Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEBYY (SEB SA) | NA | -6.43% | -6.93% | -1.12% | NA | NA | NA | … | … |
Data as of 05/30/2025, Common starting date is 02/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEBYY (SEB SA) | 02/20/2018 | 05/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.43 | -6.93 | -1.12 | NA | NA | NA | … | … | -15.81 | 11.14 | 20.56 | -18.07 | 2.25 | -2.88 | 1.63 | -35.33 |
| Sharpe Ratio | NA | -0.20 | -0.16 | -0.05 | NA | NA | NA | … | … | -0.71 | 0.22 | 0.50 | -0.18 | 0.04 | -0.40 | 0.10 | -1.03 |
| Standard Deviation(%) | NA | 47.81 | 64.62 | 61.09 | NA | NA | NA | … | … | 52.64 | 34.17 | 33.84 | 109.89 | 56.74 | 7.78 | 1.62 | 39.98 |
| Draw Down(%) | NA | 26.69 | 44.74 | 52.00 | NA | NA | NA | … | … | 26.69 | 16.61 | 13.56 | 51.52 | 24.23 | 7.90 | 0.00 | 35.33 |
| Yield(%) | 0.00 | 2.56 | 1.38 | 1.65 | 0.78 | 0.52 | 0.39 | … | … | 0.00 | 2.56 | 2.78 | 2.21 | 2.01 | 1.04 | 1.63 | 1.00 |
Data as of 05/30/2025, Common starting date is 02/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBYY (SEB SA) |
-11.44%
Mar 2018 – Mar 2021 |
-10.26%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEBYY (SEB SA) |
4.42%
May 2019 – May 2022 |
1.74%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart