Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDNNY (Boliden AB ADR) | -4.07% | 67.90% | 18.69% | 8.55% | 16.11% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDNNY (Boliden AB ADR) | 11/04/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.93 | 67.90 | 18.69 | 8.55 | 16.11 | NA | NA | … | … | -4.07 | 98.87 | -7.83 | -10.67 | 3.48 | 13.59 | 40.42 | 15.13 | -29.23 | 38.73 | 54.52 | 7.58 | -3.94 |
| Sharpe Ratio | NA | 1.52 | 0.45 | 0.18 | 0.36 | NA | NA | … | … | 0.09 | 2.70 | -0.33 | -0.34 | 0.04 | 0.33 | 0.66 | 0.36 | -0.83 | 1.48 | 1.51 | 0.21 | -1.06 |
| Standard Deviation(%) | NA | 49.85 | 42.58 | 42.70 | 42.47 | NA | NA | … | … | 65.98 | 35.75 | 34.66 | 42.16 | 47.88 | 40.65 | 60.93 | 37.87 | 36.90 | 25.92 | 35.86 | 36.69 | 21.57 |
| Draw Down(%) | NA | 39.26 | 39.26 | 47.38 | 55.29 | NA | NA | … | … | 39.26 | 29.90 | 23.35 | 42.61 | 43.03 | 27.44 | 43.83 | 33.00 | 40.72 | 16.55 | 15.51 | 29.55 | 9.07 |
| Yield(%) | 0.00 | 3.73 | 1.95 | 3.42 | 7.75 | 5.47 | 4.11 | … | … | 2.10 | 0.00 | 2.38 | 6.76 | 6.86 | 6.46 | 2.59 | 3.75 | 4.43 | 2.28 | 0.00 | 1.70 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDNNY (Boliden AB ADR) |
-14.30%
Mar 2017 – Mar 2020 |
0.02%
Mar 2015 – Mar 2020 |
6.66%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDNNY (Boliden AB ADR) |
36.00%
Mar 2020 – Mar 2023 |
25.09%
Feb 2016 – Feb 2021 |
22.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart