Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ELRXF (AB Electrolux (publ)) | -16.17% | -22.83% | -23.54% | -10.29% | 4.42% | NA | NA | 12.68% |
Data as of 07/31/2025, AR inception is 03/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELRXF (AB Electrolux (publ)) | 03/06/2013 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | -22.83 | -23.54 | -10.29 | 4.42 | NA | NA | 12.68 | -16.17 | -25.10 | -26.93 | -37.97 | 13.80 | 89.52 | 69.20 | -25.44 | 71.41 | 41.34 | 4.13 | 60.86 | 33.41 |
| Sharpe Ratio | NA | -0.51 | -0.59 | -0.25 | 0.08 | NA | NA | 0.26 | -0.53 | -0.89 | -0.59 | -0.73 | 0.46 | 1.15 | 1.53 | -0.47 | 3.00 | 1.04 | 0.10 | 1.27 | 1.17 |
| Standard Deviation(%) | NA | 36.95 | 41.47 | 43.49 | 46.98 | NA | NA | 46.31 | 33.64 | 32.27 | 52.48 | 54.23 | 30.17 | 77.20 | 44.18 | 57.75 | 23.69 | 39.46 | 39.65 | 47.98 | 35.77 |
| Draw Down(%) | NA | 33.89 | 61.59 | 75.26 | 75.26 | NA | NA | 75.26 | 24.34 | 25.10 | 51.57 | 59.09 | 24.03 | 44.89 | 16.34 | 38.67 | 8.56 | 13.56 | 27.03 | 19.23 | 18.97 |
| Yield(%) | 0.00 | 0.00 | 1.28 | 10.04 | 13.67 | 15.33 | 11.49 | 19.16 | 0.00 | 0.83 | 0.00 | 4.04 | 11.19 | 38.46 | 41.20 | 14.27 | 30.44 | 27.04 | 22.03 | 25.15 | 25.12 |
Data as of 07/31/2025, AR inception is 03/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELRXF (AB Electrolux (publ)) |
-30.63%
Apr 2021 - Apr 2024 |
-9.31%
May 2020 - May 2025 |
3.74%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELRXF (AB Electrolux (publ)) |
55.34%
Jun 2018 - Jun 2021 |
45.89%
Feb 2016 - Feb 2021 |
21.94%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart