Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZGPF (Salzgitter AG) | NA | 28.50% | 12.72% | 2.89% | 0.10% | -5.93% | -2.60% | … | … |
Data as of 09/26/2025, Common starting date is 10/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZGPF (Salzgitter AG) | 10/21/2004 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 28.50 | 12.72 | 2.89 | 0.10 | -5.93 | -2.60 | … | … | 32.60 | -44.92 | 37.90 | -19.23 | 41.75 | 22.62 | -65.99 | 10.25 | 90.48 | -25.94 | 4.29 | -17.90 | -38.25 | -21.19 | 30.61 | -52.66 | 20.84 | 148.34 | 233.14 | -0.18 |
| Sharpe Ratio | NA | 0.43 | 0.05 | 0.15 | -0.01 | NA | NA | … | … | 0.69 | -1.08 | 0.29 | -0.10 | 0.19 | 0.05 | -0.05 | NA | 0.18 | -0.08 | 0.02 | NA | -0.19 | -0.08 | 0.17 | -0.28 | 0.17 | 1.37 | 0.27 | NA |
| Standard Deviation(%) | NA | 59.14 | 78.77 | 88.45 | 117.53 | NA | NA | … | … | 63.89 | 44.81 | 106.34 | 199.21 | 263.64 | 456.39 | 907.12 | 0.00 | 189.58 | 273.37 | 302.25 | 0.00 | 177.55 | 291.69 | 195.14 | 177.48 | 116.50 | 105.84 | 643.51 | 0.00 |
| Draw Down(%) | NA | 24.15 | 53.68 | 53.68 | 83.77 | NA | NA | … | … | 24.15 | 52.12 | 44.56 | 44.69 | 0.00 | 52.30 | 72.47 | 0.00 | 0.00 | 29.88 | 27.80 | 17.90 | 43.89 | 39.10 | 27.27 | 76.43 | 23.67 | 1.60 | 19.80 | 0.18 |
| Yield(%) | 0.00 | 1.05 | 3.48 | 1.68 | 0.74 | 0.19 | 0.22 | … | … | 1.08 | 2.37 | 2.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZGPF (Salzgitter AG) |
-47.66%
Oct 2012 – Oct 2015 |
-36.69%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZGPF (Salzgitter AG) |
32.15%
Nov 2006 – Nov 2009 |
7.01%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart