Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLUKF (H Lundbeck A/S) | NA | -15.30% | -11.67% | -12.63% | 2.75% | NA | NA | 3.46% |
Data as of 06/09/2022, AR inception is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLUKF (H Lundbeck A/S) | 01/06/2010 | 06/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.88 | -15.30 | -11.67 | -12.63 | 2.75 | NA | NA | 3.46 | -3.41 | -15.04 | -8.83 | -12.00 | -11.74 | 25.73 | 20.04 | 62.21 | -21.56 | 77.41 | -24.74 | 1.33 | 4.17 |
| Sharpe Ratio | NA | -0.60 | -0.37 | -0.40 | 0.04 | NA | NA | 0.07 | -0.19 | -0.49 | -0.19 | -0.68 | -0.32 | 0.93 | 0.59 | 1.54 | -0.81 | 3.13 | -0.91 | 0.04 | 0.16 |
| Standard Deviation(%) | NA | 38.86 | 40.53 | 37.81 | 34.68 | NA | NA | 33.39 | 42.09 | 45.72 | 46.41 | 19.57 | 40.30 | 27.12 | 33.64 | 40.46 | 26.64 | 24.73 | 27.37 | 30.55 | 26.58 |
| Draw Down(%) | NA | 34.74 | 52.36 | 71.38 | 71.38 | NA | NA | 71.38 | 17.73 | 37.83 | 40.76 | 28.89 | 45.50 | 26.12 | 21.90 | 18.99 | 36.96 | 13.64 | 32.54 | 33.77 | 26.77 |
| Yield(%) | 0.00 | 6.25 | 7.29 | 10.75 | 17.35 | 17.09 | 12.82 | 21.37 | 7.84 | 7.30 | 10.88 | 27.91 | 16.42 | 5.96 | 0.00 | 0.00 | 10.96 | 13.99 | 18.37 | 20.11 | 17.06 |
Data as of 06/09/2022, AR inception is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLUKF (H Lundbeck A/S) |
-25.00%
Jul 2018 - Jul 2021 |
-13.43%
May 2017 - May 2022 |
1.50%
Jul 2011 - Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLUKF (H Lundbeck A/S) |
52.08%
Jun 2015 - Jun 2018 |
30.58%
Jun 2013 - Jun 2018 |
10.31%
Jun 2010 - Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart