Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAUHY (Straumann Holding AG ADR) | 1.14% | -11.49% | -6.89% | -4.75% | 20.51% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAUHY (Straumann Holding AG ADR) | 12/22/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | -11.49 | -6.89 | -4.75 | 20.51 | NA | NA | … | … | 1.14 | -5.50 | -21.25 | 41.97 | -46.17 | 82.60 | 138.67 | 58.90 | -9.50 | 92.28 | 22.35 | 21.75 | 0.00 |
| Sharpe Ratio | NA | -0.35 | -0.31 | -0.21 | 0.47 | NA | NA | … | … | -0.07 | -0.27 | -0.75 | 1.06 | -0.93 | 2.76 | 1.69 | 2.01 | -0.36 | 3.81 | 0.66 | 0.60 | 0.00 |
| Standard Deviation(%) | NA | 33.10 | 33.18 | 37.61 | 41.11 | NA | NA | … | … | 35.79 | 31.41 | 32.95 | 36.43 | 51.51 | 29.87 | 81.19 | 28.61 | 30.53 | 24.16 | 33.32 | 36.04 | NA |
| Draw Down(%) | NA | 30.33 | 43.37 | 61.33 | 61.33 | NA | NA | … | … | 26.48 | 28.88 | 29.61 | 33.50 | 58.95 | 14.57 | 47.35 | 15.91 | 28.69 | 8.09 | 16.19 | 18.21 | 0.00 |
| Yield(%) | 0.00 | 0.93 | 0.74 | 0.10 | 1.77 | 2.04 | 1.53 | … | … | 1.06 | 0.92 | 0.59 | 0.75 | 0.17 | 0.26 | 3.43 | 0.82 | 0.70 | 1.13 | 1.37 | 1.49 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUHY (Straumann Holding AG ADR) |
-15.57%
Dec 2021 – Dec 2024 |
-4.86%
Apr 2021 – Apr 2026 |
20.39%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAUHY (Straumann Holding AG ADR) |
91.89%
Nov 2018 – Nov 2021 |
64.79%
Nov 2016 – Nov 2021 |
29.92%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart