Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSAAY (SSAB AB ADR) | 43.34% | 71.05% | 20.82% | 23.15% | 18.78% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSAAY (SSAB AB ADR) | 06/19/2012 | 06/05/2026 |
| 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 (%) | 4.74 | 71.05 | 20.82 | 23.15 | 18.78 | NA | NA | … | … | 43.34 | 94.65 | -41.83 | 56.37 | 2.76 | 68.60 | 0.88 | 12.31 | -38.11 | 66.26 | -7.93 | -20.21 | -36.20 | -2.21 | 0.00 |
| Sharpe Ratio | NA | 1.51 | 0.44 | 0.41 | 0.25 | NA | NA | … | … | 2.50 | 2.00 | -1.22 | 1.12 | 0.02 | 1.58 | 0.01 | 0.23 | -0.84 | 1.07 | -0.13 | -0.90 | -1.04 | -0.61 | 0.00 |
| Standard Deviation(%) | NA | 42.86 | 43.37 | 46.18 | 58.05 | NA | NA | … | … | 45.20 | 46.07 | 37.26 | 47.48 | 54.93 | 43.30 | 101.45 | 46.34 | 47.12 | 61.86 | 61.32 | 22.58 | 34.71 | 3.67 | NA |
| Draw Down(%) | NA | 18.58 | 48.35 | 48.35 | 66.60 | NA | NA | … | … | 18.58 | 27.86 | 47.26 | 34.82 | 44.27 | 24.16 | 46.21 | 37.12 | 45.89 | 31.37 | 36.89 | 20.21 | 36.20 | 3.91 | 0.00 |
| Yield(%) | 0.00 | 3.37 | 4.56 | 8.86 | 8.86 | 2.56 | 1.92 | … | … | 2.67 | 6.28 | 6.22 | 15.04 | 9.97 | 0.00 | 2.26 | 4.88 | 2.21 | 0.00 | 14.22 | 0.00 | 0.00 | 1.74 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SSAAY (SSAB AB ADR) |
-31.79%
May 2013 – May 2016 |
-13.76%
May 2015 – May 2020 |
-2.77%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSAAY (SSAB AB ADR) |
60.98%
Apr 2020 – Apr 2023 |
34.51%
May 2020 – May 2025 |
21.38%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart