Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLMTY (Valmet Oyj) | 27.56% | 16.12% | 11.03% | 11.03% | NA | NA | NA | 18.62% |
Data as of 07/11/2025, AR inception is 08/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLMTY (Valmet Oyj) | 08/09/2019 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.12 | 11.03 | 11.03 | NA | NA | NA | 18.62 | 27.56 | 13.06 | -0.40 | -33.00 | 75.34 | 39.14 | 0.00 |
| Sharpe Ratio | NA | 0.66 | 0.29 | 0.26 | NA | NA | NA | 0.41 | 2.70 | 0.37 | -0.12 | -1.01 | 1.44 | 1.49 | 0.00 |
| Standard Deviation(%) | NA | 19.54 | 26.63 | 34.61 | NA | NA | NA | 33.56 | 21.01 | 25.79 | 34.98 | 34.07 | 52.31 | 25.96 | NA |
| Draw Down(%) | NA | 11.21 | 33.39 | 42.49 | NA | NA | NA | 42.49 | 0.00 | 13.71 | 33.39 | 33.25 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.96 | 4.40 | 5.00 | 4.18 | 2.79 | 2.09 | 8.36 | 2.81 | 5.95 | 5.39 | 3.31 | 4.45 | 7.40 | 0.00 |
Data as of 07/11/2025, AR inception is 08/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLMTY (Valmet Oyj) |
-8.96%
Dec 2021 - Dec 2024 |
7.37%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLMTY (Valmet Oyj) |
18.54%
Sep 2019 - Sep 2022 |
15.70%
Oct 2019 - Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart