Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRZF (H & M Hennes & Mauritz AB (publ)) | -1.43% | 70.24% | 13.97% | -1.34% | -3.37% | -1.95% | NA | … | … |
Data as of 05/08/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRZF (H & M Hennes & Mauritz AB (publ)) | 02/17/2009 | 05/08/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 70.24 | 13.97 | -1.34 | -3.37 | -1.95 | NA | … | … | -1.43 | 63.72 | -24.06 | 68.37 | -43.78 | -3.14 | 1.08 | 48.22 | -32.16 | -25.19 | -21.87 | -14.60 | -5.82 | 39.70 | 11.58 | 0.13 | 23.14 | 44.10 |
| Sharpe Ratio | NA | 1.91 | 0.30 | -0.11 | -0.13 | NA | NA | … | … | -0.42 | 1.65 | -0.69 | 1.81 | -1.15 | -0.13 | 0.01 | 1.47 | -0.83 | -0.90 | -0.71 | -0.66 | -0.30 | 1.74 | 0.44 | 0.00 | 0.64 | 1.34 |
| Standard Deviation(%) | NA | 35.28 | 35.97 | 35.67 | 37.35 | NA | NA | … | … | 15.39 | 37.17 | 40.16 | 36.10 | 39.53 | 24.92 | 58.32 | 31.85 | 40.61 | 28.79 | 31.28 | 22.03 | 19.73 | 22.83 | 26.58 | 42.75 | 35.86 | 38.47 |
| Draw Down(%) | NA | 12.65 | 32.07 | 60.46 | 69.63 | NA | NA | … | … | 7.22 | 17.69 | 26.19 | 22.53 | 52.37 | 30.15 | 52.67 | 16.29 | 35.62 | 28.47 | 25.77 | 19.07 | 14.88 | 12.15 | 19.67 | 30.66 | 23.73 | 14.69 |
| Yield(%) | 2.09 | 11.36 | 4.44 | 2.24 | 0.99 | 1.43 | 1.45 | … | … | 2.01 | 7.39 | 1.80 | 2.77 | 0.03 | 3.70 | 0.00 | 3.62 | 0.10 | 0.07 | 0.03 | 0.29 | 3.18 | 4.17 | 4.34 | 4.67 | 2.01 | 2.48 |
Data as of 05/08/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRZF (H & M Hennes & Mauritz AB (publ)) |
-29.29%
Aug 2015 – Aug 2018 |
-20.55%
Mar 2015 – Mar 2020 |
-10.80%
Sep 2012 – Sep 2022 |
-4.50%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRZF (H & M Hennes & Mauritz AB (publ)) |
27.93%
Dec 2022 – Dec 2025 |
22.93%
Mar 2009 – Mar 2014 |
-0.11%
Mar 2009 – Mar 2019 |
1.25%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart