Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTTNY (Rottneros AB ADR) | NA | 8.72% | 9.80% | NA | NA | NA | NA | … | … |
Data as of 09/11/2023, Common starting date is 09/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTTNY (Rottneros AB ADR) | 09/10/2019 | 09/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.72 | 9.80 | NA | NA | NA | NA | … | … | 8.72 | 11.46 | 9.26 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.58 | 0.89 | NA | NA | NA | NA | … | … | 0.85 | 0.93 | 1.04 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 8.37 | 9.42 | NA | NA | NA | NA | … | … | 10.09 | 10.87 | 8.86 | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.09 | 4.73 | 4.81 | 2.41 | 1.60 | 1.20 | … | … | 4.09 | 5.57 | 4.53 | 3.61 | 6.27 |
Data as of 09/11/2023, Common starting date is 09/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTTNY (Rottneros AB ADR) |
6.79%
Apr 2020 – Apr 2023 |
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 |
|---|---|---|---|---|
| RTTNY (Rottneros AB ADR) |
10.27%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart