Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDVKY (Sandvik AB ADR) | 19.40% | 72.23% | 28.52% | 10.60% | 18.00% | 8.75% | 9.71% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDVKY (Sandvik AB ADR) | 01/30/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.83 | 72.23 | 28.52 | 10.60 | 18.00 | 8.75 | 9.71 | … | … | 19.40 | 85.81 | -15.26 | 22.77 | -29.96 | 17.17 | 28.67 | 38.12 | -15.58 | 45.54 | 46.15 | -7.22 | -29.13 | -8.90 | 36.67 | -35.95 | 62.98 | 98.15 | -60.65 | 24.77 | 66.20 |
| Sharpe Ratio | NA | 2.54 | 0.94 | 0.28 | 0.51 | NA | NA | … | … | 1.62 | 2.69 | -0.77 | 0.63 | -0.73 | 0.59 | 0.59 | 1.33 | -0.63 | 2.13 | 1.45 | -0.21 | -1.25 | -0.36 | 1.00 | -0.64 | 1.52 | 1.46 | -0.92 | 0.54 | 1.61 |
| Standard Deviation(%) | NA | 30.93 | 29.96 | 33.02 | 32.59 | NA | NA | … | … | 40.07 | 30.98 | 24.51 | 30.43 | 43.12 | 29.10 | 47.99 | 27.46 | 27.10 | 21.20 | 31.64 | 34.91 | 23.30 | 24.63 | 37.11 | 55.90 | 41.50 | 67.02 | 66.87 | 40.41 | 43.69 |
| Draw Down(%) | NA | 20.12 | 26.81 | 50.75 | 50.75 | NA | NA | … | … | 20.12 | 26.81 | 21.57 | 23.00 | 50.75 | 19.46 | 44.28 | 26.73 | 31.62 | 9.77 | 14.21 | 36.44 | 34.47 | 29.58 | 23.68 | 49.27 | 26.39 | 30.97 | 73.18 | 29.37 | 32.07 |
| Yield(%) | 0.00 | 2.83 | 3.05 | 2.54 | 5.91 | 3.13 | 4.69 | … | … | 1.93 | 3.32 | 2.46 | 2.65 | 4.35 | 3.12 | 1.56 | 3.13 | 2.43 | 2.48 | 3.64 | 4.38 | 4.01 | 3.37 | 3.77 | 2.34 | 1.04 | 5.54 | 4.03 | 6.39 | 18.40 |
Data as of 06/10/2026, Common starting date is 01/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVKY (Sandvik AB ADR) |
-16.64%
Jan 2013 – Jan 2016 |
-12.96%
Jan 2011 – Jan 2016 |
0.46%
Jul 2007 – Jul 2017 |
0.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDVKY (Sandvik AB ADR) |
47.18%
Feb 2009 – Feb 2012 |
27.65%
Jan 2016 – Jan 2021 |
20.69%
Feb 2016 – Feb 2026 |
13.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart