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
SPXXF (SpareBank 1 Nord-Norge) NA 93.94% 30.74% 19.04% NA NA NA
Data as of 09/26/2025, Common starting date is 08/01/2018
More Performance Analytics Comparison
Name Start Date End Date
SPXXF (SpareBank 1 Nord-Norge) 08/01/2018 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 93.94 30.74 19.04 NA NA NA 73.78 -10.78 9.00 -26.20 0.00 4.09 9.05 0.00
Sharpe Ratio NA 1.27 0.44 0.20 NA NA NA 1.69 -0.70 0.56 -1.16 0.00 0.16 0.88 0.00
Standard Deviation(%) NA 55.48 35.39 33.32 NA NA NA 64.67 24.90 8.62 23.95 NA 24.66 8.67 NA
Draw Down(%) NA 0.00 23.73 33.84 NA NA NA 0.00 23.73 0.00 31.97 0.00 18.37 0.00 0.00
Yield(%) 0.00 10.39 9.38 8.74 6.36 4.24 3.18 10.39 7.56 9.78 10.62 5.42 4.72 6.30 0.00
Data as of 09/26/2025, Common starting date is 08/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPXXF (SpareBank 1 Nord-Norge) -6.61%
Mar 2022 – Mar 2025
4.27%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPXXF (SpareBank 1 Nord-Norge) 27.33%
Aug 2022 – Aug 2025
19.04%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return