Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPMMY (UPM-Kymmene Oyj) | 2.55% | 12.95% | 2.26% | -1.38% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPMMY (UPM-Kymmene Oyj) | 09/04/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 12.95 | 2.26 | -1.38 | NA | NA | NA | … | … | 2.55 | 11.18 | -22.78 | 5.88 | 2.33 | 7.21 | 12.87 | 28.77 |
| Sharpe Ratio | NA | 0.33 | -0.01 | -0.14 | NA | NA | NA | … | … | 0.15 | 0.31 | -1.05 | 0.09 | 0.03 | 0.34 | 0.33 | 5.61 |
| Standard Deviation(%) | NA | 27.12 | 25.84 | 26.97 | NA | NA | NA | … | … | 27.43 | 26.82 | 25.17 | 24.29 | 34.04 | 20.89 | 38.07 | 20.75 |
| Draw Down(%) | NA | 15.43 | 33.16 | 33.16 | NA | NA | NA | … | … | 11.71 | 18.84 | 30.29 | 20.72 | 29.59 | 16.39 | 35.58 | 6.43 |
| Yield(%) | 0.00 | 6.47 | 5.21 | 3.72 | 3.81 | 2.54 | 1.91 | … | … | 3.00 | 5.90 | 4.32 | 4.40 | 3.93 | 4.27 | 4.02 | 0.00 |
Data as of 06/11/2026, Common starting date is 09/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPMMY (UPM-Kymmene Oyj) |
-5.77%
Dec 2021 – Dec 2024 |
-0.83%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPMMY (UPM-Kymmene Oyj) |
11.64%
Jul 2020 – Jul 2023 |
4.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart