Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NOKBF (Nokia Corporation) 124.60% 175.53% 56.91% 23.99% 12.57% 8.30% NA
Data as of 06/05/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
Name Start Date End Date
NOKBF (Nokia Corporation) 04/27/2010 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
Annualized Return (%) -2.77 175.53 56.91 23.99 12.57 8.30 NA 124.60 52.98 35.24 -25.68 -26.30 65.12 9.01 -38.47 31.28 1.42 -30.30 -7.04 3.15 106.30 -12.13 -50.71 -13.45
Sharpe Ratio NA 3.45 1.30 0.60 0.24 NA NA 11.32 1.13 0.86 -0.87 -0.65 1.05 0.14 -0.71 0.64 0.02 -0.77 -0.21 0.10 2.02 -0.16 -0.89 -0.49
Standard Deviation(%) NA 53.20 43.26 40.93 47.91 NA NA 60.38 44.49 36.83 34.04 42.66 62.22 60.82 56.15 47.08 38.09 39.57 33.86 31.13 52.52 76.91 57.25 39.02
Draw Down(%) NA 25.69 30.26 51.26 64.67 NA NA 10.78 25.69 16.33 38.86 34.54 43.47 49.33 48.10 21.06 32.63 42.71 28.11 16.97 35.74 68.74 60.42 30.15
Yield(%) 0.00 3.62 3.87 2.14 2.46 2.30 1.26 1.26 4.28 4.13 2.58 0.97 0.00 0.00 2.19 4.71 4.01 4.11 2.02 6.26 0.00 3.93 3.81 3.29
Data as of 06/05/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NOKBF (Nokia Corporation) -28.38%
May 2010 – May 2013
-13.34%
Mar 2015 – Mar 2020
-7.99%
Oct 2010 – Oct 2020
-2.49%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NOKBF (Nokia Corporation) 58.65%
May 2023 – May 2026
28.50%
Jun 2012 – Jun 2017
13.18%
May 2016 – May 2026
8.00%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return