Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIOGY (Biogaia AB ADR) | 0.00% | 8.89% | 14.15% | -27.23% | NA | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIOGY (Biogaia AB ADR) | 01/11/2021 | 05/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.89 | 14.15 | -27.23 | NA | NA | NA | … | … | 0.00 | 17.71 | 5.45 | 22.23 | -87.69 | -13.47 |
| Sharpe Ratio | NA | 0.21 | 0.23 | -0.43 | NA | NA | NA | … | … | 0.00 | 0.29 | 0.04 | 0.36 | -0.71 | -0.35 |
| Standard Deviation(%) | NA | 28.90 | 47.91 | 69.70 | NA | NA | NA | … | … | 0.00 | 52.05 | 48.24 | 52.41 | 125.62 | 39.57 |
| Draw Down(%) | NA | 18.69 | 22.60 | 90.79 | NA | NA | NA | … | … | 0.00 | 20.38 | 20.98 | 16.69 | 90.79 | 27.32 |
| Yield(%) | 0.00 | 6.55 | 6.48 | 1.38 | 0.60 | 0.40 | 0.30 | … | … | 0.00 | 7.08 | 6.37 | 3.29 | 0.43 | 0.63 |
Data as of 05/08/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOGY (Biogaia AB ADR) |
-46.51%
Apr 2022 – Apr 2025 |
-27.11%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIOGY (Biogaia AB ADR) |
20.70%
Sep 2022 – Sep 2025 |
-25.99%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart