Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHGVY (Mowi ASA ADR) | -15.79% | 7.79% | 9.90% | -2.89% | 5.95% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHGVY (Mowi ASA ADR) | 07/20/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.23 | 7.79 | 9.90 | -2.89 | 5.95 | NA | NA | … | … | -15.79 | 45.17 | -1.01 | 9.85 | -25.57 | 8.15 | -13.66 | 29.60 | 32.68 | 1.33 | 46.58 | 1.57 | 24.75 | 41.38 | 114.79 | -33.75 |
| Sharpe Ratio | NA | 0.37 | 0.20 | -0.18 | 0.14 | NA | NA | … | … | -1.29 | 1.75 | -0.21 | 0.21 | -0.66 | 0.30 | -0.30 | 1.14 | 1.17 | 0.03 | 1.62 | 0.05 | 0.67 | 1.57 | 2.61 | -0.79 |
| Standard Deviation(%) | NA | 22.99 | 25.00 | 29.47 | 30.22 | NA | NA | … | … | 26.92 | 24.27 | 21.59 | 29.27 | 41.36 | 26.92 | 45.88 | 24.74 | 26.94 | 24.54 | 28.65 | 30.33 | 37.15 | 26.35 | 44.45 | 75.34 |
| Draw Down(%) | NA | 16.42 | 19.27 | 56.79 | 56.79 | NA | NA | … | … | 16.42 | 19.27 | 18.48 | 17.38 | 56.48 | 25.42 | 43.22 | 13.38 | 14.14 | 21.12 | 13.06 | 19.69 | 24.97 | 15.82 | 23.27 | 43.23 |
| Yield(%) | 0.00 | 3.65 | 3.98 | 2.54 | 4.98 | 11.90 | 8.93 | … | … | 1.68 | 3.66 | 3.47 | 4.03 | 3.20 | 2.37 | 1.08 | 5.50 | 7.46 | 8.39 | 7.70 | 4.63 | 11.30 | 7.02 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHGVY (Mowi ASA ADR) |
-16.16%
Sep 2019 – Sep 2022 |
-5.45%
Dec 2019 – Dec 2024 |
6.45%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHGVY (Mowi ASA ADR) |
57.92%
Nov 2011 – Nov 2014 |
41.34%
Dec 2011 – Dec 2016 |
26.85%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart