Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SZLMY (Swiss Life Holding AG ADR) | -5.33% | 10.14% | 27.03% | 21.22% | 19.91% | 17.59% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SZLMY (Swiss Life Holding AG ADR) | 11/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 10.14 | 27.03 | 21.22 | 19.91 | 17.59 | NA | … | … | -5.33 | 56.72 | 17.42 | 41.70 | -12.38 | 37.49 | -2.38 | 36.20 | 14.67 | 26.39 | 6.12 | 17.98 | 15.66 | 85.12 | 3.94 | -15.70 | 5.04 |
| Sharpe Ratio | NA | 0.34 | 1.20 | 0.83 | 0.69 | NA | NA | … | … | -0.60 | 2.63 | 0.76 | 1.69 | -0.50 | 2.11 | -0.05 | 1.81 | 0.80 | 1.91 | 0.25 | 1.15 | 0.62 | 2.40 | 1.01 | -0.17 | 0.50 |
| Standard Deviation(%) | NA | 18.56 | 19.97 | 22.15 | 26.51 | NA | NA | … | … | 23.92 | 20.59 | 18.13 | 22.75 | 27.82 | 17.73 | 56.79 | 19.18 | 16.67 | 13.56 | 23.43 | 15.67 | 25.10 | 35.49 | 3.88 | 86.98 | 111.58 |
| Draw Down(%) | NA | 11.72 | 12.98 | 32.12 | 49.90 | NA | NA | … | … | 11.72 | 12.98 | 12.09 | 10.96 | 32.12 | 9.89 | 49.90 | 7.37 | 6.21 | 6.15 | 22.19 | 9.50 | 17.16 | 5.94 | 0.00 | 34.98 | 7.63 |
| Yield(%) | 0.00 | 4.65 | 7.03 | 7.18 | 9.74 | 11.55 | 10.78 | … | … | 3.99 | 5.46 | 5.27 | 6.14 | 4.13 | 4.78 | 4.14 | 0.61 | 4.01 | 3.96 | 3.15 | 2.99 | 2.75 | 3.79 | 3.79 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZLMY (Swiss Life Holding AG ADR) |
1.85%
Oct 2017 – Oct 2020 |
7.33%
Jul 2011 – Jul 2016 |
14.72%
Apr 2014 – Apr 2024 |
17.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SZLMY (Swiss Life Holding AG ADR) |
40.99%
Sep 2022 – Sep 2025 |
32.56%
Oct 2020 – Oct 2025 |
22.76%
Mar 2012 – Mar 2022 |
19.09%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart