Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTERF (Rottneros AB (publ)) | NA | 0.00% | 30.86% | 27.26% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 06/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTERF (Rottneros AB (publ)) | 06/29/2016 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 30.86 | 27.26 | NA | NA | NA | … | … | 0.00 | 49.38 | 0.00 | -21.05 | 70.15 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.90 | 0.71 | NA | NA | NA | … | … | 0.00 | 1.20 | 0.00 | -0.90 | 1.29 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 40.21 | 32.98 | 36.61 | NA | NA | NA | … | … | NA | 40.21 | NA | 23.59 | 53.15 | NA | NA | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 21.05 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 21.05 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 24.07 | 22.39 | 11.49 | 7.66 | 5.75 | … | … | 0.00 | 22.22 | 50.00 | 0.00 | 14.93 | 1.49 | 1.49 | 0.00 |
Data as of 07/10/2023, Common starting date is 06/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTERF (Rottneros AB (publ)) |
2.48%
Jul 2016 – Jul 2019 |
8.94%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTERF (Rottneros AB (publ)) |
49.45%
Apr 2019 – Apr 2022 |
28.02%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart