Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBRBY (Wienerberger Baustoffindustrie) | -27.36% | -30.46% | -3.21% | -5.66% | 6.06% | 4.49% | -0.61% | … | … |
Data as of 06/10/2026, Common starting date is 02/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBRBY (Wienerberger Baustoffindustrie) | 02/28/2006 | 06/10/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.36 | -30.46 | -3.21 | -5.66 | 6.06 | 4.49 | -0.61 | … | … | -27.36 | 40.24 | -17.11 | 40.57 | -32.22 | 18.27 | 12.20 | 44.32 | -14.81 | 38.37 | -4.18 | 40.90 | -15.94 | 74.56 | 8.29 | -51.04 | -0.82 | 18.84 | -69.13 | -1.48 | 27.35 |
| Sharpe Ratio | NA | -0.49 | -0.06 | -0.15 | 0.08 | NA | NA | … | … | -0.84 | 0.66 | -0.40 | 0.88 | -0.66 | 0.43 | 0.12 | 0.53 | -0.43 | 1.23 | -0.08 | 1.02 | -0.42 | 1.45 | 0.18 | -0.98 | -0.02 | 0.25 | -0.87 | -0.13 | 0.82 |
| Standard Deviation(%) | NA | 52.64 | 53.51 | 50.80 | 57.79 | NA | NA | … | … | 56.97 | 56.74 | 51.86 | 42.31 | 51.38 | 42.87 | 96.40 | 81.25 | 37.84 | 30.84 | 53.50 | 39.93 | 38.29 | 51.55 | 46.58 | 52.15 | 53.46 | 74.29 | 80.59 | 37.15 | 36.58 |
| Draw Down(%) | NA | 36.43 | 39.36 | 52.95 | 73.02 | NA | NA | … | … | 32.32 | 29.85 | 34.87 | 31.17 | 48.43 | 24.53 | 59.03 | 51.65 | 30.23 | 16.82 | 30.40 | 21.77 | 39.84 | 23.36 | 41.72 | 62.71 | 44.57 | 62.65 | 82.83 | 33.44 | 25.00 |
| Yield(%) | 0.00 | 2.91 | 3.43 | 2.51 | 4.20 | 3.14 | 1.59 | … | … | 3.12 | 3.93 | 2.90 | 4.00 | 2.22 | 2.29 | 2.48 | 2.64 | 1.39 | 1.68 | 1.10 | 1.10 | 0.94 | 1.55 | 1.70 | 0.83 | 0.00 | 11.08 | 4.12 | 2.95 | 3.17 |
Data as of 06/10/2026, Common starting date is 02/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBRBY (Wienerberger Baustoffindustrie) |
-43.17%
Mar 2006 – Mar 2009 |
-33.39%
Aug 2007 – Aug 2012 |
-9.85%
Jun 2006 – Jun 2016 |
-5.99%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBRBY (Wienerberger Baustoffindustrie) |
38.63%
Oct 2012 – Oct 2015 |
31.16%
Oct 2012 – Oct 2017 |
17.09%
Dec 2011 – Dec 2021 |
12.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart