Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKBLF (ALK-Abelló A/S) | 8.58% | 45.23% | 48.13% | -38.35% | -12.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKBLF (ALK-Abelló A/S) | 06/19/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 45.23 | 48.13 | -38.35 | -12.74 | NA | NA | … | … | 8.58 | 61.52 | 68.68 | -5.36 | -97.27 | 97.30 | 3.82 | 35.11 | 16.72 | 24.86 | 7.75 | 17.59 | 14.17 | 65.91 | 4.16 |
| Sharpe Ratio | NA | 2.01 | 1.01 | -0.28 | -0.14 | NA | NA | … | … | 0.70 | 1.77 | 1.42 | -0.18 | -0.33 | 1.80 | 1.12 | 0.95 | 0.66 | 1.73 | 0.24 | 1.82 | 0.35 | 2.43 | 0.48 |
| Standard Deviation(%) | NA | 24.04 | 44.19 | 140.33 | 101.70 | NA | NA | … | … | 28.33 | 33.31 | 45.84 | 50.37 | 302.66 | 54.07 | 3.18 | 35.39 | 23.40 | 14.01 | 30.90 | 9.66 | 39.98 | 27.10 | 16.70 |
| Draw Down(%) | NA | 12.57 | 27.86 | 98.30 | 98.30 | NA | NA | … | … | 12.47 | 10.96 | 18.42 | 37.86 | 97.27 | 11.48 | 0.00 | 11.08 | 11.67 | 4.57 | 28.52 | 1.86 | 25.56 | 8.50 | 7.92 |
| Yield(%) | 0.00 | 0.94 | 0.70 | 0.01 | 0.33 | 2.61 | 1.96 | … | … | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.80 | 3.94 | 4.42 | 4.85 | 7.45 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKBLF (ALK-Abelló A/S) |
-67.76%
Jul 2020 – Jul 2023 |
-44.10%
Jul 2018 – Jul 2023 |
-19.01%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKBLF (ALK-Abelló A/S) |
48.13%
May 2023 – May 2026 |
32.17%
Dec 2016 – Dec 2021 |
-9.16%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart