Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTOBF (Ratos AB (publ)) | NA | 20.34% | 10.25% | 49.76% | 32.03% | NA | NA | … | … |
Data as of 06/26/2025, Common starting date is 03/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTOBF (Ratos AB (publ)) | 03/01/2013 | 06/26/2025 |
| 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 (%) | 0.00 | 20.34 | 10.25 | 49.76 | 32.03 | NA | NA | … | … | 13.76 | 76.88 | 20.54 | -31.46 | 130.11 | 29.25 | 72.98 | 15.52 | 21.74 | 55.98 | 71.87 | -0.01 | 21.21 |
| Sharpe Ratio | NA | 0.83 | 0.16 | 0.91 | 0.55 | NA | NA | … | … | 0.97 | 1.37 | 0.55 | -0.69 | 1.71 | 0.42 | 1.65 | 0.17 | 1.40 | 0.70 | 1.07 | 0.00 | 0.59 |
| Standard Deviation(%) | NA | 20.53 | 43.94 | 52.28 | 56.05 | NA | NA | … | … | 28.54 | 51.90 | 29.80 | 47.96 | 76.01 | 68.09 | 43.26 | 83.43 | 15.18 | 80.09 | 67.16 | 46.35 | 43.86 |
| Draw Down(%) | NA | 11.55 | 44.75 | 44.75 | 44.75 | NA | NA | … | … | 11.55 | 0.13 | 9.06 | 44.75 | 0.00 | 35.58 | 15.16 | 32.43 | 0.00 | 34.80 | 22.26 | 39.07 | 26.57 |
| Yield(%) | 0.00 | 4.35 | 11.98 | 44.67 | 17.45 | 13.27 | 9.96 | … | … | 4.11 | 40.19 | 24.56 | 19.39 | 26.10 | 20.45 | 20.00 | 42.46 | 5.40 | 59.73 | 54.99 | 34.17 | 29.41 |
Data as of 06/26/2025, Common starting date is 03/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTOBF (Ratos AB (publ)) |
-2.65%
Apr 2016 – Apr 2019 |
16.30%
May 2015 – May 2020 |
29.84%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTOBF (Ratos AB (publ)) |
85.49%
Mar 2019 – Mar 2022 |
55.10%
Mar 2017 – Mar 2022 |
41.53%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart