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
EKTAY (Elekta AB ADR) -16.45% 5.85% -9.38% -15.06% -1.34% -2.27% NA
Data as of 06/18/2026, Common starting date is 03/04/2009
More Performance Analytics Comparison
Name Start Date End Date
EKTAY (Elekta AB ADR) 03/04/2009 06/18/2026
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 2010 2009
Annualized Return (%) -8.71 5.85 -9.38 -15.06 -1.34 -2.27 NA -16.45 16.54 -29.93 40.15 -50.72 -4.27 4.39 12.46 45.33 -4.42 2.60 -15.45 -32.01 -2.50 58.29 17.24 194.59 39.83
Sharpe Ratio NA 0.20 -0.29 -0.44 -0.05 NA NA -0.47 0.34 -0.94 1.08 -1.16 -0.15 0.08 0.29 1.29 -0.17 0.06 -0.37 -1.14 -0.10 2.25 1.30 2.44 1.33
Standard Deviation(%) NA 42.76 38.14 38.62 38.27 NA NA 44.63 40.90 35.86 34.22 45.06 28.70 52.25 37.61 34.33 29.81 38.12 41.67 28.07 25.73 26.16 13.29 79.81 37.13
Draw Down(%) NA 19.47 45.36 66.85 67.46 NA NA 18.41 27.85 33.22 22.88 60.76 29.62 51.34 20.75 23.42 29.34 22.67 43.98 39.73 19.46 5.94 1.83 0.00 8.52
Yield(%) 0.00 5.19 3.11 1.75 2.61 2.50 8.37 2.18 4.20 2.73 3.85 1.84 1.70 1.46 1.36 1.73 1.04 0.37 0.60 1.93 1.93 8.62 5.81 0.00 10.77
Data as of 06/18/2026, Common starting date is 03/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EKTAY (Elekta AB ADR) -26.95%
Oct 2019 – Oct 2022
-14.62%
Aug 2020 – Aug 2025
-8.40%
Oct 2012 – Oct 2022
-1.39%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EKTAY (Elekta AB ADR) 76.17%
Dec 2009 – Dec 2012
46.66%
Apr 2009 – Apr 2014
21.04%
May 2009 – May 2019
11.07%
May 2009 – May 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return