Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HGDPF (SpareBank 1 Helgeland) NA 61.11% 18.11% NA NA NA NA
Data as of 02/28/2022, Common starting date is 01/25/2018
More Performance Analytics Comparison
Name Start Date End Date
HGDPF (SpareBank 1 Helgeland) 01/25/2018 02/28/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 61.11 18.11 NA NA NA NA 3.57 55.56 2.27 -29.94 0.00
Sharpe Ratio NA 0.89 0.09 NA NA NA NA NA 0.96 0.45 NA NA
Standard Deviation(%) NA 68.72 49.24 NA NA NA NA 0.00 61.47 4.22 0.00 0.00
Draw Down(%) NA 7.89 29.94 NA NA NA NA 0.00 7.89 1.53 29.94 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/28/2022, Common starting date is 01/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGDPF (SpareBank 1 Helgeland) 0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HGDPF (SpareBank 1 Helgeland) 0.00%
NA
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return