Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIHLY (Wihlborgs Fastigheter AB ADR) | NA | 5.48% | 5.06% | -2.87% | 7.66% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIHLY (Wihlborgs Fastigheter AB ADR) | 08/26/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.48 | 5.06 | -2.87 | 7.66 | NA | NA | … | … | 5.48 | 4.72 | 4.97 | -46.60 | 39.61 | 224.58 | 7.17 | -33.80 | -2.00 | 7.25 | 16.30 | -8.66 |
| Sharpe Ratio | NA | 0.45 | 0.33 | -0.12 | 0.14 | NA | NA | … | … | 0.73 | 0.24 | 0.27 | -0.67 | 0.70 | 2.20 | 0.82 | -0.78 | -0.39 | 1.42 | 1.30 | -0.68 |
| Standard Deviation(%) | NA | 5.36 | 4.95 | 41.41 | 45.60 | NA | NA | … | … | 6.24 | 4.61 | 4.87 | 71.59 | 56.16 | 101.13 | 6.92 | 45.13 | 6.92 | 4.95 | 12.51 | 33.72 |
| Draw Down(%) | NA | 0.00 | 0.00 | 47.92 | 47.92 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 47.92 | 21.98 | 9.96 | 0.00 | 36.16 | 5.81 | 0.00 | 0.00 | 16.31 |
| Yield(%) | 0.00 | 5.19 | 4.81 | 2.36 | 4.16 | 3.06 | 2.30 | … | … | 5.19 | 4.51 | 4.73 | 2.47 | 3.42 | 7.55 | 6.69 | 3.71 | 3.24 | 3.34 | 3.37 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIHLY (Wihlborgs Fastigheter AB ADR) |
-16.96%
Apr 2022 – Apr 2025 |
-5.14%
Feb 2015 – Feb 2020 |
7.09%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIHLY (Wihlborgs Fastigheter AB ADR) |
69.34%
Aug 2018 – Aug 2021 |
26.94%
Apr 2017 – Apr 2022 |
9.67%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart