Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VLVOF (Volvo Car AB (publ.)) | -26.90% | 24.86% | -15.98% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLVOF (Volvo Car AB (publ.)) | 11/04/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.15 | 24.86 | -15.98 | NA | NA | NA | NA | … | … | -26.90 | 49.77 | -32.82 | -50.31 | -26.55 | 26.09 |
| Sharpe Ratio | NA | 0.74 | -0.28 | NA | NA | NA | NA | … | … | -1.10 | 0.77 | -0.67 | -1.04 | -0.75 | 5.87 |
| Standard Deviation(%) | NA | 52.53 | 55.45 | NA | NA | NA | NA | … | … | 41.13 | 62.00 | 59.23 | 52.66 | 37.59 | 59.11 |
| Draw Down(%) | NA | 34.86 | 64.78 | NA | NA | NA | NA | … | … | 31.53 | 32.53 | 49.41 | 51.08 | 42.71 | 3.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVOF (Volvo Car AB (publ.)) |
-37.53%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| VLVOF (Volvo Car AB (publ.)) |
-9.06%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart