Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNHUF (Bonheur ASA) | 3.68% | -17.70% | -4.01% | -1.72% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNHUF (Bonheur ASA) | 05/23/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.70 | -4.01 | -1.72 | NA | NA | NA | … | … | 3.68 | -18.48 | 4.63 | 2.04 | 1.58 | 1.47 | 43.65 | 89.09 | -27.59 |
| Sharpe Ratio | NA | -1.17 | -0.70 | -0.53 | NA | NA | NA | … | … | 1.13 | -1.25 | 0.32 | -0.80 | 0.10 | 0.99 | 0.51 | 2.23 | -1.18 |
| Standard Deviation(%) | NA | 17.36 | 10.32 | 8.07 | NA | NA | NA | … | … | 5.55 | 17.22 | 3.20 | 2.03 | 1.57 | 1.46 | 84.46 | 39.23 | 36.38 |
| Draw Down(%) | NA | 20.64 | 20.64 | 20.64 | NA | NA | NA | … | … | 0.01 | 20.63 | 0.00 | 0.00 | 0.00 | 0.00 | 33.59 | 1.55 | 28.74 |
| Yield(%) | 0.00 | 2.82 | 3.29 | 2.68 | 3.47 | 2.31 | 1.73 | … | … | 3.55 | 2.64 | 4.42 | 1.95 | 1.55 | 1.45 | 2.16 | 4.36 | 1.62 |
Data as of 06/12/2026, Common starting date is 05/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNHUF (Bonheur ASA) |
-4.52%
Sep 2022 – Sep 2025 |
-2.15%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNHUF (Bonheur ASA) |
40.21%
Dec 2018 – Dec 2021 |
23.36%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart