Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORKLY (Orkla ASA ADR) | -2.93% | -4.21% | 20.86% | 5.74% | 6.61% | 6.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORKLY (Orkla ASA ADR) | 01/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.83 | -4.21 | 20.86 | 5.74 | 6.61 | 6.58 | NA | … | … | -2.93 | 40.80 | 20.68 | 12.50 | -25.36 | 1.92 | 3.20 | 35.29 | -24.12 | 28.90 | 19.15 | 21.91 | -10.84 | -5.08 | 24.31 | -9.53 | 1.10 |
| Sharpe Ratio | NA | -0.25 | 0.79 | 0.17 | 0.23 | NA | NA | … | … | -0.20 | 1.75 | 0.81 | 0.40 | -1.12 | 0.10 | 0.08 | 1.80 | -1.04 | 1.84 | 0.80 | 0.96 | -0.47 | -0.15 | 0.99 | -0.24 | 0.03 |
| Standard Deviation(%) | NA | 21.91 | 22.18 | 22.33 | 23.31 | NA | NA | … | … | 26.32 | 21.74 | 21.02 | 22.24 | 23.96 | 18.77 | 35.82 | 18.77 | 24.69 | 15.43 | 23.64 | 22.75 | 22.95 | 33.64 | 24.83 | 39.98 | 36.88 |
| Draw Down(%) | NA | 19.51 | 19.51 | 37.31 | 37.31 | NA | NA | … | … | 19.51 | 13.81 | 13.15 | 18.24 | 33.44 | 17.87 | 28.72 | 9.30 | 28.28 | 9.68 | 16.01 | 15.13 | 33.37 | 27.50 | 17.12 | 28.52 | 33.77 |
| Yield(%) | 0.00 | 5.52 | 9.87 | 5.31 | 5.35 | 5.50 | 4.33 | … | … | 5.60 | 11.10 | 7.36 | 4.05 | 3.54 | 3.24 | 2.18 | 3.91 | 3.23 | 10.38 | 3.90 | 4.93 | 5.43 | 5.07 | 5.61 | 13.52 | 3.86 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORKLY (Orkla ASA ADR) |
-8.01%
Oct 2019 – Oct 2022 |
-6.12%
Feb 2018 – Feb 2023 |
1.11%
May 2013 – May 2023 |
6.17%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORKLY (Orkla ASA ADR) |
35.84%
Feb 2023 – Feb 2026 |
14.29%
Feb 2021 – Feb 2026 |
10.71%
Feb 2016 – Feb 2026 |
9.70%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart