Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERIC (Telefonaktiebolaget LM Ericsson (publ)) | 32.07% | 52.53% | 39.96% | 2.91% | 7.75% | 2.51% | 2.10% | … | … |
Data as of 06/05/2026, Common starting date is 08/24/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERIC (Telefonaktiebolaget LM Ericsson (publ)) | 08/24/1981 | 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 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.83 | 52.53 | 39.96 | 2.91 | 7.75 | 2.51 | 2.10 | … | … | 32.07 | 23.93 | 33.40 | 13.37 | -44.41 | -7.23 | 38.51 | 0.17 | 35.45 | 16.58 | -33.79 | -15.50 | 2.46 | 25.56 | 3.79 | -9.70 | 27.77 | 20.59 | -30.32 | -40.86 | 18.77 | 10.64 | 77.91 | 162.61 | -86.95 | -52.94 | -31.67 | 174.41 | 28.31 | 23.60 | 54.81 | 41.50 | 36.53 | 52.36 | 37.66 | -40.31 | 12.27 | 142.92 | 123.11 | -14.86 | 5.06 | 3.04 | -42.50 | 7.53 | 22.37 | 1.33 |
| Sharpe Ratio | NA | 1.66 | 1.16 | 0.02 | 0.18 | NA | NA | … | … | 3.37 | 0.58 | 1.05 | 0.32 | -1.05 | -0.24 | 0.82 | -0.05 | 1.00 | 0.50 | -0.85 | -0.58 | 0.11 | 1.00 | 0.11 | -0.22 | 0.77 | 0.41 | -0.47 | -1.03 | 0.55 | 0.37 | 1.69 | 2.77 | -0.80 | -0.66 | -0.51 | 3.38 | 0.39 | 0.51 | 1.43 | 0.99 | 0.99 | 1.20 | 0.83 | -1.04 | 0.17 | 5.29 | 4.51 | -0.51 | 0.02 | -0.09 | -2.02 | 0.04 | 0.28 | -0.15 |
| Standard Deviation(%) | NA | 33.52 | 32.38 | 34.51 | 35.36 | NA | NA | … | … | 34.07 | 36.42 | 28.47 | 30.82 | 43.98 | 30.21 | 46.21 | 28.70 | 34.06 | 31.78 | 40.02 | 26.83 | 21.84 | 25.45 | 33.54 | 45.12 | 35.90 | 49.71 | 66.36 | 42.88 | 28.08 | 22.94 | 45.58 | 58.53 | 110.57 | 84.58 | 69.90 | 50.61 | 64.33 | 39.06 | 35.44 | 37.90 | 33.83 | 41.67 | 41.94 | 42.36 | 40.21 | 25.89 | 26.06 | 37.10 | 29.52 | 28.34 | 24.40 | 33.30 | 51.31 | 37.18 |
| Draw Down(%) | NA | 15.79 | 22.69 | 64.32 | 66.59 | NA | NA | … | … | 9.05 | 22.69 | 22.13 | 27.61 | 56.50 | 29.53 | 33.01 | 25.89 | 15.53 | 24.93 | 50.36 | 30.41 | 13.82 | 17.62 | 16.94 | 41.68 | 22.09 | 19.59 | 59.20 | 47.92 | 25.26 | 12.97 | 27.01 | 46.45 | 93.86 | 74.32 | 59.57 | 26.58 | 53.79 | 30.54 | 19.02 | 30.10 | 17.49 | 38.78 | 28.50 | 60.76 | 33.09 | 6.66 | 12.39 | 46.01 | 28.49 | 32.14 | 44.00 | 26.56 | 44.32 | 10.59 |
| Yield(%) | 0.00 | 3.69 | 5.39 | 2.03 | 2.53 | 2.23 | 2.01 | … | … | 1.75 | 3.46 | 4.23 | 4.29 | 2.26 | 1.97 | 1.81 | 1.26 | 1.89 | 1.94 | 9.05 | 6.54 | 3.89 | 4.18 | 3.64 | 2.97 | 2.03 | 2.73 | 3.57 | 1.73 | 1.63 | 1.14 | 0.00 | 0.00 | 0.18 | 0.46 | 0.41 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/24/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERIC (Telefonaktiebolaget LM Ericsson (publ)) |
-69.76%
Feb 2000 – Feb 2003 |
-42.76%
Sep 1997 – Sep 2002 |
-20.94%
Feb 2000 – Feb 2010 |
-12.49%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERIC (Telefonaktiebolaget LM Ericsson (publ)) |
118.03%
Sep 2002 – Sep 2005 |
68.30%
Feb 1995 – Feb 2000 |
41.36%
Nov 1987 – Nov 1997 |
38.11%
Feb 1985 – Feb 2000 |
Annualized Rolling Returns Comparison Chart