Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITJTY (Intrum AB (publ)) | NA | -54.73% | -51.41% | -32.82% | NA | NA | NA | … | … |
Data as of 01/31/2025, Common starting date is 05/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITJTY (Intrum AB (publ)) | 05/11/2018 | 01/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.10 | -54.73 | -51.41 | -32.82 | NA | NA | NA | … | … | 1.13 | -59.23 | -34.95 | -51.07 | 3.04 | -1.25 | 32.49 | -12.79 |
| Sharpe Ratio | NA | -0.54 | -0.67 | -0.44 | NA | NA | NA | … | … | 0.16 | -0.59 | -0.64 | -0.82 | 0.08 | -0.01 | 0.99 | -0.51 |
| Standard Deviation(%) | NA | 113.16 | 82.78 | 81.16 | NA | NA | NA | … | … | 70.44 | 112.39 | 61.77 | 64.14 | 37.87 | 102.91 | 31.50 | 41.05 |
| Draw Down(%) | NA | 78.55 | 94.64 | 95.58 | NA | NA | NA | … | … | 8.93 | 82.21 | 61.08 | 62.05 | 34.89 | 68.77 | 24.82 | 19.67 |
| Yield(%) | 0.00 | 0.00 | 2.94 | 3.65 | 2.38 | 1.59 | 1.19 | … | … | 0.00 | 0.00 | 10.58 | 5.12 | 5.36 | 3.88 | 4.60 | 0.00 |
Data as of 01/31/2025, Common starting date is 05/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITJTY (Intrum AB (publ)) |
-56.28%
Apr 2021 – Apr 2024 |
-34.14%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITJTY (Intrum AB (publ)) |
19.09%
Jun 2018 – Jun 2021 |
-15.57%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart