Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHLAF (Schindler Holding AG) | -2.59% | 0.45% | 17.57% | 4.94% | 8.86% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHLAF (Schindler Holding AG) | 04/19/2012 | 06/17/2026 |
| 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 (%) | -0.99 | 0.45 | 17.57 | 4.94 | 8.86 | NA | NA | … | … | -2.59 | 33.04 | 17.46 | 30.26 | -29.42 | 1.51 | 9.56 | 35.66 | -13.82 | 32.02 | 4.62 | 19.17 | -1.28 | 6.89 | 13.44 |
| Sharpe Ratio | NA | -0.04 | 0.60 | 0.06 | 0.25 | NA | NA | … | … | -0.19 | 1.06 | 0.87 | 0.81 | -0.73 | 0.05 | 0.30 | 1.69 | -0.68 | 2.50 | 0.22 | 1.07 | -0.07 | 0.95 | 0.77 |
| Standard Deviation(%) | NA | 28.40 | 26.84 | 31.58 | 27.85 | NA | NA | … | … | 32.33 | 28.54 | 15.99 | 33.29 | 42.59 | 32.83 | 30.82 | 20.25 | 22.41 | 12.61 | 20.21 | 17.92 | 19.71 | 7.20 | 25.92 |
| Draw Down(%) | NA | 19.49 | 20.16 | 53.30 | 53.30 | NA | NA | … | … | 19.49 | 11.00 | 8.58 | 20.16 | 43.95 | 23.77 | 21.51 | 8.67 | 22.68 | 1.64 | 12.77 | 15.07 | 16.16 | 4.33 | 14.72 |
| Yield(%) | 0.00 | 2.52 | 3.15 | 1.99 | 2.85 | 3.30 | 2.48 | … | … | 2.44 | 2.47 | 2.35 | 2.31 | 1.46 | 1.57 | 1.61 | 2.03 | 1.86 | 2.88 | 1.64 | 2.29 | 1.69 | 1.55 | 0.00 |
Data as of 06/17/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLAF (Schindler Holding AG) |
-9.52%
Sep 2020 – Sep 2023 |
-4.45%
Sep 2017 – Sep 2022 |
4.31%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHLAF (Schindler Holding AG) |
34.92%
Sep 2022 – Sep 2025 |
16.29%
Aug 2012 – Aug 2017 |
11.49%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart