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
TMRAY (Tomra Systems ASA ADR) -24.58% -36.65% -12.39% -16.39% 7.29% 7.14% 5.60%
Data as of 06/09/2026, Common starting date is 04/28/1999
More Performance Analytics Comparison
Name Start Date End Date
TMRAY (Tomra Systems ASA ADR) 04/28/1999 06/09/2026
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 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) -3.79 -36.65 -12.39 -16.39 7.29 7.14 5.60 -24.58 8.11 3.17 -25.53 -52.55 46.34 56.72 42.16 43.48 61.97 -3.78 45.59 -14.77 1.92 39.74 1.80 38.95 58.43 -52.43 -7.21 4.70 39.89 -7.97 -14.17 -28.09 -52.95 138.81 -21.18
Sharpe Ratio NA -0.76 -0.30 -0.38 0.13 NA NA -0.86 0.12 -0.01 -0.61 -0.98 1.25 1.04 1.08 1.25 2.55 -0.14 1.84 -0.63 0.06 1.41 0.04 0.98 1.01 -0.38 -0.23 0.03 0.80 -0.14 -0.18 -0.38 -0.65 1.72 -0.87
Standard Deviation(%) NA 47.81 51.76 49.63 44.13 NA NA 56.32 44.43 54.04 48.33 55.36 37.19 53.95 37.57 33.81 24.17 27.90 24.77 23.59 34.06 28.38 43.06 39.82 57.87 141.85 45.63 40.69 47.31 62.92 84.75 76.65 85.85 78.43 37.73
Draw Down(%) NA 41.05 56.56 79.12 79.12 NA NA 29.93 31.26 26.52 61.40 58.27 17.07 40.06 36.10 17.81 10.19 17.05 15.12 32.34 23.45 13.55 37.62 25.18 27.16 72.88 33.51 43.20 28.08 51.76 60.34 46.06 61.68 23.53 25.88
Yield(%) 0.00 1.38 1.31 0.56 2.81 3.08 2.48 1.63 1.65 1.57 1.04 0.96 0.75 0.93 2.23 1.92 2.31 1.95 2.38 2.53 2.31 2.70 0.15 1.78 2.32 1.31 0.98 0.81 5.33 0.70 0.59 0.21 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 04/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMRAY (Tomra Systems ASA ADR) -35.74%
May 2001 – May 2004
-19.83%
Jun 2000 – Jun 2005
-10.38%
Nov 2000 – Nov 2010
-2.98%
Oct 2000 – Oct 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TMRAY (Tomra Systems ASA ADR) 51.03%
Jun 2016 – Jun 2019
49.93%
Dec 2016 – Dec 2021
29.12%
Dec 2011 – Dec 2021
18.57%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return