Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUNIY (Duni AB ADR) | NA | 3.07% | 1.36% | 1.52% | 3.35% | NA | NA | … | … |
Data as of 10/30/2024, Common starting date is 01/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUNIY (Duni AB ADR) | 01/18/2013 | 10/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.07 | 1.36 | 1.52 | 3.35 | NA | NA | … | … | 1.63 | 2.46 | 0.00 | 0.00 | 1.75 | 3.79 | 6.79 | 0.19 | 13.65 | 3.93 | 13.49 | 42.41 |
| Sharpe Ratio | NA | -0.04 | -0.04 | -0.01 | 0.04 | NA | NA | … | … | -0.06 | -0.03 | 0.00 | 0.00 | 0.01 | 0.16 | 0.31 | -0.08 | 1.11 | 1.01 | 1.28 | 2.14 |
| Standard Deviation(%) | NA | 101.72 | 60.07 | 69.14 | 49.60 | NA | NA | … | … | 89.76 | 60.56 | NA | 38.33 | 109.86 | 14.92 | 17.47 | 5.23 | 12.07 | 3.86 | 10.55 | 21.08 |
| Draw Down(%) | NA | 36.12 | 36.12 | 36.12 | 36.12 | NA | NA | … | … | 36.12 | 34.20 | 0.00 | 15.89 | 33.67 | 11.16 | 11.16 | 3.52 | 2.52 | 0.00 | 0.00 | 4.29 |
| Yield(%) | 0.00 | 2.52 | 1.18 | 1.40 | 2.58 | 3.08 | 2.31 | … | … | 2.31 | 1.94 | 0.00 | 0.00 | 1.72 | 4.04 | 3.98 | 3.71 | 4.30 | 3.78 | 1.01 | 5.96 |
Data as of 10/30/2024, Common starting date is 01/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUNIY (Duni AB ADR) |
0.34%
May 2020 – May 2023 |
1.30%
May 2018 – May 2023 |
3.27%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUNIY (Duni AB ADR) |
22.33%
Sep 2013 – Sep 2016 |
14.91%
May 2013 – May 2018 |
7.99%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart