Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTLY (Oatly Group AB) | -23.20% | -31.98% | -41.40% | -57.24% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTLY (Oatly Group AB) | 05/20/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.31 | -31.98 | -41.40 | -57.24 | NA | NA | NA | … | … | -23.20 | -15.76 | -44.07 | -32.18 | -78.14 | -60.59 |
| Sharpe Ratio | NA | -0.53 | -0.51 | -0.75 | NA | NA | NA | … | … | -0.74 | -0.22 | -0.77 | -0.40 | -0.99 | -1.18 |
| Standard Deviation(%) | NA | 59.32 | 79.94 | 78.02 | NA | NA | NA | … | … | 65.85 | 84.07 | 65.50 | 92.68 | 80.17 | 66.22 |
| Draw Down(%) | NA | 55.83 | 84.87 | 98.81 | NA | NA | NA | … | … | 39.91 | 55.00 | 55.56 | 83.27 | 84.11 | 73.51 |
| 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 |
Data as of 06/11/2026, Common starting date is 05/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTLY (Oatly Group AB) |
-66.25%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTLY (Oatly Group AB) |
-27.64%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart