Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBOHF (Forbo Holding AG) | NA | -23.64% | -11.33% | -7.30% | NA | NA | NA | … | … |
Data as of 09/16/2025, Common starting date is 03/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBOHF (Forbo Holding AG) | 03/13/2017 | 09/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.64 | -11.33 | -7.30 | NA | NA | NA | … | … | -23.64 | -19.55 | 26.94 | -42.49 | 52.67 | -1.56 | -2.32 | -3.07 | 27.59 |
| Sharpe Ratio | NA | -0.45 | -0.31 | -0.22 | NA | NA | NA | … | … | -0.94 | -0.42 | 0.53 | -1.08 | 1.53 | -0.50 | -0.94 | -0.49 | 1.33 |
| Standard Deviation(%) | NA | 59.26 | 47.45 | 42.17 | NA | NA | NA | … | … | 36.93 | 55.78 | 44.54 | 40.73 | 34.32 | 3.58 | 4.04 | 9.21 | 26.08 |
| Draw Down(%) | NA | 29.89 | 43.59 | 60.38 | NA | NA | NA | … | … | 26.38 | 43.59 | 25.86 | 49.03 | 3.79 | 3.15 | 3.70 | 9.45 | 6.55 |
| Yield(%) | 0.00 | 2.65 | 2.00 | 2.14 | 1.87 | 1.25 | 0.94 | … | … | 2.65 | 1.72 | 1.98 | 2.40 | 1.44 | 1.61 | 1.41 | 1.23 | 1.54 |
Data as of 09/16/2025, Common starting date is 03/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBOHF (Forbo Holding AG) |
-17.76%
Apr 2022 – Apr 2025 |
-7.89%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBOHF (Forbo Holding AG) |
13.65%
Nov 2018 – Nov 2021 |
2.21%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart