Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXFOY (Axfood AB ADR) | NA | 27.05% | 12.36% | 11.13% | NA | NA | NA | … | … |
Data as of 08/23/2021, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXFOY (Axfood AB ADR) | 01/03/2013 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.05 | 12.36 | 11.13 | NA | NA | NA | … | … | 24.68 | 3.74 | 30.68 | -5.45 | 17.84 | 14.90 | -46.13 | 61.58 | 12.01 |
| Sharpe Ratio | NA | 1.34 | 0.64 | 0.63 | NA | NA | NA | … | … | 1.64 | 1.35 | 1.75 | -0.32 | 1.33 | 0.66 | -0.77 | 1.61 | 1.71 |
| Standard Deviation(%) | NA | 20.20 | 18.29 | 16.61 | NA | NA | NA | … | … | 25.20 | 2.58 | 16.75 | 21.42 | 13.04 | 22.20 | 60.24 | 38.16 | 7.07 |
| Draw Down(%) | NA | 1.33 | 16.08 | 16.08 | NA | NA | NA | … | … | 1.33 | 0.00 | 0.00 | 16.08 | 6.27 | 12.79 | 48.20 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.02 | 3.30 | 3.85 | 6.74 | 4.49 | 3.37 | … | … | 2.15 | 3.63 | 4.55 | 4.63 | 4.14 | 7.08 | 3.38 | 5.96 | 5.15 |
Data as of 08/23/2021, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXFOY (Axfood AB ADR) |
-12.54%
Oct 2014 – Oct 2017 |
-2.33%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXFOY (Axfood AB ADR) |
17.16%
May 2018 – May 2021 |
14.99%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart