Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDDTF (Industrivarden AB ser. C) | NA | 184.51% | 54.76% | NA | NA | NA | NA | … | … |
Data as of 07/27/2021, Common starting date is 12/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDDTF (Industrivarden AB ser. C) | 12/21/2016 | 07/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 184.51 | 54.76 | NA | NA | NA | NA | … | … | 122.95 | -13.39 | -1.21 | -0.72 | 12.71 | 1.96 |
| Sharpe Ratio | NA | 1.52 | 0.49 | NA | NA | NA | NA | … | … | 2.90 | -0.95 | -2.14 | -3.48 | 1.01 | 8.02 |
| Standard Deviation(%) | NA | 80.98 | 47.33 | NA | NA | NA | NA | … | … | 108.74 | 14.35 | 1.22 | 0.58 | 11.99 | 12.58 |
| Draw Down(%) | NA | 0.00 | 14.58 | NA | NA | NA | NA | … | … | 0.00 | 13.39 | 1.21 | 0.72 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 22.95 | 16.34 | 17.37 | 8.68 | 5.79 | 4.34 | … | … | 22.95 | 29.82 | 0.00 | 26.81 | 0.00 | 0.00 |
Data as of 07/27/2021, Common starting date is 12/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDDTF (Industrivarden AB ser. C) |
5.09%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| IDDTF (Industrivarden AB ser. C) |
54.47%
May 2018 – May 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart