Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSBF (Investor AB ser. B) | 8.12% | 37.82% | 28.23% | 17.29% | 17.60% | 21.08% | NA | … | … |
Data as of 01/23/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSBF (Investor AB ser. B) | 02/23/2010 | 01/23/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 37.82 | 28.23 | 17.29 | 17.60 | 21.08 | NA | … | … | 8.12 | 38.70 | 16.50 | 28.41 | -26.95 | 37.35 | 35.54 | 30.12 | -6.38 | 22.10 | -0.32 | 1.83 | 10.41 | 70.72 | 100.12 | 7.08 | 57.17 |
| Sharpe Ratio | NA | 1.08 | 0.86 | 0.46 | 0.56 | NA | NA | … | … | 9.57 | 1.11 | 0.49 | 0.90 | -0.65 | 1.44 | 0.94 | 1.48 | -0.35 | 1.42 | -0.02 | 0.08 | 0.57 | 2.01 | 2.36 | 0.15 | 1.63 |
| Standard Deviation(%) | NA | 32.42 | 28.93 | 31.90 | 28.89 | NA | NA | … | … | 25.05 | 32.37 | 26.38 | 27.79 | 43.55 | 25.93 | 37.22 | 19.31 | 22.44 | 15.17 | 29.30 | 21.71 | 18.17 | 35.18 | 42.88 | 47.11 | 42.43 |
| Draw Down(%) | NA | 14.24 | 17.30 | 48.48 | 48.48 | NA | NA | … | … | 3.13 | 14.24 | 16.99 | 17.30 | 48.48 | 19.42 | 38.56 | 10.26 | 20.87 | 11.59 | 20.52 | 19.88 | 18.48 | 11.95 | 17.15 | 35.65 | 24.17 |
| Yield(%) | 0.00 | 3.01 | 2.97 | 0.50 | 0.86 | 6.49 | 7.62 | … | … | 0.00 | 3.30 | 1.97 | 2.30 | 0.45 | 0.02 | 1.73 | 0.02 | 0.02 | 0.03 | 0.03 | 0.30 | 3.59 | 26.58 | 31.17 | 23.15 | 23.26 |
Data as of 01/23/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSBF (Investor AB ser. B) |
1.49%
Mar 2017 – Mar 2020 |
1.80%
May 2014 – May 2019 |
9.30%
Oct 2013 – Oct 2023 |
20.06%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSBF (Investor AB ser. B) |
63.30%
May 2010 – May 2013 |
44.15%
Mar 2010 – Mar 2015 |
26.63%
Dec 2011 – Dec 2021 |
22.27%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart