Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVTBF (Investment AB Latour (publ)) | NA | -1.93% | 5.62% | 3.55% | 4.02% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVTBF (Investment AB Latour (publ)) | 06/08/2015 | 09/26/2025 |
| 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.62 | -1.93 | 5.62 | 3.55 | 4.02 | NA | NA | … | … | -1.93 | 17.96 | 1.85 | -42.35 | 70.08 | 28.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.22 | 0.13 | 0.05 | 0.11 | NA | NA | … | … | -0.21 | 0.77 | -0.98 | -1.09 | 2.07 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 22.51 | 16.90 | 29.65 | 22.07 | NA | NA | … | … | 26.26 | 18.67 | 1.85 | 40.38 | 33.83 | 35.19 | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 14.50 | 14.50 | 42.35 | 42.35 | NA | NA | … | … | 14.50 | 9.04 | 0.00 | 42.35 | 0.00 | 16.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.91 | 2.03 | 1.81 | 1.13 | 0.75 | 0.57 | … | … | 1.91 | 2.04 | 1.85 | 0.93 | 1.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTBF (Investment AB Latour (publ)) |
-11.52%
Dec 2021 – Dec 2024 |
0.00%
Jul 2015 – Jul 2020 |
4.97%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVTBF (Investment AB Latour (publ)) |
29.74%
Dec 2018 – Dec 2021 |
16.91%
Dec 2016 – Dec 2021 |
5.26%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart