Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOZTY (Boozt AB ADR) | 8.28% | 28.32% | 5.13% | -11.81% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOZTY (Boozt AB ADR) | 01/11/2021 | 06/05/2026 |
| 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 | 28.32 | 5.13 | -11.81 | NA | NA | NA | … | … | 8.28 | -0.26 | -11.97 | 24.53 | -47.91 | -2.58 |
| Sharpe Ratio | NA | 0.72 | 0.03 | -0.26 | NA | NA | NA | … | … | 0.56 | -0.05 | -0.74 | 0.29 | -0.77 | -0.05 |
| Standard Deviation(%) | NA | 49.01 | 54.69 | 55.21 | NA | NA | NA | … | … | 33.85 | 60.49 | 21.05 | 71.57 | 64.24 | 53.23 |
| Draw Down(%) | NA | 19.41 | 41.48 | 80.10 | NA | NA | NA | … | … | 12.68 | 37.44 | 27.58 | 51.35 | 75.93 | 37.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BOZTY (Boozt AB ADR) |
-19.79%
Nov 2021 – Nov 2024 |
-15.73%
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 |
|---|---|---|---|---|
| BOZTY (Boozt AB ADR) |
24.21%
Sep 2022 – Sep 2025 |
-11.62%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart