Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAXPY (Sampo OYJ) | -10.44% | 2.11% | 11.67% | 10.48% | 10.87% | 10.73% | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAXPY (Sampo OYJ) | 01/21/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.16 | 2.11 | 11.67 | 10.48 | 10.87 | 10.73 | NA | … | … | -10.44 | 55.16 | -2.90 | -2.66 | 17.62 | 22.72 | 17.07 | 7.16 | -14.71 | 28.95 | -6.99 | 12.85 | -0.96 | 61.27 | 37.84 | -3.15 | 12.17 |
| Sharpe Ratio | NA | -0.02 | 0.46 | 0.40 | 0.36 | NA | NA | … | … | -1.18 | 2.92 | -0.39 | -0.32 | 0.59 | 1.29 | 0.31 | 0.35 | -0.97 | 2.11 | -0.30 | 0.64 | -0.06 | 3.01 | 1.46 | -0.08 | 0.41 |
| Standard Deviation(%) | NA | 17.62 | 18.39 | 20.39 | 25.02 | NA | NA | … | … | 20.47 | 18.00 | 16.66 | 19.72 | 27.61 | 17.58 | 53.82 | 16.41 | 16.57 | 13.47 | 24.30 | 19.99 | 16.35 | 20.36 | 26.16 | 39.64 | 31.13 |
| Draw Down(%) | NA | 14.16 | 15.58 | 24.90 | 52.26 | NA | NA | … | … | 13.98 | 8.96 | 15.28 | 17.38 | 21.27 | 11.09 | 46.44 | 18.69 | 24.21 | 7.44 | 21.12 | 9.12 | 13.14 | 7.47 | 19.66 | 31.43 | 22.52 |
| Yield(%) | 0.00 | 3.93 | 6.40 | 7.36 | 8.24 | 9.18 | 9.45 | … | … | 3.48 | 3.79 | 4.40 | 12.86 | 11.09 | 6.10 | 11.41 | 8.77 | 5.78 | 5.39 | 4.79 | 4.52 | 4.64 | 5.45 | 6.23 | 5.74 | 5.42 |
Data as of 06/12/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAXPY (Sampo OYJ) |
-9.68%
Mar 2017 – Mar 2020 |
-5.40%
Mar 2015 – Mar 2020 |
6.37%
Apr 2014 – Apr 2024 |
10.38%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAXPY (Sampo OYJ) |
32.66%
May 2012 – May 2015 |
23.39%
Mar 2020 – Mar 2025 |
14.93%
May 2012 – May 2022 |
14.16%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart