Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLIDF (FLSmidth & Co. A/S) | NA | 8.06% | 9.85% | 16.31% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLIDF (FLSmidth & Co. A/S) | 02/15/2013 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.06 | 9.85 | 16.31 | NA | NA | NA | … | … | 0.00 | 12.75 | -14.54 | -2.59 | -31.84 | 59.34 | 12.57 | -26.80 | -3.47 | -25.63 |
| Sharpe Ratio | NA | 0.14 | -0.25 | -0.06 | NA | NA | NA | … | … | 0.00 | 1.35 | -0.25 | -0.25 | -1.53 | 1.26 | 1.04 | -1.18 | -0.19 | -0.82 |
| Standard Deviation(%) | NA | 15.62 | 36.03 | 36.48 | NA | NA | NA | … | … | NA | 15.25 | 59.07 | 15.71 | 21.66 | 46.68 | 11.84 | 22.72 | 18.21 | 35.27 |
| Draw Down(%) | NA | 9.31 | 58.10 | 69.44 | NA | NA | NA | … | … | 0.00 | 0.00 | 52.33 | 12.12 | 34.19 | 0.00 | 0.00 | 26.80 | 13.49 | 39.30 |
| Yield(%) | 0.00 | 5.37 | 12.77 | 16.02 | 8.18 | 5.46 | 4.09 | … | … | 0.00 | 5.37 | 18.35 | 20.11 | 12.19 | 14.56 | 10.93 | 18.00 | 3.86 | 12.92 |
Data as of 03/02/2022, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLIDF (FLSmidth & Co. A/S) |
-4.90%
Oct 2017 – Oct 2020 |
1.79%
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 |
|---|---|---|---|---|
| FLIDF (FLSmidth & Co. A/S) |
35.35%
Mar 2016 – Mar 2019 |
24.88%
Jun 2013 – Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart