Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWMAY (Swedish Match Ab Ord) | NA | 43.93% | 26.09% | 20.88% | 14.28% | NA | NA | … | … |
Data as of 03/23/2023, Common starting date is 10/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWMAY (Swedish Match Ab Ord) | 10/09/2009 | 03/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 43.93 | 26.09 | 20.88 | 14.28 | NA | NA | … | … | -1.49 | 44.55 | -79.55 | 50.41 | 33.11 | -1.58 | 24.59 | -11.72 | 14.37 | -2.81 | -4.12 | -4.94 | 24.29 | 18.00 | 17.07 |
| Sharpe Ratio | NA | 1.10 | 0.52 | 0.46 | 0.40 | NA | NA | … | … | -0.24 | 1.33 | -0.46 | 1.30 | 1.12 | -0.09 | 1.23 | -0.47 | 0.72 | -0.14 | -0.16 | -0.21 | 0.80 | 0.66 | 3.58 |
| Standard Deviation(%) | NA | 37.56 | 48.26 | 42.66 | 34.07 | NA | NA | … | … | 52.51 | 32.67 | 174.02 | 38.50 | 28.33 | 32.99 | 19.64 | 25.30 | 19.78 | 19.71 | 26.72 | 23.54 | 30.20 | 27.11 | 28.10 |
| Draw Down(%) | NA | 20.58 | 36.71 | 36.71 | 36.71 | NA | NA | … | … | 17.99 | 16.94 | 86.44 | 22.93 | 26.68 | 33.82 | 6.89 | 18.05 | 16.00 | 14.39 | 22.68 | 23.97 | 14.45 | 16.69 | 7.27 |
| Yield(%) | 0.00 | 3.44 | 0.69 | 0.82 | 1.36 | 1.55 | 1.16 | … | … | 0.00 | 3.30 | 0.46 | 0.49 | 0.58 | 1.04 | 1.13 | 1.96 | 3.40 | 0.69 | 0.65 | 0.51 | 0.54 | 0.50 | 0.00 |
Data as of 03/23/2023, Common starting date is 10/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMAY (Swedish Match Ab Ord) |
-9.45%
Aug 2012 – Aug 2015 |
-2.64%
Feb 2012 – Feb 2017 |
7.67%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMAY (Swedish Match Ab Ord) |
40.66%
Jul 2019 – Jul 2022 |
26.15%
May 2017 – May 2022 |
14.47%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart