Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAXPF (Sampo Oyj) | NA | 25.25% | 16.92% | 30.51% | 13.97% | NA | NA | … | … |
Data as of 04/24/2025, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAXPF (Sampo Oyj) | 06/10/2010 | 04/24/2025 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 25.25 | 16.92 | 30.51 | 13.97 | NA | NA | … | … | 17.92 | 2.43 | -13.10 | 17.38 | 55.32 | 60.80 | 6.98 | -14.28 | 28.57 | -8.73 | 10.21 | 2.22 | 59.56 | 39.45 | -5.21 | 28.61 |
| Sharpe Ratio | NA | 0.06 | 0.05 | 0.14 | 0.08 | NA | NA | … | … | 0.13 | -0.01 | -0.15 | 0.08 | 0.26 | 0.43 | 0.25 | -0.78 | 1.79 | -0.35 | 0.49 | 0.14 | 2.51 | 1.48 | -0.11 | 1.99 |
| Standard Deviation(%) | NA | 291.15 | 209.58 | 200.19 | 146.43 | NA | NA | … | … | 510.58 | 105.92 | 109.33 | 213.50 | 213.62 | 140.05 | 22.38 | 20.13 | 15.65 | 25.41 | 20.73 | 16.04 | 23.68 | 26.94 | 45.55 | 28.19 |
| Draw Down(%) | NA | 76.98 | 78.24 | 78.24 | 78.24 | NA | NA | … | … | 75.35 | 26.45 | 36.73 | 33.58 | 28.30 | 56.37 | 20.46 | 25.30 | 5.53 | 22.24 | 8.53 | 12.43 | 6.86 | 18.05 | 31.69 | 10.90 |
| Yield(%) | 0.00 | 4.45 | 7.81 | 23.53 | 7.93 | 14.94 | 11.20 | … | … | 0.94 | 5.57 | 5.26 | 11.71 | 6.16 | 33.74 | 7.41 | 5.94 | 5.67 | 4.94 | 4.47 | 4.74 | 4.21 | 4.76 | 4.37 | 0.00 |
Data as of 04/24/2025, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAXPF (Sampo Oyj) |
-17.08%
Mar 2017 – Mar 2020 |
-10.06%
Mar 2015 – Mar 2020 |
11.19%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAXPF (Sampo Oyj) |
69.46%
Mar 2020 – Mar 2023 |
42.84%
Mar 2020 – Mar 2025 |
21.82%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart