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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HMRZF (H & M Hennes & Mauritz AB (publ)) 5.33% -20.51% 4.94% -0.58% -8.68% -3.01% NA -0.31%
Data as of 07/03/2025, AR inception is 02/17/2009
More Performance Analytics Comparison
Name Start Date End Date
HMRZF (H & M Hennes & Mauritz AB (publ)) 02/17/2009 07/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 -20.51 4.94 -0.58 -8.68 -3.01 NA -0.31 5.33 -24.06 65.09 -43.78 -3.14 1.08 48.22 -32.16 -25.19 -21.87 -14.60 -5.82 39.70 11.58 0.13 23.14 44.10
Sharpe Ratio NA -0.59 0.04 -0.08 -0.29 NA NA -0.03 0.19 -0.76 1.70 -1.15 -0.13 0.01 1.47 -0.83 -0.90 -0.71 -0.66 -0.30 1.74 0.44 0.00 0.64 1.34
Standard Deviation(%) NA 40.10 38.50 37.53 37.65 NA NA 35.29 42.86 40.16 36.23 39.53 24.92 58.32 31.85 40.61 28.79 31.28 22.03 19.73 22.83 26.58 42.75 35.86 38.47
Draw Down(%) NA 31.05 32.07 62.05 75.87 NA NA 77.08 17.69 26.19 22.53 52.37 30.15 52.67 16.29 35.62 28.47 25.77 19.07 14.88 12.15 19.67 30.66 23.73 14.69
Yield(%) 0.00 3.51 1.72 1.84 0.52 1.86 1.28 1.60 2.34 1.80 0.03 0.03 3.70 0.00 3.62 0.10 0.07 0.03 0.29 3.18 4.17 4.34 4.67 2.01 2.48
Data as of 07/03/2025, AR inception is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HMRZF (H & M Hennes & Mauritz AB (publ)) -29.29%
Aug 2015 - Aug 2018
-20.55%
Mar 2015 - Mar 2020
-10.80%
Sep 2012 - Sep 2022
-4.63%
Apr 2010 - Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HMRZF (H & M Hennes & Mauritz AB (publ)) 27.42%
Mar 2009 - Mar 2012
22.93%
Mar 2009 - Mar 2014
-0.11%
Mar 2009 - Mar 2019
1.11%
Mar 2009 - Mar 2024
Annualized Rolling Returns Comparison Chart