Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSSUY (Össur hf) | NA | -1.23% | 3.29% | -11.47% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/24/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSSUY (Össur hf) | 05/24/2018 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.23 | 3.29 | -11.47 | NA | NA | NA | … | … | -1.23 | 0.00 | 11.57 | -43.98 | 440.43 | -82.95 | 51.23 | 0.00 |
| Sharpe Ratio | NA | -0.32 | 0.00 | -0.11 | NA | NA | NA | … | … | -0.30 | -0.07 | 0.20 | -0.72 | 2.42 | -0.46 | 1.21 | 0.00 |
| Standard Deviation(%) | NA | 13.22 | 61.89 | 127.56 | NA | NA | NA | … | … | 15.42 | 100.45 | 36.09 | 63.57 | 181.74 | 181.10 | 41.21 | NA |
| Draw Down(%) | NA | 10.71 | 58.22 | 83.82 | NA | NA | NA | … | … | 10.71 | 58.22 | 17.85 | 47.53 | 21.16 | 83.70 | 3.45 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.06 | 0.05 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.46 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/24/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSSUY (Össur hf) |
-36.51%
Aug 2018 – Aug 2021 |
-11.47%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSSUY (Össur hf) |
55.40%
Apr 2021 – Apr 2024 |
0.13%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart