Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WILYY (Demant A/S ADR) 11.65% -9.41% -1.98% -7.78% 5.12% NA NA
Data as of 06/03/2026, Common starting date is 06/27/2011
More Performance Analytics Comparison
Name Start Date End Date
WILYY (Demant A/S ADR) 06/27/2011 06/03/2026
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 2011
Annualized Return (%) -5.33 -9.41 -1.98 -7.78 5.12 NA NA 11.65 -11.79 -15.40 56.06 -45.86 43.18 11.06 12.59 3.17 64.02 -13.02 35.40 -22.72 8.91 9.65 -13.61
Sharpe Ratio NA -0.17 -0.10 -0.22 0.11 NA NA 1.33 -0.44 -0.64 2.00 -0.87 1.00 0.26 0.32 0.05 2.38 -0.47 1.38 -1.51 0.56 0.58 -0.58
Standard Deviation(%) NA 31.07 32.23 38.87 37.13 NA NA 40.18 34.11 34.35 26.21 54.39 43.07 40.68 34.42 38.43 26.79 28.17 25.55 15.04 15.82 16.76 42.53
Draw Down(%) NA 38.67 49.91 62.72 62.72 NA NA 25.69 27.95 34.45 12.21 57.36 27.02 30.62 30.63 40.04 8.12 24.93 16.83 25.10 10.28 11.20 25.42
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 06/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WILYY (Demant A/S ADR) -14.81%
Jul 2021 – Jul 2024
-8.95%
Mar 2021 – Mar 2026
2.04%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WILYY (Demant A/S ADR) 38.84%
Aug 2015 – Aug 2018
24.88%
Jul 2016 – Jul 2021
13.71%
Aug 2011 – Aug 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return