Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFVY (Alfa Laval AB ADR) | 17.71% | 37.73% | 19.14% | 11.73% | 16.76% | 9.10% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFVY (Alfa Laval AB ADR) | 01/21/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.50 | 37.73 | 19.14 | 11.73 | 16.76 | 9.10 | NA | … | … | 17.71 | 23.31 | 6.35 | 40.69 | -26.48 | 48.73 | 13.33 | 19.65 | -7.00 | 46.33 | -6.93 | -2.04 | -24.35 | 28.32 | 25.36 | -18.08 | 46.56 |
| Sharpe Ratio | NA | 1.25 | 0.58 | 0.27 | 0.48 | NA | NA | … | … | 1.20 | 0.84 | 0.12 | 1.24 | -0.62 | 1.77 | 0.29 | 0.64 | -0.30 | 2.34 | -0.21 | -0.09 | -1.07 | 1.25 | 0.83 | -0.50 | 1.60 |
| Standard Deviation(%) | NA | 24.77 | 25.17 | 31.28 | 31.23 | NA | NA | … | … | 29.52 | 24.56 | 23.25 | 30.11 | 44.95 | 27.53 | 45.41 | 28.63 | 28.19 | 19.65 | 33.57 | 23.54 | 22.78 | 22.71 | 30.89 | 35.89 | 30.94 |
| Draw Down(%) | NA | 11.10 | 23.30 | 46.55 | 47.25 | NA | NA | … | … | 11.10 | 18.58 | 14.07 | 18.69 | 43.72 | 15.91 | 45.74 | 28.68 | 28.25 | 11.30 | 21.42 | 22.42 | 31.40 | 9.77 | 16.78 | 32.12 | 14.74 |
| Yield(%) | 0.00 | 3.68 | 2.90 | 2.39 | 4.65 | 2.93 | 3.60 | … | … | 3.12 | 2.08 | 1.84 | 1.99 | 1.63 | 2.31 | 2.17 | 2.58 | 2.20 | 2.84 | 2.73 | 2.51 | 2.24 | 2.62 | 2.91 | 2.19 | 2.39 |
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFVY (Alfa Laval AB ADR) |
-13.88%
Oct 2013 – Oct 2016 |
-5.10%
May 2011 – May 2016 |
3.39%
Mar 2010 – Mar 2020 |
8.47%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFVY (Alfa Laval AB ADR) |
30.27%
Mar 2020 – Mar 2023 |
27.51%
Oct 2016 – Oct 2021 |
16.82%
Feb 2016 – Feb 2026 |
10.31%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart