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
DURYY (Duerr AG ADR) -3.37% -12.07% -7.04% -10.21% -3.18% NA NA
Data as of 06/10/2026, Common starting date is 03/23/2016
More Performance Analytics Comparison
Name Start Date End Date
DURYY (Duerr AG ADR) 03/23/2016 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
Annualized Return (%) -9.66 -12.07 -7.04 -10.21 -3.18 NA NA -3.37 -0.03 3.22 -27.49 -26.88 10.22 55.43 -13.24 -47.01 74.32 4.10
Sharpe Ratio NA -0.10 -0.15 -0.21 -0.05 NA NA 0.21 -0.07 -0.01 -0.56 -0.59 0.24 0.33 -0.38 -0.52 2.19 0.18
Standard Deviation(%) NA 51.03 48.27 48.79 71.56 NA NA 69.94 43.91 33.45 55.87 48.54 41.69 164.05 39.16 94.03 33.81 27.62
Draw Down(%) NA 30.80 43.07 60.41 68.59 NA NA 30.80 23.67 28.26 46.50 54.07 18.99 45.70 35.57 59.05 12.09 12.34
Yield(%) 0.00 0.00 1.81 1.39 2.22 1.69 1.26 0.00 3.44 3.30 2.31 1.22 0.88 6.12 3.26 2.00 2.81 2.78
Data as of 06/10/2026, Common starting date is 03/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DURYY (Duerr AG ADR) -29.30%
Nov 2020 – Nov 2023
-17.76%
Sep 2017 – Sep 2022
-2.23%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DURYY (Duerr AG ADR) 16.37%
Apr 2020 – Apr 2023
8.80%
Jul 2016 – Jul 2021
-1.32%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return