Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZGPY (Salzgitter AG ADR) | 38.59% | 198.17% | 22.18% | 16.88% | 9.60% | 0.56% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZGPY (Salzgitter AG ADR) | 10/28/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.65 | 198.17 | 22.18 | 16.88 | 9.60 | 0.56 | NA | … | … | 38.59 | 199.85 | -48.96 | 7.08 | -6.86 | 33.73 | 20.24 | -20.46 | -52.45 | 71.24 | 37.87 | -9.48 | -29.37 | -22.79 | 7.21 | -35.01 | -13.47 | 0.00 |
| Sharpe Ratio | NA | 3.22 | 0.43 | 0.28 | 0.17 | NA | NA | … | … | 3.37 | 2.48 | -0.80 | 0.07 | -0.11 | 0.67 | 0.24 | -0.61 | -1.34 | 2.39 | 0.72 | -0.23 | -0.83 | -0.67 | 0.15 | -0.63 | -0.32 | 0.00 |
| Standard Deviation(%) | NA | 78.28 | 68.76 | 67.78 | 59.69 | NA | NA | … | … | 68.93 | 79.99 | 65.91 | 52.84 | 77.16 | 50.09 | 83.42 | 35.86 | 40.19 | 29.70 | 52.21 | 41.53 | 35.35 | 34.06 | 49.46 | 55.59 | 42.41 | NA |
| Draw Down(%) | NA | 40.75 | 63.03 | 71.52 | 85.11 | NA | NA | … | … | 40.75 | 35.53 | 54.78 | 44.00 | 63.00 | 27.08 | 59.91 | 44.47 | 54.99 | 10.47 | 23.88 | 39.81 | 41.70 | 41.64 | 48.90 | 49.96 | 40.54 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.65 | 1.62 | 1.49 | 0.57 | 0.39 | … | … | 0.00 | 1.39 | 1.62 | 3.67 | 2.37 | 0.00 | 2.07 | 2.24 | 0.89 | 0.98 | 1.11 | 0.78 | 0.68 | 0.61 | 1.06 | 0.59 | 0.34 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZGPY (Salzgitter AG ADR) |
-31.09%
Oct 2017 – Oct 2020 |
-22.40%
Feb 2011 – Feb 2016 |
-17.00%
Mar 2010 – Mar 2020 |
-9.67%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZGPY (Salzgitter AG ADR) |
49.35%
Mar 2020 – Mar 2023 |
20.31%
Nov 2020 – Nov 2025 |
13.05%
Feb 2016 – Feb 2026 |
1.15%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart