Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TUIFD (TUI AG) | NA | -77.13% | -39.60% | -37.02% | -3.43% | -3.73% | NA | … | … |
Data as of 05/19/2023, Common starting date is 07/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TUIFD (TUI AG) | 07/09/2007 | 05/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -77.13 | -39.60 | -37.02 | -3.43 | -3.73 | NA | … | … | -57.86 | -50.77 | -47.65 | -49.01 | -12.57 | -25.50 | 33.08 | -23.00 | 9.07 | 1.17 | 57.98 | 73.62 | -56.59 | 70.37 | 47.57 | -62.61 | -3.50 |
| Sharpe Ratio | NA | -0.23 | -0.21 | -0.31 | -0.21 | NA | NA | … | … | -0.17 | -0.65 | -0.65 | -0.43 | -0.31 | -0.76 | 1.68 | -0.55 | 0.40 | 0.05 | 1.72 | 1.21 | -0.97 | 1.75 | 0.27 | -0.43 | -0.21 |
| Standard Deviation(%) | NA | 342.85 | 209.37 | 167.16 | 120.19 | NA | NA | … | … | 545.52 | 79.98 | 72.96 | 113.62 | 44.83 | 35.42 | 19.41 | 41.94 | 22.63 | 22.73 | 33.63 | 61.37 | 58.51 | 40.12 | 167.77 | 148.72 | 45.71 |
| Draw Down(%) | NA | 96.73 | 96.73 | 97.17 | 97.17 | NA | NA | … | … | 96.73 | 67.16 | 59.93 | 76.23 | 41.41 | 41.50 | 10.42 | 39.16 | 17.45 | 26.04 | 11.90 | 40.05 | 65.71 | 21.33 | 61.40 | 65.52 | 19.38 |
| Yield(%) | 0.00 | 0.00 | 5.00 | 9.22 | 25.85 | 13.81 | 10.10 | … | … | 0.00 | 16.72 | 0.00 | 32.23 | 45.04 | 30.29 | 34.34 | 23.65 | 15.20 | 7.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.82 | 0.00 |
Data as of 05/19/2023, Common starting date is 07/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUIFD (TUI AG) |
-43.62%
Mar 2020 – Mar 2023 |
-36.45%
Apr 2018 – Apr 2023 |
-3.05%
Apr 2013 – Apr 2023 |
-3.62%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TUIFD (TUI AG) |
61.81%
Jun 2012 – Jun 2015 |
48.18%
Jul 2012 – Jul 2017 |
37.60%
Feb 2009 – Feb 2019 |
5.91%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart