Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SREDF (Storebrand ASA) | NA | 35.14% | 23.13% | 21.20% | 35.98% | NA | NA | … | … |
Data as of 08/22/2025, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SREDF (Storebrand ASA) | 08/20/2012 | 08/22/2025 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.14 | 23.13 | 21.20 | 35.98 | NA | NA | … | … | 27.17 | 30.80 | 19.22 | -16.79 | 58.45 | 194.64 | 57.68 | -13.17 | 63.73 | 35.56 | -9.82 | -29.47 | 13.20 | 24.38 |
| Sharpe Ratio | NA | 1.26 | 0.87 | 0.64 | 0.60 | NA | NA | … | … | 1.36 | 1.20 | 0.79 | -0.59 | 1.33 | 1.29 | 1.00 | -0.50 | 1.62 | 1.46 | -0.30 | -0.79 | 0.47 | 2.30 |
| Standard Deviation(%) | NA | 25.39 | 22.78 | 29.78 | 57.98 | NA | NA | … | … | 31.27 | 22.67 | 19.92 | 31.14 | 44.05 | 150.28 | 56.20 | 29.02 | 39.22 | 24.18 | 32.62 | 37.20 | 28.29 | 36.50 |
| Draw Down(%) | NA | 5.45 | 6.79 | 30.10 | 64.35 | NA | NA | … | … | 5.45 | 5.40 | 6.79 | 29.06 | 13.96 | 62.17 | 33.88 | 22.97 | 10.93 | 11.75 | 26.10 | 41.68 | 12.00 | 0.00 |
| Yield(%) | 0.00 | 4.16 | 3.48 | 3.17 | 18.50 | 11.96 | 8.97 | … | … | 3.92 | 0.44 | 4.77 | 0.44 | 0.66 | 46.10 | 43.42 | 0.40 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/22/2025, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREDF (Storebrand ASA) |
-12.02%
Mar 2017 – Mar 2020 |
3.18%
Jan 2014 – Jan 2019 |
23.61%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SREDF (Storebrand ASA) |
107.03%
Mar 2020 – Mar 2023 |
69.71%
Mar 2020 – Mar 2025 |
35.10%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart