Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CZMWY (Carl Zeiss Meditec AG ADR) | -37.57% | -59.16% | -37.41% | -30.56% | -1.77% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CZMWY (Carl Zeiss Meditec AG ADR) | 08/06/2012 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.89 | -59.16 | -37.41 | -30.56 | -1.77 | NA | NA | … | … | -37.57 | 0.55 | -56.42 | -12.51 | -39.78 | 58.29 | 5.32 | 63.83 | 28.49 | 71.74 | 31.85 | -6.00 | -8.13 | 19.77 | 13.53 |
| Sharpe Ratio | NA | -1.40 | -0.89 | -0.76 | -0.09 | NA | NA | … | … | -1.31 | -0.05 | -1.33 | -0.47 | -0.90 | 1.98 | 0.12 | 2.13 | 1.01 | 3.55 | 1.16 | -0.36 | -0.53 | 0.89 | 1.56 |
| Standard Deviation(%) | NA | 43.49 | 44.86 | 42.96 | 37.11 | NA | NA | … | … | 50.96 | 46.42 | 45.01 | 34.44 | 46.05 | 29.47 | 43.16 | 29.32 | 27.00 | 20.14 | 27.31 | 16.70 | 15.51 | 22.15 | 24.18 |
| Draw Down(%) | NA | 62.36 | 79.26 | 88.06 | 88.06 | NA | NA | … | … | 45.77 | 37.92 | 64.16 | 49.00 | 51.84 | 21.96 | 43.69 | 13.60 | 22.19 | 10.14 | 21.33 | 13.98 | 15.99 | 14.41 | 5.60 |
| Yield(%) | 0.00 | 0.90 | 0.68 | 0.49 | 2.22 | 2.77 | 2.08 | … | … | 1.39 | 1.31 | 1.13 | 0.94 | 0.48 | 0.46 | 1.13 | 0.79 | 1.06 | 1.25 | 1.43 | 1.55 | 1.84 | 1.77 | 0.00 |
Data as of 06/16/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZMWY (Carl Zeiss Meditec AG ADR) |
-40.34%
Mar 2023 – Mar 2026 |
-29.65%
May 2021 – May 2026 |
-1.23%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CZMWY (Carl Zeiss Meditec AG ADR) |
53.48%
Dec 2016 – Dec 2019 |
45.25%
Jul 2016 – Jul 2021 |
17.80%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart