Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBGBY (Fabege AB ADR) | 1.58% | 2.54% | 2.54% | -5.51% | NA | NA | NA | -3.31% |
Data as of 07/17/2025, AR inception is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBGBY (Fabege AB ADR) | 10/19/2018 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 2.54 | 2.54 | -5.51 | NA | NA | NA | -3.31 | 1.58 | 2.04 | 2.93 | -29.41 | 0.00 | 0.00 | 8.49 | 0.00 |
| Sharpe Ratio | NA | -1.28 | -0.80 | -0.48 | NA | NA | NA | -0.31 | -1.14 | -4.47 | -0.90 | -0.86 | -6,216.22 | 0.00 | 0.40 | 0.00 |
| Standard Deviation(%) | NA | 0.97 | 1.27 | 16.13 | NA | NA | NA | 15.52 | 0.99 | 1.02 | 1.49 | 35.96 | 0.00 | NA | 17.82 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 30.14 | NA | NA | NA | 37.86 | 0.00 | 0.00 | 0.00 | 30.14 | 0.00 | 0.00 | 11.05 | 0.00 |
| Yield(%) | 0.57 | 2.50 | 2.47 | 1.04 | 0.56 | 0.37 | 0.28 | 0.94 | 1.56 | 2.02 | 2.86 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBGBY (Fabege AB ADR) |
-11.27%
Jul 2019 - Jul 2022 |
-8.24%
Mar 2019 - Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBGBY (Fabege AB ADR) |
2.76%
Nov 2018 - Nov 2021 |
-4.52%
Jan 2019 - Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart