Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWMAF (Swedish Match AB) | NA | 23.93% | -41.52% | -23.22% | -11.04% | NA | NA | … | … |
Data as of 01/05/2023, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWMAF (Swedish Match AB) | 02/23/2010 | 01/05/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.93 | -41.52 | -23.22 | -11.04 | NA | NA | … | … | 0.00 | 33.23 | -89.81 | 54.92 | 31.80 | -2.39 | 23.90 | -10.77 | 13.50 | -3.15 | -3.17 | -4.89 | 23.94 | 33.65 |
| Sharpe Ratio | NA | 0.29 | -0.30 | -0.22 | -0.14 | NA | NA | … | … | 0.00 | 0.41 | -0.39 | 1.61 | 1.23 | -0.14 | 1.32 | -0.44 | 0.60 | -0.15 | -0.14 | -0.21 | 0.80 | 1.61 |
| Standard Deviation(%) | NA | 78.10 | 141.98 | 111.34 | 80.21 | NA | NA | … | … | NA | 78.63 | 230.74 | 33.87 | 24.74 | 26.83 | 17.69 | 25.08 | 22.29 | 20.98 | 23.23 | 23.99 | 29.75 | 24.84 |
| Draw Down(%) | NA | 24.49 | 91.82 | 91.82 | 91.82 | NA | NA | … | … | 0.00 | 24.49 | 91.82 | 19.88 | 25.50 | 33.52 | 7.14 | 17.75 | 15.85 | 15.15 | 21.62 | 25.46 | 14.63 | 19.88 |
| Yield(%) | 0.00 | 3.26 | 0.18 | 0.14 | 0.33 | 0.88 | 0.66 | … | … | 0.00 | 3.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.03 | 0.34 | 2.15 | 1.85 | 1.87 | 2.21 |
Data as of 01/05/2023, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMAF (Swedish Match AB) |
-47.90%
Mar 2019 – Mar 2022 |
-26.64%
Mar 2017 – Mar 2022 |
-15.96%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMAF (Swedish Match AB) |
31.91%
Sep 2017 – Sep 2020 |
22.11%
Sep 2015 – Sep 2020 |
13.71%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart