Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIGRY (Kion Group AG ADR) | -46.04% | -13.48% | 6.63% | -15.41% | -0.90% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIGRY (Kion Group AG ADR) | 06/10/2016 | 06/11/2026 |
| 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 (%) | -9.97 | -13.48 | 6.63 | -15.41 | -0.90 | NA | NA | … | … | -46.04 | 147.93 | -21.51 | 50.34 | -73.04 | 26.61 | 28.15 | 35.39 | -38.69 | 60.49 | -5.98 |
| Sharpe Ratio | NA | -0.24 | 0.16 | -0.35 | NA | NA | NA | … | … | -1.50 | 3.17 | -0.67 | 1.01 | -1.10 | 0.98 | 0.57 | 0.82 | -0.90 | 1.75 | -0.34 |
| Standard Deviation(%) | NA | 41.83 | 43.58 | 48.43 | NA | NA | NA | … | … | 49.74 | 46.01 | 37.25 | 46.71 | 67.61 | 27.13 | 49.09 | 41.51 | 44.81 | 34.39 | 31.83 |
| Draw Down(%) | NA | 43.64 | 43.64 | 83.31 | NA | NA | NA | … | … | 43.64 | 35.04 | 41.34 | 32.45 | 82.74 | 19.02 | 47.19 | 34.06 | 50.67 | 20.91 | 19.23 |
| Yield(%) | 0.00 | 1.46 | 2.18 | 0.79 | 1.62 | 1.02 | 0.76 | … | … | 0.89 | 2.87 | 1.74 | 0.65 | 1.49 | 0.53 | 0.93 | 2.70 | 1.35 | 1.62 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIGRY (Kion Group AG ADR) |
-31.73%
Dec 2021 – Dec 2024 |
-25.98%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIGRY (Kion Group AG ADR) |
53.62%
Sep 2022 – Sep 2025 |
16.86%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart