Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDRBF (NIBE Industrier AB (publ)) | 1.05% | -9.18% | -29.27% | -17.20% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDRBF (NIBE Industrier AB (publ)) | 06/28/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.85 | -9.18 | -29.27 | -17.20 | NA | NA | NA | … | … | 1.05 | 1.19 | -44.24 | -21.69 | -33.80 | 83.46 | 92.15 | 68.95 | 12.50 | 23.87 | -3.12 |
| Sharpe Ratio | NA | -0.17 | -0.66 | -0.14 | NA | NA | NA | … | … | 0.39 | -0.04 | -0.90 | -0.69 | -0.55 | 0.09 | 0.08 | 1.67 | 0.55 | 1.43 | -0.22 |
| Standard Deviation(%) | NA | 36.15 | 47.01 | 132.04 | NA | NA | NA | … | … | 42.07 | 46.11 | 53.24 | 37.23 | 63.91 | 947.37 | 1,083.92 | 40.30 | 20.18 | 16.28 | 28.70 |
| Draw Down(%) | NA | 22.32 | 70.77 | 77.43 | NA | NA | NA | … | … | 15.81 | 25.87 | 45.98 | 47.84 | 51.33 | 93.50 | 80.96 | 16.04 | 12.60 | 4.79 | 26.15 |
| Yield(%) | 0.00 | 0.00 | 0.28 | 0.39 | 3.00 | 2.00 | 1.50 | … | … | 0.00 | 0.81 | 0.87 | 7.64 | 0.35 | 0.67 | 0.19 | 12.04 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDRBF (NIBE Industrier AB (publ)) |
-42.86%
Feb 2021 – Feb 2024 |
-32.70%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDRBF (NIBE Industrier AB (publ)) |
144.79%
Feb 2018 – Feb 2021 |
54.45%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart