Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBRBF (Wienerberger AG) | 2.92% | 15.42% | 9.45% | 17.98% | 10.27% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBRBF (Wienerberger AG) | 08/06/2012 | 06/08/2026 |
| 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 (%) | 0.00 | 15.42 | 9.45 | 17.98 | 10.27 | NA | NA | … | … | 2.92 | 13.53 | 12.21 | 3.44 | -24.14 | 131.38 | -16.41 | 2.24 | -2.44 | 33.98 | 1.23 | 4.63 | 27.42 | 82.55 | -4.19 |
| Sharpe Ratio | NA | 0.98 | 0.40 | 0.40 | 0.29 | NA | NA | … | … | 0.48 | 0.88 | 0.25 | -0.24 | -0.84 | 1.70 | -0.64 | 0.34 | -0.78 | 1.34 | 0.84 | 0.22 | 1.21 | 2.28 | -2.13 |
| Standard Deviation(%) | NA | 12.98 | 15.34 | 39.01 | 29.90 | NA | NA | … | … | 9.31 | 12.29 | 22.90 | 3.40 | 30.51 | 77.47 | 25.75 | 2.44 | 4.81 | 24.97 | 1.22 | 21.33 | 22.63 | 36.23 | 4.84 |
| Draw Down(%) | NA | 2.55 | 10.68 | 26.15 | 26.15 | NA | NA | … | … | 2.55 | 2.19 | 8.69 | 0.00 | 26.15 | 0.00 | 22.31 | 0.21 | 4.29 | 0.00 | 0.00 | 12.36 | 0.02 | 0.00 | 4.19 |
| Yield(%) | 0.00 | 0.00 | 2.29 | 4.21 | 3.87 | 6.38 | 4.79 | … | … | 0.00 | 3.30 | 3.26 | 3.33 | 1.96 | 3.99 | 5.59 | 2.39 | 1.90 | 1.62 | 1.22 | 0.91 | 1.15 | 1.53 | 0.00 |
Data as of 06/08/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBRBF (Wienerberger AG) |
-6.21%
Aug 2017 – Aug 2020 |
2.49%
Oct 2015 – Oct 2020 |
8.12%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBRBF (Wienerberger AG) |
34.51%
Oct 2012 – Oct 2015 |
26.98%
Oct 2012 – Oct 2017 |
17.06%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart