Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEBYF (SEB SA) | NA | -17.78% | 0.65% | -3.34% | 7.06% | NA | NA | … | … |
Data as of 06/23/2025, Common starting date is 02/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEBYF (SEB SA) | 02/20/2013 | 06/23/2025 |
| 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 | -17.78 | 0.65 | -3.34 | 7.06 | NA | NA | … | … | 14.74 | -14.12 | 39.87 | -43.75 | -6.97 | 20.26 | 14.57 | -25.25 | 30.57 | 46.63 | 24.65 | -7.12 | 5.83 |
| Sharpe Ratio | NA | -0.56 | -0.05 | -0.11 | 0.14 | NA | NA | … | … | 0.96 | -0.51 | 0.58 | -0.66 | -0.27 | 0.60 | 0.45 | -0.79 | 1.14 | 1.69 | 0.67 | -0.46 | 0.71 |
| Standard Deviation(%) | NA | 37.81 | 52.73 | 47.02 | 40.81 | NA | NA | … | … | 32.28 | 34.68 | 62.91 | 68.21 | 25.52 | 33.47 | 28.99 | 33.70 | 26.40 | 27.44 | 36.69 | 15.53 | 9.45 |
| Draw Down(%) | NA | 33.30 | 41.50 | 64.61 | 64.61 | NA | NA | … | … | 15.99 | 28.34 | 27.92 | 55.53 | 25.34 | 26.75 | 15.73 | 34.24 | 6.15 | 3.95 | 12.07 | 11.22 | 3.59 |
| Yield(%) | 0.00 | 4.97 | 5.18 | 3.13 | 4.87 | 3.02 | 2.26 | … | … | 6.94 | 5.48 | 6.08 | 3.28 | 1.20 | 2.32 | 1.44 | 0.99 | 1.30 | 1.42 | 1.63 | 1.44 | 1.42 |
Data as of 06/23/2025, Common starting date is 02/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBYF (SEB SA) |
-25.16%
Sep 2019 – Sep 2022 |
-15.69%
Sep 2017 – Sep 2022 |
2.75%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBYF (SEB SA) |
45.46%
Mar 2015 – Mar 2018 |
22.50%
Mar 2013 – Mar 2018 |
7.49%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart