Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVKIY (Evonik Industries AG) | 19.10% | -14.74% | 2.22% | -7.88% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVKIY (Evonik Industries AG) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.31 | -14.74 | 2.22 | -7.88 | NA | NA | NA | … | … | 19.10 | -5.52 | -6.51 | 7.35 | -34.66 | -1.33 |
| Sharpe Ratio | NA | -0.35 | -0.01 | -0.25 | NA | NA | NA | … | … | 1.46 | -0.19 | -0.19 | 0.10 | -0.92 | -0.09 |
| Standard Deviation(%) | NA | 40.87 | 47.17 | 41.76 | NA | NA | NA | … | … | 43.90 | 45.19 | 54.05 | 37.05 | 39.25 | 14.77 |
| Draw Down(%) | NA | 33.53 | 38.39 | 49.96 | NA | NA | NA | … | … | 16.49 | 34.87 | 33.44 | 22.61 | 44.05 | 13.73 |
| Yield(%) | 6.13 | 5.46 | 6.45 | 3.58 | 2.30 | 1.54 | 1.15 | … | … | 7.59 | 7.69 | 6.37 | 6.10 | 4.01 | 4.13 |
Data as of 06/10/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVKIY (Evonik Industries AG) |
-14.38%
Feb 2021 – Feb 2024 |
-8.88%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVKIY (Evonik Industries AG) |
4.97%
May 2023 – May 2026 |
-4.71%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart