Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROYUF (Royal Unibrew A/S) | NA | 29.17% | 5.00% | 22.38% | NA | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 04/25/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROYUF (Royal Unibrew A/S) | 04/25/2018 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.17 | 5.00 | 22.38 | NA | NA | NA | … | … | 38.94 | 29.19 | -24.96 | 15.84 | 75.94 | 18.88 | 0.00 |
| Sharpe Ratio | NA | 0.84 | 0.03 | 0.47 | NA | NA | NA | … | … | 1.50 | 0.40 | -0.58 | 0.50 | 2.17 | 1.01 | 0.00 |
| Standard Deviation(%) | NA | 26.99 | 48.37 | 42.40 | NA | NA | NA | … | … | 28.85 | 63.49 | 45.91 | 31.54 | 34.65 | 17.33 | NA |
| Draw Down(%) | NA | 9.70 | 35.50 | 40.52 | NA | NA | NA | … | … | 2.87 | 29.72 | 26.00 | 20.74 | 4.67 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 20.03 | 11.65 | 20.35 | 13.07 | 8.72 | 6.54 | … | … | 21.54 | 21.77 | 13.55 | 12.74 | 17.94 | 15.88 | 13.09 |
Data as of 10/21/2024, Common starting date is 04/25/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYUF (Royal Unibrew A/S) |
-8.14%
May 2021 – May 2024 |
13.93%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROYUF (Royal Unibrew A/S) |
43.32%
May 2018 – May 2021 |
24.78%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart