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
LGYRF (Landis+Gyr Group AG) NA -9.64% 9.93% 7.74% NA NA NA
Data as of 09/26/2025, Common starting date is 01/30/2019
More Performance Analytics Comparison
Name Start Date End Date
LGYRF (Landis+Gyr Group AG) 01/30/2019 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.00 -9.64 9.93 7.74 NA NA NA 28.68 -29.85 34.62 14.08 1.44 -19.51 33.78
Sharpe Ratio NA -0.32 0.23 0.24 NA NA NA 1.05 -1.34 1.09 1.38 0.07 -0.75 1.33
Standard Deviation(%) NA 39.77 28.72 23.40 NA NA NA 36.21 24.92 25.99 10.30 19.34 26.18 26.86
Draw Down(%) NA 37.06 39.05 39.05 NA NA NA 16.65 32.00 0.00 0.00 19.19 23.93 0.67
Yield(%) 0.00 1.62 3.63 3.69 2.34 1.56 1.17 2.30 3.06 3.52 4.18 0.00 2.45 4.97
Data as of 09/26/2025, Common starting date is 01/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGYRF (Landis+Gyr Group AG) -5.29%
Jun 2019 – Jun 2022
-4.64%
Feb 2020 – Feb 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGYRF (Landis+Gyr Group AG) 18.13%
Sep 2020 – Sep 2023
11.59%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return