Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KNYJY (Kone Oyj ADR) | -17.83% | -8.35% | 5.26% | -3.74% | 6.21% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KNYJY (Kone Oyj ADR) | 08/06/2012 | 06/11/2026 |
| 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 (%) | -3.69 | -8.35 | 5.26 | -3.74 | 6.21 | NA | NA | … | … | -17.83 | 50.38 | 1.41 | 0.32 | -24.53 | -9.04 | 28.82 | 41.77 | -7.43 | 24.44 | 10.09 | -4.84 | 4.03 | 26.82 | 26.63 |
| Sharpe Ratio | NA | -0.40 | 0.11 | -0.22 | 0.17 | NA | NA | … | … | -1.37 | 2.24 | -0.10 | -0.14 | -0.74 | -0.42 | 0.97 | 2.25 | -0.37 | 1.35 | 0.40 | -0.18 | 0.20 | 0.64 | 2.48 |
| Standard Deviation(%) | NA | 21.27 | 22.38 | 25.83 | 24.31 | NA | NA | … | … | 26.34 | 21.28 | 21.85 | 24.56 | 35.37 | 21.54 | 29.33 | 17.93 | 24.00 | 17.75 | 24.74 | 27.52 | 20.16 | 41.89 | 32.76 |
| Draw Down(%) | NA | 21.19 | 26.13 | 54.61 | 56.33 | NA | NA | … | … | 21.19 | 13.69 | 18.76 | 31.14 | 46.06 | 25.48 | 23.60 | 8.26 | 20.23 | 11.98 | 19.44 | 23.97 | 12.73 | 30.55 | 0.00 |
| Yield(%) | 0.00 | 3.36 | 3.70 | 2.50 | 4.59 | 6.04 | 4.53 | … | … | 2.99 | 4.00 | 3.82 | 3.66 | 3.40 | 3.31 | 2.86 | 3.92 | 3.79 | 3.64 | 3.75 | 3.02 | 3.09 | 5.54 | 3.14 |
Data as of 06/11/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNYJY (Kone Oyj ADR) |
-18.72%
Sep 2020 – Sep 2023 |
-2.66%
Sep 2017 – Sep 2022 |
3.26%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KNYJY (Kone Oyj ADR) |
25.56%
Sep 2022 – Sep 2025 |
22.72%
Sep 2015 – Sep 2020 |
10.05%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart