Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VWAPY (Volkswagen AG Pref 1/10 ADR) | -16.54% | -2.89% | -4.91% | -10.94% | -5.28% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWAPY (Volkswagen AG Pref 1/10 ADR) | 06/19/2012 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | -2.89 | -4.91 | -10.94 | -5.28 | NA | NA | … | … | -16.54 | 39.92 | -19.01 | 6.69 | -24.40 | 10.89 | -1.03 | 28.32 | -60.57 | 42.77 | -3.36 | -34.37 | -22.01 | 21.14 | 44.73 |
| Sharpe Ratio | NA | -0.27 | -0.27 | -0.45 | -0.17 | NA | NA | … | … | -1.28 | 1.25 | -0.85 | 0.12 | -0.60 | 0.31 | -0.02 | 1.07 | -0.77 | 1.88 | -0.09 | -0.74 | -1.04 | 0.85 | 3.27 |
| Standard Deviation(%) | NA | 28.44 | 27.36 | 31.79 | 41.38 | NA | NA | … | … | 29.60 | 29.75 | 26.57 | 25.55 | 43.31 | 35.10 | 55.09 | 25.03 | 80.58 | 22.53 | 37.70 | 46.54 | 21.13 | 24.94 | 31.02 |
| Draw Down(%) | NA | 23.40 | 36.12 | 57.74 | 79.13 | NA | NA | … | … | 21.86 | 22.93 | 34.59 | 26.55 | 42.96 | 36.49 | 54.44 | 14.44 | 67.80 | 16.62 | 25.72 | 61.94 | 32.76 | 29.04 | 9.01 |
| Yield(%) | 0.00 | 0.00 | 4.15 | 4.31 | 2.47 | 1.49 | 1.12 | … | … | 0.00 | 8.02 | 7.86 | 7.38 | 13.89 | 3.25 | 2.82 | 3.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWAPY (Volkswagen AG Pref 1/10 ADR) |
-25.46%
Mar 2017 – Mar 2020 |
-25.61%
Mar 2015 – Mar 2020 |
-11.63%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWAPY (Volkswagen AG Pref 1/10 ADR) |
16.98%
Aug 2018 – Aug 2021 |
5.55%
Mar 2020 – Mar 2025 |
-1.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart