Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWDBF (Swedbank AB (publ)) | 10.76% | 38.14% | 41.30% | 30.23% | 32.22% | 22.97% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/04/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWDBF (Swedbank AB (publ)) | 10/04/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.47 | 38.14 | 41.30 | 30.23 | 32.22 | 22.97 | NA | … | … | 10.76 | 95.78 | 2.93 | 19.34 | -14.62 | 72.35 | 460.37 | -27.07 | -7.93 | 0.54 | 8.79 | -9.39 | -6.82 | 58.35 | 57.15 | 0.72 | 35.45 | 65.79 | -80.80 | -11.71 | 27.78 |
| Sharpe Ratio | NA | 1.10 | 1.07 | 0.72 | 0.51 | NA | NA | … | … | 1.08 | 1.89 | -0.02 | 0.49 | -0.40 | 1.39 | 2.88 | -0.80 | -0.40 | -0.01 | 0.27 | -0.49 | -0.30 | 1.73 | 2.74 | 0.02 | 1.34 | 0.66 | -0.66 | -0.76 | 4.27 |
| Standard Deviation(%) | NA | 39.51 | 38.47 | 41.82 | 60.95 | NA | NA | … | … | 37.87 | 49.40 | 27.98 | 32.02 | 40.64 | 52.11 | 158.33 | 35.79 | 23.29 | 17.28 | 31.55 | 19.42 | 22.78 | 33.79 | 21.07 | 43.35 | 26.43 | 99.41 | 124.50 | 19.71 | 41.31 |
| Draw Down(%) | NA | 14.39 | 25.16 | 44.24 | 54.94 | NA | NA | … | … | 14.39 | 25.16 | 11.94 | 25.19 | 41.27 | 14.26 | 33.85 | 39.04 | 19.78 | 15.84 | 19.09 | 20.27 | 18.12 | 14.63 | 7.00 | 37.14 | 2.55 | 26.06 | 80.80 | 16.40 | 0.00 |
| Yield(%) | 0.00 | 12.06 | 14.55 | 15.61 | 11.26 | 9.98 | 5.54 | … | … | 9.67 | 11.18 | 7.09 | 0.05 | 0.06 | 41.79 | 59.99 | 7.02 | 0.08 | 0.04 | 0.61 | 0.53 | 5.75 | 8.09 | 5.73 | 2.58 | 0.00 | 0.00 | 4.82 | 3.34 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDBF (Swedbank AB (publ)) |
-35.36%
Jan 2007 – Jan 2010 |
-17.45%
Dec 2006 – Dec 2011 |
-1.92%
May 2007 – May 2017 |
8.67%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDBF (Swedbank AB (publ)) |
111.33%
Feb 2020 – Feb 2023 |
66.89%
Aug 2019 – Aug 2024 |
33.80%
Feb 2016 – Feb 2026 |
29.78%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart