Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HRVFF (Harvia Oyj) NA -20.08% -9.04% NA NA NA NA
Data as of 09/26/2025, Common starting date is 09/21/2021
More Performance Analytics Comparison
Name Start Date End Date
HRVFF (Harvia Oyj) 09/21/2021 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) -8.93 -20.08 -9.04 NA NA NA NA -2.46 126.56 3.34 -66.85 0.37
Sharpe Ratio NA -0.61 -0.14 NA NA NA NA -0.15 1.33 -0.12 -0.61 1.85
Standard Deviation(%) NA 38.22 86.35 NA NA NA NA 41.73 92.41 2.74 111.79 0.70
Draw Down(%) NA 34.19 67.40 NA NA NA NA 34.19 18.38 0.52 67.23 0.00
Yield(%) 0.00 2.26 1.49 1.09 0.54 0.36 0.27 1.01 5.96 3.80 1.15 0.37
Data as of 09/26/2025, Common starting date is 09/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRVFF (Harvia Oyj) -8.10%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HRVFF (Harvia Oyj) 4.58%
Jul 2022 – Jul 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return