Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKWBF (ROCKWOOL International A/S) | NA | -86.06% | -29.22% | -17.59% | 0.07% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 02/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKWBF (ROCKWOOL International A/S) | 02/26/2013 | 05/28/2025 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.58 | -86.06 | -29.22 | -17.59 | 0.07 | NA | NA | … | … | -86.14 | 57.81 | 39.19 | -33.43 | 3.04 | 143.36 | -19.30 | 4.05 | 62.47 | 38.27 | 36.51 | -24.89 | 36.72 |
| Sharpe Ratio | NA | -0.39 | -0.25 | -0.18 | -0.02 | NA | NA | … | … | -0.25 | 1.52 | 1.05 | -0.37 | 0.07 | 1.78 | -0.58 | 0.09 | 2.09 | 1.01 | 1.05 | -0.67 | 2.46 |
| Standard Deviation(%) | NA | 228.56 | 131.44 | 110.86 | 83.56 | NA | NA | … | … | 408.04 | 35.67 | 34.31 | 93.49 | 41.68 | 79.92 | 36.05 | 31.43 | 29.70 | 37.78 | 34.72 | 37.45 | 18.09 |
| Draw Down(%) | NA | 90.45 | 90.45 | 90.45 | 90.45 | NA | NA | … | … | 90.45 | 21.34 | 19.52 | 63.96 | 28.33 | 41.01 | 26.83 | 31.18 | 3.15 | 9.11 | 13.21 | 41.60 | 1.24 |
| Yield(%) | 0.00 | 2.58 | 15.13 | 12.05 | 16.93 | 13.41 | 10.06 | … | … | 2.57 | 16.23 | 14.00 | 9.19 | 0.00 | 16.89 | 11.24 | 8.43 | 1.54 | 8.33 | 10.00 | 6.54 | 8.06 |
Data as of 05/28/2025, Common starting date is 02/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKWBF (ROCKWOOL International A/S) |
-13.01%
Oct 2020 – Oct 2023 |
1.60%
Sep 2017 – Sep 2022 |
14.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKWBF (ROCKWOOL International A/S) |
51.42%
Sep 2015 – Sep 2018 |
41.89%
May 2016 – May 2021 |
29.37%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart