Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPMKF (UPM-Kymmene Oyj) | -2.78% | 5.95% | 2.36% | -1.76% | 8.98% | 6.32% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPMKF (UPM-Kymmene Oyj) | 04/06/2010 | 06/08/2026 |
| 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 (%) | 0.00 | 5.95 | 2.36 | -1.76 | 8.98 | 6.32 | NA | … | … | -2.78 | 20.58 | -26.47 | 7.63 | 3.73 | 3.27 | 17.36 | 41.07 | -12.18 | 34.85 | 27.20 | 14.51 | 13.20 | 48.44 | 9.90 | -23.39 | 4.81 |
| Sharpe Ratio | NA | 0.08 | -0.02 | -0.09 | 0.19 | NA | NA | … | … | -0.29 | 0.28 | -0.61 | 0.13 | 0.05 | 0.11 | 0.44 | 0.88 | -0.50 | 2.42 | 0.95 | 1.15 | 0.88 | 1.68 | 0.27 | -0.32 | 0.33 |
| Standard Deviation(%) | NA | 44.69 | 49.81 | 45.40 | 39.36 | NA | NA | … | … | 30.58 | 62.70 | 49.67 | 31.95 | 44.52 | 29.90 | 39.15 | 45.18 | 27.42 | 14.21 | 28.28 | 12.58 | 15.05 | 28.89 | 37.12 | 73.22 | 19.14 |
| Draw Down(%) | NA | 18.26 | 37.50 | 37.50 | 38.39 | NA | NA | … | … | 11.64 | 25.57 | 33.60 | 23.62 | 30.58 | 17.61 | 35.03 | 20.12 | 33.65 | 0.00 | 15.03 | 7.14 | 7.06 | 14.45 | 22.67 | 54.07 | 12.96 |
| Yield(%) | 0.00 | 2.74 | 4.28 | 3.20 | 6.70 | 4.80 | 6.10 | … | … | 0.00 | 5.45 | 4.28 | 4.41 | 3.83 | 4.04 | 4.21 | 5.16 | 3.88 | 4.15 | 3.98 | 4.11 | 3.85 | 5.41 | 5.68 | 3.89 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPMKF (UPM-Kymmene Oyj) |
-6.36%
Dec 2021 – Dec 2024 |
-1.76%
May 2021 – May 2026 |
6.59%
Apr 2015 – Apr 2025 |
6.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPMKF (UPM-Kymmene Oyj) |
29.42%
May 2012 – May 2015 |
34.06%
Jun 2013 – Jun 2018 |
19.15%
Aug 2011 – Aug 2021 |
10.26%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart