Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) | -12.88% | -8.86% | -4.16% | -0.58% | NA | NA | NA | 2.06% |
Data as of 07/25/2025, AR inception is 04/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) | 04/16/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.86 | -4.16 | -0.58 | NA | NA | NA | 2.06 | -12.88 | 10.63 | 6.74 | -14.43 | 0.00 | 25.74 |
| Sharpe Ratio | NA | -0.62 | -0.26 | -0.12 | NA | NA | NA | 0.00 | -0.99 | 1.08 | 0.15 | -0.40 | -1.90 | 1.26 |
| Standard Deviation(%) | NA | 19.33 | 28.46 | 22.85 | NA | NA | NA | 24.12 | 25.11 | 6.51 | 20.69 | 40.18 | 0.01 | 29.91 |
| Draw Down(%) | NA | 16.75 | 31.06 | 31.06 | NA | NA | NA | 31.06 | 16.74 | 0.01 | 11.80 | 31.06 | 0.01 | 10.71 |
| Yield(%) | 0.00 | 0.92 | 0.54 | 0.36 | 0.20 | 0.14 | 0.10 | 0.41 | 0.88 | 0.01 | 0.84 | 0.01 | 0.01 | 0.00 |
Data as of 07/25/2025, AR inception is 04/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) |
-6.31%
Aug 2020 - Aug 2023 |
-1.18%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) |
1.43%
Nov 2020 - Nov 2023 |
1.09%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart