Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVSXF (Investor AB (publ)) | 15.30% | 37.21% | 27.32% | 13.63% | 5.96% | 11.03% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVSXF (Investor AB (publ)) | 02/23/2010 | 06/05/2026 |
| 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 (%) | 2.82 | 37.21 | 27.32 | 13.63 | 5.96 | 11.03 | NA | … | … | 15.30 | 34.61 | 17.24 | 20.41 | -25.23 | -62.04 | 71.28 | 31.09 | -6.96 | 20.40 | 1.52 | 5.29 | 16.12 | 61.60 | 102.00 | 12.21 | 53.03 |
| Sharpe Ratio | NA | 1.11 | 0.77 | 0.36 | 0.07 | NA | NA | … | … | 1.00 | 1.15 | 0.54 | 0.68 | -0.66 | -0.45 | 1.06 | 1.78 | -0.21 | 1.26 | 0.07 | 0.23 | 0.73 | 1.87 | 2.33 | 0.32 | 1.35 |
| Standard Deviation(%) | NA | 27.80 | 27.43 | 29.31 | 54.22 | NA | NA | … | … | 29.77 | 27.83 | 25.32 | 24.85 | 40.32 | 136.81 | 66.38 | 16.63 | 39.32 | 15.72 | 19.68 | 22.47 | 22.06 | 33.00 | 44.16 | 38.61 | 47.15 |
| Draw Down(%) | NA | 14.18 | 16.14 | 44.77 | 83.43 | NA | NA | … | … | 14.18 | 15.82 | 10.61 | 18.43 | 44.46 | 75.31 | 35.33 | 7.98 | 25.48 | 9.16 | 15.87 | 15.65 | 19.46 | 15.01 | 14.47 | 30.49 | 20.89 |
| Yield(%) | 0.00 | 1.92 | 1.86 | 1.38 | 5.07 | 8.69 | 11.85 | … | … | 1.25 | 0.50 | 2.01 | 2.15 | 0.42 | 0.07 | 27.28 | 0.02 | 0.02 | 0.03 | 0.03 | 0.31 | 3.94 | 27.29 | 33.31 | 24.51 | 23.74 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IVSXF (Investor AB (publ)) |
-34.53%
Apr 2021 – Apr 2024 |
-16.12%
Sep 2017 – Sep 2022 |
-2.23%
Oct 2013 – Oct 2023 |
11.09%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVSXF (Investor AB (publ)) |
65.97%
May 2010 – May 2013 |
45.84%
Mar 2010 – Mar 2015 |
28.67%
Nov 2010 – Nov 2020 |
14.55%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart