Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFVF (Alfa Laval AB (publ)) | 20.18% | 51.93% | 17.97% | 11.36% | 14.73% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFVF (Alfa Laval AB (publ)) | 02/02/2012 | 06/03/2026 |
| 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 | 51.93 | 17.97 | 11.36 | 14.73 | NA | NA | … | … | 20.18 | 13.77 | 32.32 | 40.73 | -42.83 | 59.07 | 12.73 | -2.23 | 4.10 | 62.84 | -14.67 | -10.30 | -17.47 | 31.29 | 23.15 |
| Sharpe Ratio | NA | 2.01 | 0.71 | 0.31 | 0.44 | NA | NA | … | … | 2.20 | 0.45 | 1.38 | 1.27 | -1.07 | 2.55 | 0.28 | -0.11 | 0.13 | 2.40 | -1.12 | -0.60 | -0.73 | 1.13 | 1.00 |
| Standard Deviation(%) | NA | 24.54 | 20.69 | 28.21 | 29.57 | NA | NA | … | … | 24.72 | 24.43 | 18.77 | 28.90 | 41.33 | 23.14 | 44.64 | 34.27 | 21.08 | 26.04 | 13.28 | 17.27 | 23.99 | 27.68 | 25.95 |
| Draw Down(%) | NA | 7.88 | 14.69 | 45.11 | 45.11 | NA | NA | … | … | 7.88 | 13.78 | 3.25 | 11.33 | 45.11 | 7.87 | 39.96 | 28.52 | 19.60 | 0.00 | 14.67 | 14.14 | 29.37 | 13.35 | 15.25 |
| Yield(%) | 0.00 | 0.00 | 1.49 | 1.55 | 1.81 | 3.33 | 2.50 | … | … | 0.00 | 3.78 | 0.02 | 2.41 | 1.51 | 0.03 | 0.00 | 0.02 | 0.02 | 0.03 | 0.31 | 0.24 | 2.27 | 16.20 | 15.70 |
Data as of 06/03/2026, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFVF (Alfa Laval AB (publ)) |
-14.20%
Dec 2013 – Dec 2016 |
-6.77%
Aug 2014 – Aug 2019 |
3.49%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFVF (Alfa Laval AB (publ)) |
29.42%
Nov 2022 – Nov 2025 |
24.34%
Dec 2016 – Dec 2021 |
14.73%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart