Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIABY (NIBE Industrier AB (publ)) | 5.91% | -9.92% | -27.98% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIABY (NIBE Industrier AB (publ)) | 02/09/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | -9.92 | -27.98 | NA | NA | NA | NA | … | … | 5.91 | -6.82 | -48.11 | -3.37 | -19.84 |
| Sharpe Ratio | NA | -0.22 | -0.53 | NA | NA | NA | NA | … | … | 0.32 | -0.20 | -0.94 | -0.12 | -0.92 |
| Standard Deviation(%) | NA | 47.12 | 55.17 | NA | NA | NA | NA | … | … | 59.28 | 49.44 | 54.86 | 57.27 | 25.74 |
| Draw Down(%) | NA | 26.97 | 72.01 | NA | NA | NA | NA | … | … | 22.81 | 30.00 | 51.01 | 57.58 | 19.84 |
| Yield(%) | 0.00 | 0.88 | 0.41 | 0.48 | 0.24 | 0.16 | 0.12 | … | … | 0.96 | 0.79 | 0.83 | 0.64 | 0.51 |
Data as of 06/10/2026, Common starting date is 02/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIABY (NIBE Industrier AB (publ)) |
-29.16%
Mar 2023 – Mar 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 |
|---|---|---|---|---|
| NIABY (NIBE Industrier AB (publ)) |
-19.89%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart