Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) | 7.18% | -6.21% | 10.41% | 3.40% | -5.50% | -0.07% | NA | -0.05% |
Data as of 07/01/2025, AR inception is 12/12/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) | 12/12/2007 | 07/01/2025 |
| 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.42 | -6.21 | 10.41 | 3.40 | -5.50 | -0.07 | NA | -0.05 | 7.18 | -19.81 | 69.74 | -42.15 | -2.39 | 8.69 | 54.62 | -28.37 | -22.32 | -19.39 | -9.27 | -6.60 | 38.27 | 13.26 | -1.32 | 25.01 | 44.86 | -32.69 | 0.00 |
| Sharpe Ratio | NA | -0.43 | 0.14 | 0.02 | -0.20 | NA | NA | -0.03 | 0.25 | -0.68 | 1.64 | -0.92 | -0.08 | 0.15 | 1.71 | -0.78 | -0.81 | -0.69 | -0.43 | -0.33 | 1.86 | 0.53 | -0.03 | 0.74 | 1.07 | -0.54 | 0.00 |
| Standard Deviation(%) | NA | 28.60 | 38.79 | 38.45 | 37.26 | NA | NA | 37.09 | 32.81 | 34.52 | 40.69 | 47.29 | 30.61 | 55.86 | 31.08 | 38.26 | 28.31 | 28.29 | 21.88 | 19.82 | 20.58 | 25.14 | 41.84 | 33.79 | 41.85 | 62.21 | NA |
| Draw Down(%) | NA | 31.03 | 33.27 | 63.78 | 71.24 | NA | NA | 71.24 | 17.15 | 26.38 | 26.55 | 54.71 | 30.75 | 52.96 | 14.94 | 33.83 | 27.25 | 25.06 | 17.50 | 14.63 | 11.15 | 19.89 | 30.01 | 21.32 | 24.37 | 51.98 | 0.00 |
| Yield(%) | 0.00 | 4.17 | 5.19 | 4.04 | 2.04 | 3.86 | 3.11 | 3.66 | 2.63 | 3.56 | 5.48 | 3.25 | 3.56 | 2.53 | 7.22 | 5.38 | 4.04 | 3.59 | 5.73 | 3.21 | 4.14 | 4.33 | 4.27 | 3.73 | 4.55 | 3.74 | 0.00 |
Data as of 07/01/2025, AR inception is 12/12/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) |
-27.36%
Aug 2015 - Aug 2018 |
-17.59%
Dec 2013 - Dec 2018 |
-8.25%
Sep 2012 - Sep 2022 |
-1.59%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNNMY (H & M Hennes & Mauritz AB ADR) |
29.00%
Feb 2009 - Feb 2012 |
24.77%
Oct 2008 - Oct 2013 |
4.33%
Nov 2008 - Nov 2018 |
3.65%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart