Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWQXF (Castellum AB (publ)) | 0.81% | -5.64% | 8.05% | -8.85% | 10.41% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWQXF (Castellum AB (publ)) | 06/19/2012 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.64 | 8.05 | -8.85 | 10.41 | NA | NA | … | … | 0.81 | -1.70 | -20.14 | 65.53 | -51.20 | 9.50 | 3.84 | 18.96 | 78.11 | 43.81 | 87.40 | 31.40 | 29.19 | 75.45 | 0.00 |
| Sharpe Ratio | NA | -0.36 | 0.15 | -0.29 | 0.26 | NA | NA | … | … | -0.04 | -0.17 | -0.84 | 1.10 | -1.15 | 0.27 | 0.13 | 1.45 | 2.55 | 1.69 | 1.84 | 0.84 | 0.91 | 1.94 | 0.00 |
| Standard Deviation(%) | NA | 22.97 | 32.70 | 39.77 | 33.15 | NA | NA | … | … | 15.17 | 26.84 | 28.43 | 56.60 | 45.78 | 35.35 | 26.87 | 12.05 | 30.24 | 25.69 | 47.41 | 37.50 | 31.90 | 38.92 | NA |
| Draw Down(%) | NA | 15.58 | 29.90 | 63.65 | 63.65 | NA | NA | … | … | 6.42 | 15.58 | 20.14 | 36.33 | 59.49 | 20.27 | 22.88 | 0.00 | 0.00 | 0.00 | 0.00 | 6.50 | 10.31 | 4.81 | 0.00 |
| Yield(%) | 0.00 | 2.55 | 1.36 | 1.17 | 10.68 | 16.77 | 12.57 | … | … | 0.00 | 3.21 | 0.00 | 0.00 | 3.02 | 2.92 | 2.76 | 3.46 | 35.22 | 33.22 | 35.14 | 29.96 | 26.88 | 30.52 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWQXF (Castellum AB (publ)) |
-22.77%
Oct 2019 – Oct 2022 |
-7.65%
Nov 2020 – Nov 2025 |
10.41%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWQXF (Castellum AB (publ)) |
68.69%
Dec 2015 – Dec 2018 |
53.03%
Jan 2014 – Jan 2019 |
29.65%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart