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Performance Comparison
Comparison Box

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 -1.00 1.08 0.15 -0.40 -1.90 1.26
Standard Deviation(%) NA 19.33 28.46 22.85 NA NA NA 24.16 25.57 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