Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBGY (Scandinavian Tobacco Group A/S) | -22.43% | -16.80% | -2.53% | -8.82% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBGY (Scandinavian Tobacco Group A/S) | 04/16/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.95 | -16.80 | -2.53 | -8.82 | NA | NA | NA | … | … | -22.43 | 15.96 | -11.99 | 27.85 | -37.73 | -263.41 | -4.48 | 0.00 |
| Sharpe Ratio | NA | -0.50 | -0.16 | -0.35 | NA | NA | NA | … | … | -0.94 | 0.31 | -0.74 | 0.87 | -1.10 | NA | -0.34 | 0.00 |
| Standard Deviation(%) | NA | 39.07 | 36.28 | 32.57 | NA | NA | NA | … | … | 50.19 | 41.81 | 21.01 | 27.91 | 35.77 | NA | 13.85 | NA |
| Draw Down(%) | NA | 13.64 | 9.16 | 27.76 | NA | NA | NA | … | … | 22.28 | 0.00 | 4.61 | 0.00 | 27.76 | 263.41 | 11.14 | 0.00 |
| Yield(%) | 0.00 | 5.25 | 7.53 | 3.87 | 16.74 | 11.16 | 8.37 | … | … | 4.90 | 9.20 | 7.34 | 8.51 | 0.00 | 161.20 | 6.98 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBGY (Scandinavian Tobacco Group A/S) |
-11.18%
Dec 2021 – Dec 2024 |
-10.04%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBGY (Scandinavian Tobacco Group A/S) |
12.97%
Feb 2023 – Feb 2026 |
-2.14%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart