Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUFAF (Hufvudstaden AB (publ)) | -4.28% | 7.34% | 0.74% | 0.49% | 7.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUFAF (Hufvudstaden AB (publ)) | 03/05/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.34 | 0.74 | 0.49 | 7.76 | NA | NA | … | … | -4.28 | 17.66 | 2.46 | -7.55 | -17.77 | 3.40 | -11.75 | 72.58 | 20.49 | 11.41 | 49.59 | 25.51 | 26.43 | 15.06 |
| Sharpe Ratio | NA | 0.33 | -0.21 | -0.09 | 0.19 | NA | NA | … | … | -1.11 | 1.18 | -0.48 | -0.72 | -0.47 | 0.12 | -0.20 | 1.87 | 0.62 | 1.70 | 1.11 | 1.01 | 1.06 | 0.61 |
| Standard Deviation(%) | NA | 14.15 | 11.98 | 23.02 | 31.78 | NA | NA | … | … | 11.40 | 12.61 | 2.43 | 15.69 | 40.74 | 27.06 | 59.58 | 38.09 | 30.96 | 6.36 | 44.52 | 25.31 | 25.03 | 30.36 |
| Draw Down(%) | NA | 6.85 | 17.21 | 41.19 | 48.51 | NA | NA | … | … | 6.58 | 4.88 | 0.00 | 17.39 | 37.22 | 13.09 | 41.35 | 7.36 | 8.10 | 0.00 | 17.96 | 8.09 | 10.28 | 14.05 |
| Yield(%) | 0.00 | 2.52 | 2.86 | 2.43 | 7.71 | 10.44 | 7.83 | … | … | 2.25 | 4.76 | 2.40 | 2.17 | 1.62 | 1.58 | 2.13 | 25.08 | 21.81 | 2.54 | 23.92 | 22.31 | 21.67 | 19.08 |
Data as of 06/04/2026, Common starting date is 03/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUFAF (Hufvudstaden AB (publ)) |
-15.02%
Sep 2019 – Sep 2022 |
-8.21%
Feb 2020 – Feb 2025 |
7.76%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUFAF (Hufvudstaden AB (publ)) |
40.60%
Sep 2013 – Sep 2016 |
35.64%
Jan 2015 – Jan 2020 |
14.89%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart