Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) | -11.42% | 28.72% | 15.50% | -2.66% | -1.36% | -0.57% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) | 12/12/2007 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.42 | 28.72 | 15.50 | -2.66 | -1.36 | -0.57 | NA | … | … | -11.42 | 57.49 | -20.24 | 67.63 | -42.15 | -2.39 | 8.69 | 54.62 | -28.37 | -22.32 | -19.39 | -9.27 | -6.60 | 38.27 | 13.26 | -1.32 | 25.01 | 44.86 | -32.69 | 0.00 |
| Sharpe Ratio | NA | 0.79 | 0.38 | -0.14 | -0.07 | NA | NA | … | … | -0.85 | 1.70 | -0.66 | 1.59 | -0.92 | -0.08 | 0.15 | 1.71 | -0.78 | -0.81 | -0.69 | -0.43 | -0.33 | 1.86 | 0.53 | -0.03 | 0.74 | 1.07 | -0.54 | 0.00 |
| Standard Deviation(%) | NA | 30.70 | 34.81 | 37.90 | 37.89 | NA | NA | … | … | 29.87 | 32.32 | 35.98 | 40.62 | 47.29 | 30.61 | 55.86 | 31.08 | 38.26 | 28.31 | 28.29 | 21.88 | 19.82 | 20.58 | 25.14 | 41.84 | 33.79 | 41.85 | 62.21 | NA |
| Draw Down(%) | NA | 19.96 | 33.42 | 63.25 | 64.18 | NA | NA | … | … | 19.96 | 17.89 | 25.87 | 27.43 | 54.71 | 30.75 | 52.96 | 14.94 | 33.83 | 27.25 | 25.06 | 17.50 | 14.63 | 11.15 | 19.89 | 30.01 | 21.32 | 24.37 | 51.98 | 0.00 |
| Yield(%) | 0.00 | 5.33 | 5.24 | 2.93 | 2.39 | 2.79 | 3.23 | … | … | 1.93 | 5.42 | 3.62 | 5.48 | 3.25 | 3.56 | 2.53 | 7.22 | 5.38 | 4.04 | 3.59 | 5.73 | 3.21 | 4.14 | 4.33 | 4.27 | 3.73 | 4.55 | 3.74 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) |
-27.36%
Aug 2015 – Aug 2018 |
-17.59%
Dec 2013 – Dec 2018 |
-8.25%
Sep 2012 – Sep 2022 |
-1.65%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) |
31.35%
Sep 2022 – Sep 2025 |
24.77%
Oct 2008 – Oct 2013 |
4.33%
Nov 2008 – Nov 2018 |
3.57%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart