Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLBBF (H. Lundbeck A/S) | 9.77% | 31.19% | 15.84% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLBBF (H. Lundbeck A/S) | 07/13/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.19 | 15.84 | NA | NA | NA | NA | … | … | 9.77 | 14.25 | 30.93 | 29.81 | -22.11 |
| Sharpe Ratio | NA | 0.70 | 0.33 | NA | NA | NA | NA | … | … | 0.51 | 0.27 | 0.75 | 0.77 | -0.29 |
| Standard Deviation(%) | NA | 41.02 | 38.09 | NA | NA | NA | NA | … | … | 42.92 | 41.99 | 36.38 | 34.32 | 150.09 |
| Draw Down(%) | NA | 24.50 | 39.64 | NA | NA | NA | NA | … | … | 17.99 | 26.39 | 24.67 | 18.94 | 60.00 |
| Yield(%) | 0.00 | 3.17 | 2.78 | 2.09 | 1.05 | 0.70 | 0.52 | … | … | 2.65 | 2.24 | 2.15 | 2.23 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLBBF (H. Lundbeck A/S) |
13.15%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLBBF (H. Lundbeck A/S) |
35.15%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart