Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXYAY (Sika AG ADR) | -7.15% | -29.00% | -11.45% | -9.59% | 12.37% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXYAY (Sika AG ADR) | 11/12/2015 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | -29.00 | -11.45 | -9.59 | 12.37 | NA | NA | … | … | -7.15 | -13.10 | -26.33 | 37.44 | -42.05 | 53.93 | 45.50 | 55.82 | 21.08 | 28.95 | 33.03 | 10.62 |
| Sharpe Ratio | NA | -1.05 | -0.56 | -0.40 | 0.36 | NA | NA | … | … | -0.57 | -0.59 | -1.39 | 1.14 | -1.05 | 2.45 | 1.28 | 2.66 | 0.52 | 1.33 | 1.56 | 5.96 |
| Standard Deviation(%) | NA | 30.52 | 27.43 | 30.63 | 29.60 | NA | NA | … | … | 36.89 | 27.07 | 21.60 | 30.05 | 41.42 | 22.01 | 35.23 | 20.47 | 38.12 | 21.36 | 21.02 | 19.47 |
| Draw Down(%) | NA | 42.05 | 51.95 | 60.44 | 60.44 | NA | NA | … | … | 23.19 | 32.85 | 28.84 | 26.53 | 52.41 | 13.40 | 31.04 | 7.53 | 16.40 | 2.52 | 6.72 | 0.00 |
| Yield(%) | 0.00 | 0.86 | 0.74 | 0.78 | 3.35 | 2.71 | 2.03 | … | … | 1.12 | 0.86 | 0.56 | 1.44 | 0.73 | 0.97 | 1.24 | 1.61 | 1.07 | 1.11 | 1.30 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXYAY (Sika AG ADR) |
-16.28%
Dec 2021 – Dec 2024 |
-9.44%
Mar 2021 – Mar 2026 |
11.14%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXYAY (Sika AG ADR) |
51.68%
Dec 2018 – Dec 2021 |
40.63%
Aug 2016 – Aug 2021 |
14.03%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart