Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLUBF (H. Lundbeck A/S) | -13.75% | -25.08% | 1.85% | NA | NA | NA | NA | 1.85% |
Data as of 07/25/2025, AR inception is 07/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLUBF (H. Lundbeck A/S) | 07/13/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.08 | 1.85 | NA | NA | NA | NA | 1.85 | -13.75 | 10.82 | 16.66 | -5.26 |
| Sharpe Ratio | NA | -0.93 | -0.03 | NA | NA | NA | NA | -0.03 | -1.54 | 0.18 | 0.34 | -0.17 |
| Standard Deviation(%) | NA | 30.44 | 45.32 | NA | NA | NA | NA | 45.08 | 17.02 | 40.66 | 38.59 | 77.99 |
| Draw Down(%) | NA | 43.01 | 43.01 | NA | NA | NA | NA | 43.01 | 15.63 | 33.38 | 23.93 | 35.53 |
| Yield(%) | 0.00 | 2.70 | 2.92 | 1.75 | 0.88 | 0.58 | 0.44 | 2.92 | 3.11 | 2.60 | 2.45 | 0.00 |
Data as of 07/25/2025, AR inception is 07/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLUBF (H. Lundbeck A/S) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLUBF (H. Lundbeck A/S) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart