Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CABHF (Carlsberg A/S) | 3.51% | -15.80% | 7.92% | 18.89% | 17.95% | NA | NA | 13.54% |
Data as of 07/03/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CABHF (Carlsberg A/S) | 06/19/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.80 | 7.92 | 18.89 | 17.95 | NA | NA | 13.54 | 3.51 | -0.62 | 22.18 | 19.24 | 17.36 | 66.90 | 8.26 | 26.98 | 29.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -1.26 | 0.25 | 0.75 | 0.81 | NA | NA | 0.69 | 0.83 | -0.17 | 0.93 | 1.01 | 1.08 | 1.81 | 0.33 | 1.46 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 15.05 | 18.54 | 22.36 | 20.51 | NA | NA | 17.97 | 4.90 | 24.80 | 20.11 | 17.63 | 16.01 | 36.62 | 20.45 | 17.61 | 23.16 | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 18.66 | 18.66 | 18.66 | 18.66 | NA | NA | 18.66 | 0.00 | 18.66 | 0.00 | 0.00 | 0.00 | 0.00 | 9.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.76 | 13.02 | 18.91 | 18.24 | 12.16 | 9.12 | 14.03 | 3.40 | 18.15 | 18.15 | 16.13 | 14.79 | 19.07 | 14.80 | 14.32 | 1.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABHF (Carlsberg A/S) |
0.00%
Jul 2012 - Jul 2015 |
0.50%
Jul 2012 - Jul 2017 |
15.28%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABHF (Carlsberg A/S) |
42.43%
Sep 2017 - Sep 2020 |
32.23%
Mar 2017 - Mar 2022 |
19.99%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart