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
LYSFY (Leroy Seafood Group ASA ADR) 16.80% 29.58% 9.11% -7.11% 5.68% NA NA
Data as of 05/29/2026, Common starting date is 12/05/2014
More Performance Analytics Comparison
Name Start Date End Date
LYSFY (Leroy Seafood Group ASA ADR) 12/05/2014 05/29/2026
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 (%) 5.84 29.58 9.11 -7.11 5.68 NA NA 16.80 0.97 29.40 -28.93 -26.04 15.78 10.95 -15.65 59.99 6.47 54.46 5.10 -0.55
Sharpe Ratio NA 0.94 0.16 -0.18 0.04 NA NA 2.12 -0.05 0.55 -0.70 -0.36 0.31 0.11 -0.57 1.18 0.02 1.78 0.29 -0.33
Standard Deviation(%) NA 28.57 39.21 52.47 90.67 NA NA 20.66 37.12 46.82 46.79 76.77 51.40 95.78 30.13 49.89 234.28 30.52 17.34 23.80
Draw Down(%) NA 19.27 19.27 57.65 83.96 NA NA 6.67 19.27 17.61 33.67 49.70 22.70 37.06 22.91 18.03 83.96 6.63 14.86 5.10
Yield(%) 0.00 5.84 3.57 2.60 4.00 3.82 2.87 6.08 5.31 6.06 4.15 3.27 3.43 2.48 2.90 3.64 2.72 3.82 0.00 0.00
Data as of 05/29/2026, Common starting date is 12/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LYSFY (Leroy Seafood Group ASA ADR) -20.79%
Jun 2021 – Jun 2024
-10.77%
Oct 2018 – Oct 2023
5.12%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LYSFY (Leroy Seafood Group ASA ADR) 75.73%
May 2017 – May 2020
61.40%
May 2017 – May 2022
9.28%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return