22.05% | 53.08% | -1.85% | -4.77% | 0.56% | -2.20% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGAY (Swatch Group AG ADR) | 10/18/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.85 | 53.08 | -1.85 | -4.77 | 0.56 | -2.20 | NA | … | … | 22.05 | 20.34 | -30.68 | -2.51 | -4.94 | 13.45 | 1.87 | -2.08 | -27.21 | 33.71 | -8.41 | -20.14 | -32.39 | 32.34 | 38.02 | -16.56 | 13.90 |
| Sharpe Ratio | NA | 1.33 | -0.16 | -0.21 | -0.03 | NA | NA | … | … | 1.31 | 0.55 | -1.13 | -0.22 | -0.17 | 0.52 | 0.04 | -0.15 | -1.10 | 1.61 | -0.28 | -0.73 | -1.75 | 1.42 | 1.28 | -0.38 | 2.71 |
| Standard Deviation(%) | NA | 37.97 | 32.46 | 33.14 | 30.79 | NA | NA | … | … | 43.28 | 32.11 | 30.34 | 28.50 | 38.53 | 25.89 | 38.69 | 24.43 | 25.99 | 20.69 | 31.32 | 27.78 | 18.51 | 22.78 | 30.02 | 43.19 | 32.37 |
| Draw Down(%) | NA | 20.38 | 54.82 | 57.60 | 66.03 | NA | NA | … | … | 20.38 | 26.09 | 32.07 | 30.66 | 32.72 | 30.26 | 40.01 | 20.47 | 44.55 | 13.68 | 29.67 | 25.93 | 32.62 | 14.96 | 24.70 | 41.52 | 7.58 |
| Yield(%) | 0.00 | 3.39 | 2.09 | 1.65 | 2.06 | 1.37 | 1.32 | … | … | 2.70 | 3.00 | 2.67 | 2.24 | 1.79 | 1.42 | 2.00 | 2.76 | 1.97 | 2.21 | 2.26 | 1.82 | 1.30 | 1.39 | 1.63 | 0.98 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGAY (Swatch Group AG ADR) |
-22.47%
Sep 2013 – Sep 2016 |
-14.01%
May 2014 – May 2019 |
-8.60%
Apr 2014 – Apr 2024 |
-2.95%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGAY (Swatch Group AG ADR) |
22.44%
Mar 2020 – Mar 2023 |
7.31%
Jul 2016 – Jul 2021 |
1.74%
May 2016 – May 2026 |
-1.32%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart