Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OUKPF (Metso Outotec Oyj) | NA | -4.86% | 10.49% | 24.68% | 6.61% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 04/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OUKPF (Metso Outotec Oyj) | 04/08/2013 | 04/28/2025 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.86 | 10.49 | 24.68 | 6.61 | NA | NA | … | … | 20.41 | -8.95 | -4.41 | 4.64 | 15.19 | 175.67 | 0.00 | -58.87 | 87.23 | -34.40 | 29.77 | -46.95 | -27.56 |
| Sharpe Ratio | NA | -0.14 | 0.14 | 0.45 | 0.09 | NA | NA | … | … | 0.50 | -0.29 | -0.19 | 0.05 | 0.51 | 1.79 | 0.00 | -0.70 | 2.17 | -0.38 | 1.62 | -0.99 | -0.76 |
| Standard Deviation(%) | NA | 58.55 | 52.42 | 50.40 | 61.63 | NA | NA | … | … | 140.37 | 43.85 | 43.00 | 66.30 | 29.64 | 97.20 | NA | 86.02 | 40.12 | 90.47 | 18.36 | 47.63 | 46.59 |
| Draw Down(%) | NA | 34.85 | 39.06 | 49.54 | 62.02 | NA | NA | … | … | 17.36 | 34.85 | 33.63 | 49.54 | 26.84 | 42.12 | 0.00 | 62.02 | 14.04 | 56.40 | 0.00 | 54.61 | 36.25 |
| Yield(%) | 0.00 | 0.00 | 2.58 | 5.10 | 1.73 | 0.65 | 0.49 | … | … | 2.14 | 1.80 | 3.34 | 2.40 | 2.29 | 2.88 | 0.00 | 0.00 | 0.00 | 0.00 | 1.85 | 1.93 | 0.00 |
Data as of 04/28/2025, Common starting date is 04/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUKPF (Metso Outotec Oyj) |
-33.94%
May 2013 – May 2016 |
-21.37%
May 2014 – May 2019 |
-3.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUKPF (Metso Outotec Oyj) |
49.23%
Dec 2019 – Dec 2022 |
32.07%
May 2019 – May 2024 |
8.81%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart