Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLUBF (H. Lundbeck A/S) | NA | -4.79% | 17.35% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLUBF (H. Lundbeck A/S) | 07/13/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.79 | 17.35 | NA | NA | NA | NA | … | … | 31.96 | 10.82 | 16.66 | -5.26 |
| Sharpe Ratio | NA | -0.21 | 0.29 | NA | NA | NA | NA | … | … | 1.18 | 0.18 | 0.34 | -0.17 |
| Standard Deviation(%) | NA | 37.50 | 48.19 | NA | NA | NA | NA | … | … | 36.38 | 40.66 | 38.59 | 77.99 |
| Draw Down(%) | NA | 36.12 | 41.02 | NA | NA | NA | NA | … | … | 15.63 | 33.38 | 23.93 | 35.53 |
| Yield(%) | 0.00 | 4.63 | 4.22 | 2.53 | 1.27 | 0.84 | 0.63 | … | … | 6.42 | 2.63 | 2.48 | 0.00 |
Data as of 09/26/2025, 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 |
|---|---|---|---|---|
| HLUBF (H. Lundbeck A/S) |
13.66%
Aug 2022 – Aug 2025 |
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 |
|---|---|---|---|---|
| HLUBF (H. Lundbeck A/S) |
13.66%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart