Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLIDY (FLSmidth & Co AS) | 2.04% | 53.69% | 24.45% | 12.67% | 9.81% | 1.39% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLIDY (FLSmidth & Co AS) | 01/06/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.21 | 53.69 | 24.45 | 12.67 | 9.81 | 1.39 | NA | … | … | 2.04 | 54.32 | 23.61 | 15.58 | -0.26 | -3.75 | 2.38 | -13.75 | -17.02 | 43.96 | 14.73 | -18.13 | -17.91 | -3.88 | 1.88 | -38.51 | 33.41 |
| Sharpe Ratio | NA | 1.17 | 0.49 | 0.22 | 0.19 | NA | NA | … | … | 0.23 | 1.67 | 0.45 | 0.22 | -0.03 | -0.10 | 0.03 | -0.35 | -0.54 | 1.62 | 0.45 | -0.51 | -0.63 | -0.12 | 0.05 | -0.68 | 0.77 |
| Standard Deviation(%) | NA | 49.21 | 46.83 | 48.10 | 45.07 | NA | NA | … | … | 59.00 | 30.92 | 44.55 | 55.27 | 58.18 | 38.93 | 62.85 | 43.87 | 34.20 | 26.79 | 32.11 | 35.62 | 28.56 | 33.88 | 37.78 | 56.45 | 43.70 |
| Draw Down(%) | NA | 28.47 | 28.47 | 49.84 | 67.20 | NA | NA | … | … | 28.47 | 6.39 | 19.61 | 20.61 | 37.02 | 23.85 | 47.03 | 33.99 | 34.52 | 20.45 | 21.66 | 35.32 | 32.78 | 37.94 | 37.65 | 49.44 | 28.47 |
| Yield(%) | 0.00 | 0.00 | 1.45 | 1.17 | 2.14 | 1.07 | 1.07 | … | … | 0.00 | 2.40 | 1.47 | 1.14 | 1.12 | 0.85 | 2.87 | 2.97 | 2.36 | 2.17 | 1.74 | 2.97 | 0.69 | 2.68 | 2.54 | 1.81 | 1.23 |
Data as of 06/11/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLIDY (FLSmidth & Co AS) |
-24.47%
Oct 2017 – Oct 2020 |
-17.83%
Oct 2017 – Oct 2022 |
-8.60%
Apr 2010 – Apr 2020 |
-0.95%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLIDY (FLSmidth & Co AS) |
51.71%
Oct 2022 – Oct 2025 |
24.88%
Oct 2020 – Oct 2025 |
12.30%
Jan 2016 – Jan 2026 |
2.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart