Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KNYJF (KONE Oyj) | -15.08% | -4.57% | 7.15% | -3.45% | 6.29% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KNYJF (KONE Oyj) | 01/18/2012 | 06/09/2026 |
| 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 (%) | -0.05 | -4.57 | 7.15 | -3.45 | 6.29 | NA | NA | … | … | -15.08 | 38.37 | 13.30 | -4.48 | -26.07 | -10.63 | 31.31 | 47.51 | -7.05 | 29.04 | 10.51 | -3.12 | 5.15 | 29.26 | 46.43 |
| Sharpe Ratio | NA | -0.28 | 0.14 | -0.21 | 0.11 | NA | NA | … | … | -1.06 | 1.43 | 0.39 | -0.32 | -0.71 | -0.37 | 1.00 | 0.44 | -0.32 | 1.36 | 0.39 | -0.11 | 0.24 | 1.12 | 2.01 |
| Standard Deviation(%) | NA | 27.20 | 26.00 | 29.60 | 42.47 | NA | NA | … | … | 33.07 | 24.89 | 24.59 | 25.79 | 38.73 | 28.82 | 30.94 | 103.95 | 26.43 | 20.89 | 26.27 | 28.93 | 21.15 | 26.10 | 24.65 |
| Draw Down(%) | NA | 21.22 | 23.89 | 55.64 | 57.34 | NA | NA | … | … | 21.22 | 7.89 | 13.25 | 29.06 | 47.29 | 26.70 | 23.95 | 54.50 | 19.81 | 11.89 | 20.49 | 22.13 | 14.35 | 20.10 | 11.00 |
| Yield(%) | 0.00 | 3.46 | 3.88 | 2.35 | 4.92 | 4.50 | 3.38 | … | … | 3.08 | 3.78 | 3.99 | 3.68 | 2.27 | 2.18 | 4.87 | 6.02 | 6.13 | 5.85 | 5.93 | 4.30 | 4.34 | 4.21 | 4.41 |
Data as of 06/09/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNYJF (KONE Oyj) |
-19.70%
Sep 2020 – Sep 2023 |
-3.79%
Aug 2020 – Aug 2025 |
4.15%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNYJF (KONE Oyj) |
26.43%
Oct 2022 – Oct 2025 |
24.89%
Sep 2015 – Sep 2020 |
12.37%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart