Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSQVY (Husqvarna AB) | -9.60% | -9.74% | -14.20% | -18.50% | -2.36% | -0.31% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSQVY (Husqvarna AB) | 01/31/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | -9.74 | -14.20 | -18.50 | -2.36 | -0.31 | NA | … | … | -9.60 | -1.43 | -33.77 | 21.84 | -53.87 | 26.13 | 70.55 | 10.68 | -19.49 | 25.76 | 20.75 | -8.79 | 28.86 | 1.92 | 40.80 | -43.74 | 15.02 | 69.81 | -45.38 |
| Sharpe Ratio | NA | -0.24 | -0.44 | -0.51 | -0.10 | NA | NA | … | … | -0.33 | -0.13 | -1.09 | 0.45 | -1.17 | 0.88 | 1.46 | 0.32 | -0.59 | 1.28 | 0.69 | -0.30 | 1.04 | 0.07 | 1.06 | -0.81 | 0.42 | 1.14 | -0.74 |
| Standard Deviation(%) | NA | 37.92 | 37.25 | 39.25 | 36.68 | NA | NA | … | … | 47.53 | 34.37 | 34.21 | 40.66 | 47.52 | 29.78 | 48.07 | 29.05 | 35.58 | 19.70 | 29.70 | 29.36 | 27.65 | 27.56 | 38.96 | 54.36 | 35.47 | 61.17 | 66.00 |
| Draw Down(%) | NA | 37.67 | 58.25 | 72.83 | 72.83 | NA | NA | … | … | 28.43 | 28.02 | 40.04 | 34.31 | 65.59 | 22.38 | 53.51 | 22.93 | 33.62 | 11.62 | 19.38 | 21.73 | 25.12 | 19.47 | 31.47 | 54.71 | 26.59 | 46.25 | 60.01 |
| Yield(%) | 0.00 | 2.00 | 2.65 | 1.65 | 3.33 | 3.14 | 2.60 | … | … | 1.11 | 1.88 | 3.46 | 3.98 | 2.07 | 2.14 | 6.09 | 3.36 | 2.86 | 2.77 | 3.19 | 2.66 | 3.96 | 3.65 | 4.69 | 2.70 | 1.77 | 17.04 | 3.71 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSQVY (Husqvarna AB) |
-28.07%
Dec 2021 – Dec 2024 |
-20.36%
Mar 2021 – Mar 2026 |
-2.84%
Mar 2016 – Mar 2026 |
-1.58%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSQVY (Husqvarna AB) |
33.53%
Dec 2018 – Dec 2021 |
21.88%
Feb 2009 – Feb 2014 |
17.25%
Dec 2011 – Dec 2021 |
10.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart