Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALV (Autoliv, Inc.) | 11.50% | 29.86% | 18.45% | 6.78% | 10.04% | 11.41% | 10.49% | … | … |
Data as of 06/04/2026, Common starting date is 04/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALV (Autoliv, Inc.) | 04/28/1997 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 29.86 | 18.45 | 6.78 | 10.04 | 11.41 | 10.49 | … | … | 11.50 | 30.24 | -12.72 | 47.99 | -23.47 | 14.50 | 11.18 | 24.32 | 8.87 | 14.78 | -7.35 | 19.85 | 18.10 | 39.68 | 30.03 | -30.38 | 83.89 | 104.41 | -57.53 | -10.28 | 36.13 | -3.25 | 30.63 | 83.59 | 5.18 | 30.50 | -44.55 | -21.34 | 13.55 | -7.42 |
| Sharpe Ratio | NA | 0.85 | 0.51 | 0.13 | 0.23 | NA | NA | … | … | 0.65 | 0.95 | -0.58 | 1.56 | -0.59 | 0.49 | 0.20 | 0.71 | 0.17 | 0.58 | -0.25 | 0.86 | 0.99 | 2.07 | 1.01 | -0.69 | 2.28 | 1.79 | -1.09 | -0.67 | 1.53 | -0.31 | 1.32 | 3.21 | 0.12 | 0.67 | -1.30 | -0.82 | 0.27 | -0.49 |
| Standard Deviation(%) | NA | 26.56 | 28.81 | 31.92 | 35.34 | NA | NA | … | … | 31.07 | 28.99 | 28.08 | 28.63 | 42.59 | 29.72 | 54.59 | 32.01 | 43.68 | 24.30 | 30.75 | 23.03 | 18.35 | 19.12 | 29.99 | 44.38 | 36.83 | 58.29 | 53.71 | 20.15 | 21.49 | 17.97 | 22.44 | 25.83 | 34.37 | 42.91 | 37.59 | 30.03 | 37.92 | 29.31 |
| Draw Down(%) | NA | 21.96 | 39.27 | 39.27 | 60.25 | NA | NA | … | … | 21.96 | 24.71 | 29.83 | 14.49 | 37.03 | 23.64 | 52.76 | 28.37 | 33.79 | 16.84 | 24.62 | 25.78 | 18.11 | 7.49 | 24.22 | 43.71 | 22.88 | 46.49 | 74.64 | 18.03 | 12.05 | 19.39 | 13.92 | 15.16 | 32.28 | 35.05 | 51.65 | 32.98 | 27.24 | 32.13 |
| Yield(%) | 0.00 | 3.35 | 3.50 | 2.60 | 2.57 | 3.88 | 4.28 | … | … | 1.43 | 3.38 | 2.49 | 3.43 | 2.47 | 2.06 | 1.45 | 3.52 | 2.30 | 2.09 | 1.89 | 2.10 | 2.36 | 2.91 | 3.42 | 2.11 | 1.47 | 0.94 | 3.06 | 2.56 | 2.86 | 2.68 | 2.03 | 2.50 | 2.20 | 2.76 | 1.49 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALV (Autoliv, Inc.) |
-32.57%
Feb 2006 – Feb 2009 |
-17.23%
Feb 2004 – Feb 2009 |
-6.80%
Feb 1999 – Feb 2009 |
4.22%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALV (Autoliv, Inc.) |
67.23%
Feb 2009 – Feb 2012 |
48.20%
Feb 2009 – Feb 2014 |
29.27%
Feb 2009 – Feb 2019 |
22.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart