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
SKBSY (Skanska AB ser. B ADR) -6.76% 6.42% 25.48% 0.69% 5.62% 7.14% NA
Data as of 06/11/2026, Common starting date is 06/03/2010
More Performance Analytics Comparison
Name Start Date End Date
SKBSY (Skanska AB ser. B ADR) 06/03/2010 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 2011 2010
Annualized Return (%) -2.45 6.42 25.48 0.69 5.62 7.14 NA -6.76 35.70 19.89 19.84 -36.02 5.77 18.39 56.11 -19.33 -10.34 30.39 -10.32 12.13 35.68 1.08 -3.94 27.36
Sharpe Ratio NA 0.12 0.78 -0.04 0.12 NA NA -0.45 1.07 0.66 0.45 -0.88 0.24 0.34 1.78 -0.61 -0.46 1.08 -0.25 0.37 1.58 0.04 -0.11 1.93
Standard Deviation(%) NA 30.37 30.46 33.41 34.38 NA NA 34.87 30.88 24.61 36.55 42.72 24.03 53.25 30.72 33.85 23.98 27.97 41.12 32.68 22.61 28.07 36.84 26.57
Draw Down(%) NA 18.70 23.00 57.94 57.94 NA NA 18.70 23.00 11.77 27.46 53.44 22.88 42.91 16.65 28.19 19.64 16.97 26.54 22.69 10.55 17.37 37.33 0.00
Yield(%) 0.00 0.00 3.24 2.15 3.72 4.93 4.96 0.00 3.88 2.92 4.47 4.11 4.37 4.49 8.53 4.74 3.93 4.95 3.58 4.63 5.89 5.28 9.28 0.00
Data as of 06/11/2026, Common starting date is 06/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SKBSY (Skanska AB ser. B ADR) -11.01%
May 2021 – May 2024
-6.40%
Sep 2017 – Sep 2022
1.68%
May 2013 – May 2023
6.40%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SKBSY (Skanska AB ser. B ADR) 33.15%
Sep 2022 – Sep 2025
17.01%
Sep 2011 – Sep 2016
13.54%
Aug 2011 – Aug 2021
9.50%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return