Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEOJF (Stora Enso Oyj) | NA | -31.99% | -15.93% | -5.36% | 6.66% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEOJF (Stora Enso Oyj) | 06/25/2013 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.09 | -31.99 | -15.93 | -5.36 | 6.66 | NA | NA | … | … | -9.75 | -21.32 | -2.86 | -22.81 | 35.28 | 7.64 | 97.72 | 7.12 | 5.62 | 5.32 | 4.44 | 5.77 | 0.00 |
| Sharpe Ratio | NA | -0.82 | -0.59 | -0.22 | 0.15 | NA | NA | … | … | -0.61 | -0.58 | -0.35 | -0.55 | 0.81 | 0.16 | 1.99 | 0.84 | 0.91 | 0.98 | 1.02 | 1.03 | 0.00 |
| Standard Deviation(%) | NA | 45.41 | 34.17 | 36.15 | 33.20 | NA | NA | … | … | 26.47 | 42.89 | 18.51 | 44.00 | 43.62 | 45.07 | 48.40 | 6.89 | 5.48 | 5.19 | 4.35 | 5.61 | NA |
| Draw Down(%) | NA | 34.03 | 42.36 | 53.72 | 53.72 | NA | NA | … | … | 23.29 | 34.88 | 17.17 | 39.01 | 17.63 | 39.55 | 9.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 3.02 | 5.58 | 2.95 | 3.68 | 6.60 | 5.05 | 3.79 | … | … | 5.62 | 2.48 | 4.18 | 3.40 | 2.18 | 5.76 | 6.65 | 6.65 | 5.32 | 5.05 | 4.26 | 5.45 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEOJF (Stora Enso Oyj) |
-20.63%
May 2022 – May 2025 |
-5.93%
Aug 2020 – Aug 2025 |
6.33%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEOJF (Stora Enso Oyj) |
47.28%
Feb 2019 – Feb 2022 |
29.30%
Feb 2017 – Feb 2022 |
11.79%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart