Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOLIF (Boliden AB (publ)) | NA | 292.67% | 79.34% | 49.72% | 40.38% | NA | NA | … | … |
Data as of 07/21/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOLIF (Boliden AB (publ)) | 06/19/2012 | 07/21/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 292.67 | 79.34 | 49.72 | 40.38 | NA | NA | … | … | 283.07 | 2.82 | 18.94 | 31.49 | 84.24 | -23.23 | 31.71 | 81.12 | 19.35 | 23.55 | -1.35 | 33.29 |
| Sharpe Ratio | NA | 1.23 | 0.56 | 0.43 | 0.45 | NA | NA | … | … | 3.33 | 0.04 | 1.04 | 0.45 | 2.46 | -0.62 | 1.16 | 1.41 | 0.22 | 0.89 | -0.04 | 2.13 |
| Standard Deviation(%) | NA | 235.97 | 139.20 | 113.49 | 88.35 | NA | NA | … | … | 317.38 | 35.91 | 29.41 | 68.45 | 33.69 | 39.90 | 26.94 | 57.24 | 89.38 | 26.48 | 32.66 | 33.97 |
| Draw Down(%) | NA | 53.38 | 53.80 | 53.80 | 53.80 | NA | NA | … | … | 53.38 | 32.58 | 12.54 | 42.87 | 11.63 | 43.74 | 16.13 | 28.16 | 51.13 | 12.10 | 23.36 | 9.33 |
| Yield(%) | 0.00 | 36.88 | 21.45 | 19.98 | 32.65 | 23.80 | 17.85 | … | … | 35.98 | 7.55 | 2.68 | 2.63 | 60.61 | 23.99 | 0.00 | 18.68 | 14.00 | 12.08 | 21.44 | 0.00 |
Data as of 07/21/2023, 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 |
|---|---|---|---|---|
| BOLIF (Boliden AB (publ)) |
0.06%
Sep 2012 – Sep 2015 |
12.66%
Sep 2017 – Sep 2022 |
21.25%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLIF (Boliden AB (publ)) |
97.78%
May 2020 – May 2023 |
48.92%
Feb 2016 – Feb 2021 |
42.03%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart