Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLUYY (H Lundbeck A/S ADR) | NA | -37.83% | -20.34% | -17.79% | 2.30% | NA | NA | 0.93% |
Data as of 08/09/2022, AR inception is 05/31/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLUYY (H Lundbeck A/S ADR) | 05/31/2012 | 08/09/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.76 | -37.83 | -20.34 | -17.79 | 2.30 | NA | NA | 0.93 | -22.01 | -26.22 | -10.65 | -13.16 | -13.27 | 26.23 | 18.03 | 72.06 | -22.21 | 74.85 | -29.44 |
| Sharpe Ratio | NA | -0.36 | -0.31 | -0.32 | 0.04 | NA | NA | 0.01 | -0.25 | -0.85 | -0.28 | -0.55 | -0.33 | 0.78 | 0.53 | 1.71 | -0.94 | 2.85 | -1.36 |
| Standard Deviation(%) | NA | 106.43 | 67.83 | 57.77 | 46.65 | NA | NA | 46.39 | 136.00 | 30.74 | 38.81 | 26.37 | 43.53 | 32.99 | 33.52 | 42.03 | 23.66 | 26.24 | 33.20 |
| Draw Down(%) | NA | 71.74 | 79.31 | 86.99 | 86.99 | NA | NA | 86.99 | 65.14 | 46.55 | 41.10 | 31.17 | 46.96 | 28.56 | 24.56 | 19.08 | 40.22 | 14.53 | 33.21 |
| Yield(%) | 0.00 | 0.98 | 1.09 | 1.54 | 3.13 | 1.83 | 1.37 | 2.74 | 1.21 | 1.15 | 1.59 | 4.18 | 2.63 | 0.86 | 0.00 | 0.00 | 2.04 | 2.33 | 0.00 |
Data as of 08/09/2022, AR inception is 05/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLUYY (H Lundbeck A/S ADR) |
-23.58%
Jul 2018 - Jul 2021 |
-19.19%
Jul 2017 - Jul 2022 |
0.04%
Jun 2012 - Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLUYY (H Lundbeck A/S ADR) |
55.37%
Jun 2015 - Jun 2018 |
32.82%
Jun 2013 - Jun 2018 |
0.92%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart