Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SREDY (Storebrand ASA ADR) | 3.78% | 51.42% | 33.36% | 30.97% | 21.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SREDY (Storebrand ASA ADR) | 06/19/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.42 | 33.36 | 30.97 | 21.02 | NA | NA | … | … | 3.78 | 52.15 | 50.21 | 50.51 | 7.94 | 7.82 | -5.30 | -23.96 | 11.11 | 51.87 | 39.42 | -27.93 | -10.75 | 23.67 | 52.31 |
| Sharpe Ratio | NA | 1.13 | 0.98 | 1.02 | 0.74 | NA | NA | … | … | 1.20 | 1.14 | 1.55 | 1.46 | 0.85 | 1.04 | -0.54 | -1.04 | 1.27 | 1.48 | 1.34 | -0.76 | -0.87 | 0.88 | 2.10 |
| Standard Deviation(%) | NA | 43.33 | 30.58 | 27.95 | 26.04 | NA | NA | … | … | 5.84 | 43.46 | 30.11 | 32.37 | 7.66 | 7.53 | 10.26 | 24.51 | 7.71 | 34.78 | 29.15 | 36.74 | 12.43 | 26.74 | 57.91 |
| Draw Down(%) | NA | 5.10 | 5.10 | 5.10 | 32.59 | NA | NA | … | … | 0.00 | 5.10 | 2.44 | 0.00 | 0.00 | 0.00 | 7.46 | 27.16 | 0.00 | 9.36 | 8.48 | 29.93 | 16.08 | 3.20 | 0.00 |
| Yield(%) | 0.00 | 5.32 | 6.15 | 7.96 | 9.35 | 7.89 | 5.92 | … | … | 3.65 | 4.16 | 4.90 | 6.47 | 7.36 | 7.25 | 5.19 | 4.21 | 4.05 | 3.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREDY (Storebrand ASA ADR) |
-11.92%
Oct 2013 – Oct 2016 |
-3.23%
Oct 2017 – Oct 2022 |
4.60%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREDY (Storebrand ASA ADR) |
53.61%
Sep 2022 – Sep 2025 |
33.36%
Sep 2020 – Sep 2025 |
22.08%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart