Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLOEF (Cloetta AB ser. B) | 24.23% | 49.41% | 49.51% | 24.54% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/26/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLOEF (Cloetta AB ser. B) | 03/26/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 49.41 | 49.51 | 24.54 | NA | NA | NA | … | … | 24.23 | 104.70 | 66.17 | 62.64 | -68.38 | 32.89 | 36.06 | 41.25 |
| Sharpe Ratio | NA | 2.37 | 1.13 | 0.30 | NA | NA | NA | … | … | 1.93 | 2.06 | 1.46 | 0.80 | -1.09 | 0.59 | 0.42 | 0.51 |
| Standard Deviation(%) | NA | 53.91 | 40.97 | 56.63 | NA | NA | NA | … | … | 34.99 | 49.73 | 42.98 | 74.41 | 64.01 | 56.07 | 84.45 | 109.32 |
| Draw Down(%) | NA | 7.24 | 20.92 | 69.03 | NA | NA | NA | … | … | 7.24 | 5.39 | 11.90 | 31.11 | 68.38 | 25.69 | 43.50 | 48.45 |
| Yield(%) | 0.00 | 4.20 | 8.43 | 5.84 | 7.71 | 5.14 | 3.86 | … | … | 3.49 | 9.65 | 6.99 | 10.84 | 3.16 | 3.35 | 31.18 | 4.32 |
Data as of 06/05/2026, Common starting date is 03/26/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLOEF (Cloetta AB ser. B) |
-17.71%
Jan 2020 – Jan 2023 |
1.79%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLOEF (Cloetta AB ser. B) |
76.86%
Dec 2022 – Dec 2025 |
22.63%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart