Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HXGBY (Hexagon AB ADR) | -16.49% | -1.89% | -4.46% | -6.81% | 6.74% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HXGBY (Hexagon AB ADR) | 05/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.48 | -1.89 | -4.46 | -6.81 | 6.74 | NA | NA | … | … | -16.49 | 26.34 | -19.32 | 16.07 | -33.51 | 22.64 | 65.30 | 19.28 | -6.72 | 41.10 | -4.68 | 20.90 | -2.79 | 5.40 |
| Sharpe Ratio | NA | -0.16 | -0.24 | -0.27 | 0.15 | NA | NA | … | … | -0.96 | 0.67 | -0.82 | 0.40 | -0.81 | 0.83 | 1.47 | 0.57 | -0.29 | 1.73 | -0.16 | 0.70 | -0.11 | 0.38 |
| Standard Deviation(%) | NA | 33.82 | 33.21 | 34.52 | 33.36 | NA | NA | … | … | 38.48 | 35.29 | 27.85 | 31.13 | 43.33 | 27.41 | 43.96 | 31.23 | 27.68 | 23.53 | 29.79 | 29.66 | 25.87 | 24.31 |
| Draw Down(%) | NA | 27.32 | 35.81 | 53.65 | 53.65 | NA | NA | … | … | 22.82 | 29.48 | 32.29 | 35.81 | 43.56 | 20.20 | 42.58 | 22.54 | 29.31 | 7.87 | 22.95 | 23.91 | 20.64 | 9.85 |
| Yield(%) | 0.00 | 1.62 | 1.30 | 0.95 | 0.64 | 0.59 | 0.44 | … | … | 1.41 | 1.63 | 1.18 | 1.22 | 0.71 | 0.86 | 1.30 | 0.22 | 0.18 | 0.19 | 0.19 | 0.19 | 0.19 | 0.00 |
Data as of 06/12/2026, Common starting date is 05/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HXGBY (Hexagon AB ADR) |
-15.71%
Oct 2021 – Oct 2024 |
-5.38%
Mar 2021 – Mar 2026 |
6.53%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HXGBY (Hexagon AB ADR) |
34.22%
Dec 2018 – Dec 2021 |
26.63%
Oct 2016 – Oct 2021 |
12.66%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart