Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RATIY (RATIONAL Aktiengesellschaft) | -6.87% | -6.87% | 8.07% | 1.62% | 9.33% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RATIY (RATIONAL Aktiengesellschaft) | 09/28/2015 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.87 | 8.07 | 1.62 | 9.33 | NA | NA | … | … | -6.87 | 15.01 | 24.72 | 11.43 | -45.22 | 25.75 | 26.64 | 44.92 | 2.57 | 2.15 | 32.76 | 0.00 |
| Sharpe Ratio | NA | -0.48 | 0.20 | -0.03 | 0.21 | NA | NA | … | … | -0.59 | 0.99 | 0.92 | 0.28 | -0.75 | 0.78 | 0.40 | 1.24 | 0.47 | 0.70 | 1.48 | 0.00 |
| Standard Deviation(%) | NA | 19.74 | 23.70 | 35.88 | 35.86 | NA | NA | … | … | 30.31 | 12.32 | 23.00 | 28.42 | 62.33 | 32.98 | 65.68 | 35.09 | 2.54 | 2.14 | 21.92 | NA |
| Draw Down(%) | NA | 17.58 | 22.67 | 51.85 | 51.85 | NA | NA | … | … | 17.58 | 0.01 | 7.57 | 22.67 | 51.85 | 16.76 | 32.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.54 | 2.60 | 1.89 | 3.09 | 2.31 | 1.73 | … | … | 2.54 | 2.07 | 2.19 | 2.40 | 0.94 | 0.65 | 0.89 | 2.09 | 2.57 | 2.15 | 2.19 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RATIY (RATIONAL Aktiengesellschaft) |
-12.06%
Feb 2021 – Feb 2024 |
-3.25%
Feb 2021 – Feb 2026 |
8.80%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RATIY (RATIONAL Aktiengesellschaft) |
32.15%
Sep 2018 – Sep 2021 |
22.34%
Feb 2016 – Feb 2021 |
10.89%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart