Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLMNY (Holmen AB ADR) | -18.40% | -18.40% | -2.50% | -4.55% | 2.63% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLMNY (Holmen AB ADR) | 11/05/2014 | 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 (%) | 0.00 | -18.40 | -2.50 | -4.55 | 2.63 | NA | NA | … | … | -18.40 | 2.87 | 5.09 | 2.38 | -12.29 | 2.63 | 134.66 | -51.09 | 28.73 | 0.00 | 14.74 | -4.45 | 0.00 |
| Sharpe Ratio | NA | -0.98 | -0.39 | -0.36 | 0.02 | NA | NA | … | … | -1.22 | -0.01 | 0.14 | -0.06 | -0.45 | 1.00 | 1.52 | -0.80 | 0.50 | 0.00 | 1.49 | -0.98 | 0.00 |
| Standard Deviation(%) | NA | 21.54 | 14.83 | 19.45 | 41.26 | NA | NA | … | … | 33.01 | 2.84 | 10.14 | 19.92 | 30.42 | 2.60 | 87.76 | 65.97 | 54.48 | NA | 9.76 | 4.55 | NA |
| Draw Down(%) | NA | 18.40 | 18.40 | 35.51 | 64.76 | NA | NA | … | … | 18.40 | 0.00 | 5.91 | 15.84 | 31.52 | 0.00 | 24.04 | 53.12 | 24.84 | 0.00 | 0.00 | 4.45 | 0.00 |
| Yield(%) | 0.00 | 2.40 | 2.75 | 2.47 | 2.78 | 1.88 | 1.41 | … | … | 2.40 | 2.79 | 2.55 | 3.69 | 2.49 | 2.63 | 5.11 | 1.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMNY (Holmen AB ADR) |
-14.29%
Aug 2016 – Aug 2019 |
-7.14%
Dec 2014 – Dec 2019 |
2.63%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLMNY (Holmen AB ADR) |
38.62%
Apr 2019 – Apr 2022 |
17.85%
Sep 2019 – Sep 2024 |
5.38%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart