Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVKEF (Skandinaviska Enskilda Banken AB A) | 1.86% | 27.24% | 30.80% | 33.54% | 19.62% | 14.73% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVKEF (Skandinaviska Enskilda Banken AB A) | 04/07/2011 | 06/08/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.24 | 30.80 | 33.54 | 19.62 | 14.73 | NA | … | … | 1.86 | 69.88 | 10.04 | 21.99 | 80.67 | 25.87 | 10.34 | 5.87 | -19.35 | 13.03 | 1.06 | -21.40 | 6.95 | 58.32 | 53.12 | -36.55 |
| Sharpe Ratio | NA | 0.83 | 0.96 | 0.69 | 0.49 | NA | NA | … | … | 0.05 | 1.96 | 0.27 | 0.79 | 1.00 | 0.91 | 0.23 | 0.14 | -0.93 | 0.71 | 0.04 | -1.23 | 0.45 | 2.14 | 1.75 | -0.75 |
| Standard Deviation(%) | NA | 29.54 | 28.81 | 44.64 | 37.64 | NA | NA | … | … | 34.92 | 34.38 | 23.76 | 23.45 | 79.81 | 28.33 | 44.66 | 32.52 | 22.48 | 17.59 | 23.59 | 17.47 | 15.36 | 27.30 | 30.68 | 61.56 |
| Draw Down(%) | NA | 16.41 | 20.08 | 39.86 | 49.28 | NA | NA | … | … | 16.41 | 20.08 | 13.89 | 13.11 | 28.83 | 19.29 | 41.36 | 16.06 | 29.66 | 11.60 | 21.97 | 22.91 | 9.78 | 11.93 | 27.36 | 52.98 |
| Yield(%) | 0.00 | 7.34 | 10.45 | 15.91 | 11.15 | 9.64 | 6.77 | … | … | 5.88 | 8.77 | 8.34 | 5.71 | 46.33 | 0.15 | 0.06 | 7.37 | 0.08 | 0.10 | 0.57 | 0.48 | 4.79 | 4.92 | 4.22 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVKEF (Skandinaviska Enskilda Banken AB A) |
-15.50%
Mar 2017 – Mar 2020 |
-10.96%
Mar 2015 – Mar 2020 |
5.75%
May 2011 – May 2021 |
14.31%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVKEF (Skandinaviska Enskilda Banken AB A) |
57.88%
Mar 2020 – Mar 2023 |
42.44%
Mar 2020 – Mar 2025 |
20.13%
Jan 2016 – Jan 2026 |
14.31%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart