Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CABGY (Carlsberg AS) | 0.47% | -10.01% | -2.34% | -4.04% | 5.29% | 2.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CABGY (Carlsberg AS) | 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 (%) | -7.82 | -10.01 | -2.34 | -4.04 | 5.29 | 2.81 | NA | … | … | 0.47 | 40.97 | -21.59 | -2.94 | -20.90 | 10.17 | 10.75 | 43.30 | -9.78 | 41.71 | -1.63 | 17.56 | -29.26 | 13.37 | 41.96 | -30.06 | 36.11 |
| Sharpe Ratio | NA | -0.23 | -0.21 | -0.23 | 0.18 | NA | NA | … | … | 0.53 | 1.55 | -1.01 | -0.34 | -0.69 | 0.51 | 0.32 | 2.03 | -0.66 | 2.82 | -0.08 | 0.68 | -1.31 | 0.59 | 1.43 | -0.74 | 1.19 |
| Standard Deviation(%) | NA | 24.55 | 24.17 | 25.25 | 23.76 | NA | NA | … | … | 27.17 | 24.76 | 24.85 | 19.73 | 32.26 | 20.02 | 32.58 | 20.56 | 16.93 | 14.64 | 23.44 | 25.96 | 22.37 | 22.61 | 29.63 | 40.74 | 32.26 |
| Draw Down(%) | NA | 22.07 | 40.70 | 47.60 | 47.60 | NA | NA | … | … | 21.69 | 22.07 | 34.05 | 29.56 | 33.16 | 19.79 | 36.95 | 8.12 | 17.06 | 6.91 | 20.77 | 23.36 | 31.19 | 19.05 | 21.44 | 52.90 | 17.65 |
| Yield(%) | 0.00 | 3.19 | 2.76 | 2.19 | 3.39 | 2.27 | 2.73 | … | … | 3.59 | 3.98 | 3.15 | 2.93 | 2.06 | 2.24 | 2.11 | 2.59 | 2.19 | 1.68 | 1.53 | 1.69 | 1.38 | 1.06 | 1.23 | 0.92 | 0.54 |
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 |
|---|---|---|---|---|
| CABGY (Carlsberg AS) |
-15.56%
Dec 2021 – Dec 2024 |
-5.98%
Dec 2019 – Dec 2024 |
3.07%
Oct 2010 – Oct 2020 |
2.49%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABGY (Carlsberg AS) |
22.36%
Dec 2016 – Dec 2019 |
17.45%
Dec 2016 – Dec 2021 |
12.74%
Sep 2011 – Sep 2021 |
6.51%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart