Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPOKY (Epiroc AB (publ)) | NA | 14.25% | 14.01% | 14.00% | NA | NA | NA | … | … |
Data as of 07/07/2025, Common starting date is 10/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPOKY (Epiroc AB (publ)) | 10/16/2018 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 14.25 | 14.01 | 14.00 | NA | NA | NA | … | … | 29.22 | -11.93 | 12.05 | -26.69 | 42.91 | 52.79 | 31.83 | -11.05 |
| Sharpe Ratio | NA | 0.32 | 0.32 | 0.36 | NA | NA | NA | … | … | 1.86 | -0.68 | 0.25 | -0.64 | 1.50 | 1.25 | 1.02 | -0.80 |
| Standard Deviation(%) | NA | 31.34 | 32.87 | 33.10 | NA | NA | NA | … | … | 34.08 | 27.33 | 31.74 | 44.10 | 28.67 | 41.69 | 29.92 | 56.59 |
| Draw Down(%) | NA | 20.97 | 25.86 | 49.27 | NA | NA | NA | … | … | 20.46 | 19.40 | 21.22 | 49.27 | 15.69 | 39.87 | 14.00 | 24.72 |
| Yield(%) | 0.00 | 1.89 | 2.10 | 3.05 | 2.16 | 1.44 | 1.08 | … | … | 1.12 | 1.81 | 1.66 | 1.13 | 3.53 | 2.12 | 2.30 | 0.00 |
Data as of 07/07/2025, Common starting date is 10/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPOKY (Epiroc AB (publ)) |
-10.23%
Dec 2021 – Dec 2024 |
9.58%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPOKY (Epiroc AB (publ)) |
45.48%
Nov 2018 – Nov 2021 |
19.80%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart