Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORKLF (Orkla ASA) | 2.40% | 3.80% | 21.10% | 6.88% | 4.95% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORKLF (Orkla ASA) | 08/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.62 | 3.80 | 21.10 | 6.88 | 4.95 | NA | NA | … | … | 2.40 | 39.90 | 26.73 | 9.55 | -27.65 | -0.52 | 2.57 | 26.43 | -24.21 | 16.67 | 15.81 | 17.48 | -8.19 | 25.60 | 24.80 |
| Sharpe Ratio | NA | 0.25 | 0.70 | 0.18 | 0.14 | NA | NA | … | … | 0.44 | 1.36 | 0.92 | 0.26 | -1.01 | -0.02 | 0.07 | 1.22 | -0.98 | 0.99 | 0.63 | 0.64 | -0.37 | 0.54 | 2.91 |
| Standard Deviation(%) | NA | 30.37 | 28.87 | 28.29 | 26.69 | NA | NA | … | … | 45.94 | 27.42 | 25.03 | 23.22 | 28.96 | 23.11 | 35.37 | 20.50 | 26.31 | 16.25 | 24.74 | 27.28 | 22.10 | 47.02 | 25.64 |
| Draw Down(%) | NA | 21.40 | 21.40 | 39.04 | 40.09 | NA | NA | … | … | 21.40 | 13.37 | 12.66 | 10.86 | 34.84 | 17.54 | 29.51 | 8.71 | 30.94 | 9.62 | 15.91 | 15.23 | 31.32 | 21.31 | 5.42 |
| Yield(%) | 0.00 | 0.00 | 10.31 | 5.28 | 3.24 | 5.86 | 4.39 | … | … | 0.00 | 20.89 | 7.12 | 4.03 | 0.34 | 0.33 | 0.25 | 0.38 | 0.31 | 1.03 | 3.89 | 0.48 | 5.53 | 28.41 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORKLF (Orkla ASA) |
-9.62%
Dec 2019 – Dec 2022 |
-9.02%
Feb 2018 – Feb 2023 |
-0.55%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORKLF (Orkla ASA) |
39.93%
Feb 2023 – Feb 2026 |
15.91%
Mar 2013 – Mar 2018 |
8.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart