Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRTBY (Wartsila Oyj Abp ADR) | 9.07% | 73.79% | 51.07% | 23.73% | 13.97% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRTBY (Wartsila Oyj Abp ADR) | 03/15/2012 | 06/12/2026 |
| 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 (%) | -6.18 | 73.79 | 51.07 | 23.73 | 13.97 | NA | NA | … | … | 9.07 | 105.74 | 21.29 | 86.17 | -38.36 | 45.89 | -4.82 | -36.16 | -16.87 | 41.60 | 5.02 | 6.69 | -5.12 | 20.41 | 12.28 |
| Sharpe Ratio | NA | 1.90 | 1.10 | 0.43 | 0.10 | NA | NA | … | … | 0.44 | 3.00 | 0.34 | 1.84 | -0.61 | 0.97 | -0.06 | -0.83 | -0.05 | 1.90 | 0.20 | 0.25 | -0.18 | 0.94 | 0.42 |
| Standard Deviation(%) | NA | 37.42 | 43.45 | 49.34 | 123.24 | NA | NA | … | … | 43.27 | 34.44 | 52.15 | 45.81 | 65.46 | 47.10 | 86.76 | 45.16 | 356.99 | 21.63 | 24.11 | 26.29 | 28.58 | 21.72 | 37.82 |
| Draw Down(%) | NA | 18.31 | 31.29 | 56.86 | 98.08 | NA | NA | … | … | 18.31 | 24.15 | 22.80 | 18.44 | 54.99 | 24.11 | 60.49 | 44.08 | 94.04 | 12.89 | 11.90 | 19.16 | 28.79 | 13.37 | 27.62 |
| Yield(%) | 0.00 | 5.25 | 4.89 | 3.00 | 3.27 | 3.61 | 2.71 | … | … | 2.55 | 2.72 | 1.23 | 3.44 | 1.62 | 2.38 | 5.19 | 3.13 | 2.59 | 3.25 | 5.78 | 2.67 | 3.08 | 3.25 | 0.00 |
Data as of 06/12/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRTBY (Wartsila Oyj Abp ADR) |
-64.84%
Mar 2018 – Mar 2021 |
-47.17%
Mar 2018 – Mar 2023 |
-2.10%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRTBY (Wartsila Oyj Abp ADR) |
178.54%
Mar 2015 – Mar 2018 |
83.53%
Mar 2013 – Mar 2018 |
14.83%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart