Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 32.06% | 11.79% | 13.38% | 7.99% | 8.15% | 6.83% | 6.79% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 32.06 | 11.79 | 13.38 | 7.99 | 8.15 | 6.83 | 6.79 | NA | 17.06 | 22.03 | -5.13 | 3.96 | 26.73 | 15.60 | -8.43 | 9.44 | 0.75 | 1.21 | 0.94 | 18.55 | 10.65 | -3.79 | 13.29 | 24.79 | -30.32 | 11.14 | 9.67 | 9.28 | 9.27 | 23.24 | -6.46 | 0.11 |
| Sharpe Ratio | NA | 1.45 | 0.80 | 0.84 | 0.62 | NA | NA | 0.48 | 0.12 | 1.27 | 2.50 | -0.56 | 0.36 | 1.50 | 2.04 | -0.93 | 1.54 | 0.07 | 0.14 | 0.12 | 2.62 | 1.40 | -0.22 | 1.08 | 1.57 | -1.51 | 0.81 | 0.83 | 1.21 | 1.01 | 2.87 | -0.90 | -0.27 |
| Standard Deviation(%) | NA | 8.16 | 9.20 | 11.72 | 10.06 | NA | NA | 10.73 | 6.35 | 8.21 | 7.10 | 11.65 | 10.88 | 17.69 | 6.96 | 10.45 | 5.72 | 7.82 | 8.72 | 7.79 | 7.08 | 7.59 | 17.08 | 12.24 | 15.71 | 20.66 | 10.08 | 7.69 | 5.88 | 8.21 | 7.85 | 8.38 | 8.19 |
| Draw Down(%) | NA | 5.85 | 13.31 | 19.57 | 19.57 | NA | NA | 43.78 | 0.38 | 5.85 | 3.77 | 14.09 | 7.72 | 19.57 | 4.00 | 16.48 | 5.37 | 8.48 | 7.88 | 5.47 | 4.53 | 6.63 | 17.90 | 8.95 | 17.03 | 38.61 | 6.94 | 10.42 | 3.87 | 7.86 | 8.40 | 15.79 | 13.74 |
| Yield(%) | NA | 16.54 | 11.97 | 8.69 | 6.01 | NA | NA | 4.65 | NA | 4.50 | 16.19 | 7.76 | 6.56 | 4.55 | 3.22 | 4.11 | 0.86 | 5.59 | 2.98 | 3.61 | 3.74 | 2.21 | 4.31 | 3.32 | 4.03 | 2.40 | 9.46 | 6.69 | 5.52 | 2.10 | 1.13 | 0.74 | 1.32 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-9.74%
Feb 2006 - Feb 2009 |
-2.97%
Feb 2004 - Feb 2009 |
3.32%
Oct 2007 - Oct 2017 |
3.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERICSSON CAPITAL ACCUMULATION AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.67%
Feb 2009 - Feb 2012 |
15.24%
Feb 2009 - Feb 2014 |
8.31%
Feb 2009 - Feb 2019 |
9.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart