Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKKGY (Merck KGaA ADR) | 11.63% | 20.40% | -3.21% | -2.28% | 6.08% | 8.90% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKKGY (Merck KGaA ADR) | 11/19/2007 | 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 20.40 | -3.21 | -2.28 | 6.08 | 8.90 | NA | … | … | 11.63 | 1.97 | -9.00 | -16.12 | -25.18 | 53.05 | 46.79 | 15.66 | -1.96 | 4.56 | 8.32 | 4.48 | 6.03 | 38.38 | 34.74 | 27.58 | -12.36 | 4.94 | -26.91 | 6.75 |
| Sharpe Ratio | NA | 0.60 | -0.22 | -0.12 | 0.15 | NA | NA | … | … | 0.76 | -0.03 | -0.51 | -0.69 | -0.73 | 2.08 | 1.30 | 0.76 | -0.14 | 0.13 | 0.36 | 0.18 | 0.24 | 1.86 | 1.36 | 0.82 | -0.46 | 0.12 | -0.54 | 3.79 |
| Standard Deviation(%) | NA | 31.21 | 28.68 | 30.40 | 28.45 | NA | NA | … | … | 34.45 | 29.75 | 24.78 | 28.88 | 36.78 | 25.46 | 35.62 | 18.68 | 23.69 | 29.35 | 22.29 | 24.71 | 24.91 | 20.62 | 25.71 | 33.70 | 26.93 | 39.18 | 51.20 | 20.50 |
| Draw Down(%) | NA | 22.94 | 37.89 | 51.63 | 51.63 | NA | NA | … | … | 22.94 | 23.03 | 26.87 | 31.80 | 41.39 | 15.46 | 35.03 | 15.31 | 18.22 | 22.85 | 16.54 | 26.31 | 16.51 | 12.42 | 20.17 | 32.48 | 25.32 | 25.75 | 51.79 | 3.01 |
| Yield(%) | 0.00 | 1.91 | 1.35 | 1.23 | 1.91 | 3.06 | 2.48 | … | … | 1.78 | 1.74 | 1.52 | 1.22 | 0.78 | 0.95 | 1.19 | 1.36 | 1.38 | 1.23 | 1.28 | 1.12 | 1.48 | 1.65 | 1.94 | 2.25 | 1.50 | 2.17 | 3.90 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKKGY (Merck KGaA ADR) |
-17.03%
Dec 2021 – Dec 2024 |
-4.64%
Mar 2021 – Mar 2026 |
3.35%
Mar 2015 – Mar 2025 |
7.31%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKKGY (Merck KGaA ADR) |
37.48%
Dec 2018 – Dec 2021 |
26.04%
May 2010 – May 2015 |
19.74%
Sep 2011 – Sep 2021 |
11.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart