Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EKTAY (Elekta AB ADR) | -2.67% | 18.58% | -4.69% | -14.33% | -0.10% | -1.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EKTAY (Elekta AB ADR) | 03/04/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.63 | 18.58 | -4.69 | -14.33 | -0.10 | -1.27 | NA | … | … | -2.67 | 16.54 | -29.93 | 40.15 | -50.72 | -4.27 | 4.39 | 12.46 | 45.33 | -4.42 | 2.60 | -15.45 | -32.01 | -2.50 | 58.29 | 17.24 | 194.59 | 39.83 |
| Sharpe Ratio | NA | 0.15 | -0.26 | -0.40 | -0.06 | NA | NA | … | … | -0.29 | 0.34 | -0.94 | 1.08 | -1.16 | -0.15 | 0.08 | 0.29 | 1.29 | -0.17 | 0.06 | -0.37 | -1.14 | -0.10 | 2.25 | 1.30 | 2.44 | 1.33 |
| Standard Deviation(%) | NA | 42.95 | 38.18 | 38.76 | 38.28 | NA | NA | … | … | 45.45 | 40.90 | 35.86 | 34.22 | 45.06 | 28.70 | 52.25 | 37.61 | 34.33 | 29.81 | 38.12 | 41.67 | 28.07 | 25.73 | 26.16 | 13.29 | 79.81 | 37.13 |
| Draw Down(%) | NA | 19.47 | 45.36 | 67.46 | 67.46 | NA | NA | … | … | 15.88 | 27.85 | 33.22 | 22.88 | 60.76 | 29.62 | 51.34 | 20.75 | 23.42 | 29.34 | 22.67 | 43.98 | 39.73 | 19.46 | 5.94 | 1.83 | 0.00 | 8.52 |
| Yield(%) | 0.00 | 4.99 | 3.11 | 1.57 | 2.54 | 2.50 | 8.37 | … | … | 2.18 | 4.20 | 2.73 | 3.85 | 1.84 | 1.70 | 1.46 | 1.36 | 1.73 | 1.04 | 0.37 | 0.60 | 1.93 | 1.93 | 8.62 | 5.81 | 0.00 | 10.77 |
Data as of 06/04/2026, Common starting date is 03/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKTAY (Elekta AB ADR) |
-26.95%
Oct 2019 – Oct 2022 |
-14.62%
Aug 2020 – Aug 2025 |
-8.40%
Oct 2012 – Oct 2022 |
-1.39%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EKTAY (Elekta AB ADR) |
76.17%
Dec 2009 – Dec 2012 |
46.66%
Apr 2009 – Apr 2014 |
21.04%
May 2009 – May 2019 |
11.07%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart