Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CABJF (Carlsberg A/S) | 13.37% | 1.76% | 1.02% | -2.86% | 8.97% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CABJF (Carlsberg A/S) | 08/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 1.76 | 1.02 | -2.86 | 8.97 | NA | NA | … | … | 13.37 | 35.72 | -20.63 | -5.78 | -17.61 | 5.80 | 12.99 | 63.44 | 1.56 | 40.83 | 21.04 | 12.70 | -22.13 | 21.14 | 15.65 |
| Sharpe Ratio | NA | -0.25 | -0.15 | -0.16 | 0.19 | NA | NA | … | … | 0.34 | 0.87 | -0.52 | -0.25 | -0.36 | 0.18 | 0.34 | 2.60 | 0.01 | 2.17 | 0.76 | 0.48 | -0.91 | 0.88 | 3.47 |
| Standard Deviation(%) | NA | 36.45 | 42.03 | 43.37 | 35.79 | NA | NA | … | … | 44.24 | 38.01 | 46.33 | 38.03 | 53.68 | 32.86 | 37.12 | 23.81 | 22.20 | 18.60 | 27.27 | 26.33 | 24.34 | 23.98 | 12.72 |
| Draw Down(%) | NA | 25.05 | 42.24 | 49.10 | 49.10 | NA | NA | … | … | 25.05 | 22.69 | 36.75 | 31.36 | 35.22 | 21.32 | 35.84 | 7.17 | 14.70 | 6.11 | 18.74 | 21.84 | 26.16 | 11.78 | 3.06 |
| Yield(%) | 0.00 | 3.27 | 2.84 | 2.16 | 6.36 | 7.42 | 5.57 | … | … | 3.64 | 4.15 | 3.24 | 2.88 | 1.98 | 2.20 | 2.09 | 17.00 | 13.31 | 1.66 | 11.25 | 11.32 | 7.33 | 6.15 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABJF (Carlsberg A/S) |
-14.91%
Dec 2021 – Dec 2024 |
-5.93%
Dec 2019 – Dec 2024 |
7.91%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CABJF (Carlsberg A/S) |
32.72%
Dec 2016 – Dec 2019 |
27.26%
Jan 2015 – Jan 2020 |
14.00%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart