Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BFLBY (Bilfinger SE ADR) -22.10% 7.68% 43.46% 32.68% 15.90% 4.96% NA
Data as of 06/10/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
Name Start Date End Date
BFLBY (Bilfinger SE ADR) 12/30/2009 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
Annualized Return (%) 0.90 7.68 43.46 32.68 15.90 4.96 NA -22.10 176.42 28.16 35.64 5.14 17.03 -9.70 26.73 -29.36 16.71 -18.41 -14.51 -47.41 39.85 -6.96 29.92 1.60 1.31
Sharpe Ratio NA 0.06 0.63 0.50 0.23 NA NA -0.98 3.14 0.32 0.55 0.09 0.44 -0.11 0.50 -0.74 0.89 -0.52 -0.36 -1.29 1.63 -0.39 1.26 0.04 NA
Standard Deviation(%) NA 49.79 62.84 56.13 54.63 NA NA 49.96 55.64 75.87 58.39 40.20 38.25 89.55 50.73 41.77 18.15 35.82 40.34 36.74 24.37 18.36 23.70 37.38 0.00
Draw Down(%) NA 36.59 36.59 36.59 71.77 NA NA 36.59 17.93 23.30 26.40 29.19 26.74 61.14 36.28 42.66 11.99 39.85 42.27 58.05 7.28 16.79 21.26 37.03 0.00
Yield(%) 0.00 3.59 7.32 9.03 5.66 2.57 2.80 2.53 5.73 5.00 4.74 14.61 7.38 3.44 3.73 2.91 2.78 1.21 4.00 3.73 4.70 4.76 4.69 3.36 0.00
Data as of 06/10/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BFLBY (Bilfinger SE ADR) -31.78%
Aug 2013 – Aug 2016
-22.07%
Jun 2014 – Jun 2019
-10.70%
Apr 2010 – Apr 2020
1.95%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BFLBY (Bilfinger SE ADR) 68.94%
Sep 2022 – Sep 2025
56.29%
Jul 2020 – Jul 2025
18.31%
Jan 2016 – Jan 2026
9.68%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return