Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDTVF (AB Industrivärden (publ)) | NA | 11.28% | 11.18% | 17.01% | NA | NA | NA | … | … |
Data as of 05/14/2021, Common starting date is 07/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDTVF (AB Industrivärden (publ)) | 07/30/2013 | 05/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.28 | 11.18 | 17.01 | NA | NA | NA | … | … | 11.28 | -10.37 | 46.27 | 4.53 | 41.28 | 32.89 | 39.12 | 50.71 | -2.56 |
| Sharpe Ratio | NA | 1.05 | 0.44 | 0.60 | NA | NA | NA | … | … | 1.92 | -0.57 | 1.43 | 0.10 | 1.20 | 1.01 | 0.86 | 1.55 | -2.07 |
| Standard Deviation(%) | NA | 10.68 | 23.42 | 27.06 | NA | NA | NA | … | … | 17.68 | 18.65 | 31.28 | 32.67 | 34.07 | 32.24 | 45.52 | 32.66 | 2.87 |
| Draw Down(%) | NA | 0.00 | 17.29 | 20.15 | NA | NA | NA | … | … | 0.00 | 16.71 | 2.66 | 20.15 | 9.64 | 4.99 | 19.32 | 0.21 | 2.56 |
| Yield(%) | 0.00 | 10.13 | 12.48 | 15.72 | 16.34 | 10.89 | 8.17 | … | … | 10.13 | 0.00 | 30.23 | 21.48 | 3.10 | 25.86 | 30.42 | 29.57 | 0.00 |
Data as of 05/14/2021, Common starting date is 07/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDTVF (AB Industrivärden (publ)) |
7.74%
Jan 2018 – Jan 2021 |
18.88%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDTVF (AB Industrivärden (publ)) |
45.52%
Apr 2015 – Apr 2018 |
40.01%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart