Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORINY (Orion Oyj ADR) | 3.12% | 7.63% | 18.61% | 15.61% | 13.19% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORINY (Orion Oyj ADR) | 12/10/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.63 | 18.61 | 15.61 | 13.19 | NA | NA | … | … | 3.12 | 72.74 | 4.48 | -19.34 | 40.48 | -4.15 | 19.80 | 27.76 | -2.14 | -10.90 | 33.82 | 3.56 | -1.39 |
| Sharpe Ratio | NA | 0.30 | 0.32 | 0.24 | 0.25 | NA | NA | … | … | 0.14 | 1.65 | 0.02 | -0.52 | 0.44 | -0.20 | 0.54 | 0.98 | -0.13 | -0.23 | 1.71 | 0.09 | -1.76 |
| Standard Deviation(%) | NA | 39.65 | 47.57 | 55.07 | 45.99 | NA | NA | … | … | 38.53 | 42.54 | 50.67 | 44.65 | 89.69 | 20.66 | 36.40 | 26.78 | 27.97 | 50.93 | 19.70 | 39.44 | 12.71 |
| Draw Down(%) | NA | 24.67 | 26.56 | 33.93 | 50.77 | NA | NA | … | … | 11.44 | 24.67 | 25.29 | 30.96 | 25.72 | 9.85 | 17.78 | 15.22 | 23.20 | 44.32 | 3.78 | 25.80 | 2.60 |
| Yield(%) | 0.00 | 1.33 | 2.48 | 3.30 | 5.10 | 3.77 | 2.83 | … | … | 0.00 | 4.28 | 4.22 | 3.10 | 3.97 | 3.91 | 7.91 | 4.92 | 4.82 | 3.82 | 4.38 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORINY (Orion Oyj ADR) |
-6.56%
Mar 2017 – Mar 2020 |
-3.49%
May 2017 – May 2022 |
10.03%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORINY (Orion Oyj ADR) |
30.60%
Jul 2022 – Jul 2025 |
19.08%
Feb 2021 – Feb 2026 |
14.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart