Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CCNTF (Concentric AB (publ)) | NA | 18.57% | 1.66% | 52.14% | 28.49% | NA | NA | 33.55% |
Data as of 11/07/2024, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCNTF (Concentric AB (publ)) | 06/19/2012 | 11/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.57 | 1.66 | 52.14 | 28.49 | NA | NA | 33.55 | 18.57 | 23.64 | -23.25 | 236.89 | 70.93 | 60.10 | -22.34 | 78.26 | -14.62 | 0.00 | 162.50 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.39 | -0.08 | 1.00 | 0.67 | NA | NA | 0.68 | 0.45 | 0.90 | -0.89 | 3.06 | 1.14 | 1.30 | -1.18 | 2.24 | -0.54 | 0.00 | 1.68 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 31.05 | 27.43 | 49.72 | 40.49 | NA | NA | 45.56 | 33.55 | 21.80 | 27.83 | 77.49 | 61.59 | 45.18 | 19.97 | 34.84 | 27.66 | NA | 96.51 | NA | NA |
| Draw Down(%) | NA | 13.22 | 36.33 | 36.33 | 36.33 | NA | NA | 36.33 | 13.22 | 0.49 | 31.82 | 6.62 | 25.56 | 18.27 | 27.79 | 0.00 | 22.71 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 20.73 | 12.21 | 37.86 | 21.47 | 37.57 | 28.18 | 46.97 | 20.73 | 19.42 | 12.26 | 27.82 | 50.16 | 30.58 | 2.31 | 3.65 | 7.33 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2024, 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 |
|---|---|---|---|---|
| CCNTF (Concentric AB (publ)) |
5.04%
Oct 2021 - Oct 2024 |
6.83%
Aug 2014 - Aug 2019 |
27.98%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCNTF (Concentric AB (publ)) |
109.69%
Nov 2018 - Nov 2021 |
66.42%
Nov 2016 - Nov 2021 |
39.11%
Apr 2013 - Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart