Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELUXY (Electrolux AB Class B ADR) | -5.32% | 5.52% | -21.58% | -23.16% | -8.70% | -4.47% | -2.39% | … | … |
Data as of 06/05/2026, Common starting date is 07/01/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELUXY (Electrolux AB Class B ADR) | 07/01/1987 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.53 | 5.52 | -21.58 | -23.16 | -8.70 | -4.47 | -2.39 | … | … | -5.32 | -16.90 | -23.97 | -21.67 | -39.39 | 19.32 | 17.22 | 19.90 | -31.88 | 34.90 | 6.32 | -15.60 | 16.60 | 2.79 | 76.81 | -42.27 | 21.72 | 168.68 | -45.90 | 2.10 | -21.37 | 18.70 | 10.26 | 46.08 | 10.58 | 17.40 | -46.78 | 44.09 | 26.36 | 19.48 | 39.58 | -18.67 | 49.63 | 1.12 | -14.33 | 37.72 | -37.70 | -3.17 | 43.73 | -25.92 |
| Sharpe Ratio | NA | 0.03 | -0.51 | -0.53 | -0.21 | NA | NA | … | … | 0.00 | -0.42 | -0.75 | -0.54 | -0.89 | 0.70 | 0.19 | 0.66 | -1.12 | 1.74 | 0.20 | -0.43 | 0.56 | 0.10 | 2.07 | -0.84 | 0.50 | 2.64 | -0.69 | -0.02 | -0.31 | 0.66 | 0.36 | 1.51 | 0.18 | 0.33 | -1.10 | 1.07 | 0.45 | 0.43 | 1.58 | -0.93 | 1.49 | -0.03 | -0.46 | 1.01 | -1.18 | -0.37 | 1.46 | -1.13 |
| Standard Deviation(%) | NA | 55.95 | 49.48 | 46.35 | 46.55 | NA | NA | … | … | 71.28 | 47.67 | 40.85 | 48.48 | 45.82 | 27.60 | 88.97 | 28.02 | 29.63 | 19.76 | 30.71 | 36.06 | 29.51 | 27.67 | 37.55 | 50.36 | 42.96 | 63.90 | 67.63 | 54.54 | 80.70 | 25.00 | 25.80 | 30.06 | 51.27 | 46.87 | 46.46 | 38.35 | 50.69 | 37.20 | 22.66 | 24.29 | 31.23 | 34.69 | 36.27 | 33.41 | 36.17 | 24.27 | 26.70 | 43.42 |
| Draw Down(%) | NA | 49.21 | 66.63 | 79.42 | 79.97 | NA | NA | … | … | 49.21 | 46.06 | 33.08 | 53.55 | 56.68 | 22.76 | 57.05 | 17.78 | 44.71 | 13.37 | 23.49 | 31.90 | 21.44 | 20.73 | 22.11 | 50.69 | 26.45 | 35.33 | 59.82 | 44.57 | 59.79 | 16.04 | 26.48 | 13.74 | 35.19 | 47.03 | 56.86 | 17.80 | 43.56 | 24.90 | 11.62 | 27.74 | 21.60 | 22.91 | 47.57 | 21.90 | 56.86 | 35.74 | 19.60 | 40.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.35 | 3.75 | 3.75 | 3.53 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 3.97 | 12.71 | 13.73 | 4.36 | 3.09 | 4.29 | 3.37 | 2.69 | 3.93 | 3.85 | 5.81 | 3.44 | 0.26 | 0.00 | 4.31 | 19.73 | 3.60 | 4.47 | 5.11 | 4.36 | 2.94 | 2.91 | 3.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/01/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELUXY (Electrolux AB Class B ADR) |
-30.85%
Feb 2006 – Feb 2009 |
-25.09%
Apr 2021 – Apr 2026 |
-10.57%
Apr 2016 – Apr 2026 |
-5.25%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELUXY (Electrolux AB Class B ADR) |
49.98%
Feb 2009 – Feb 2012 |
31.17%
Feb 2009 – Feb 2014 |
17.78%
Feb 2009 – Feb 2019 |
13.00%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart