Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THUPY (Thule Group AB (publ)) | -12.47% | -17.66% | -1.87% | -11.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THUPY (Thule Group AB (publ)) | 06/20/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.74 | -17.66 | -1.87 | -11.05 | NA | NA | NA | … | … | -12.47 | -8.83 | 11.43 | 33.57 | -63.74 | 67.87 | 60.66 | -1.60 |
| Sharpe Ratio | NA | -0.24 | -0.02 | -0.25 | NA | NA | NA | … | … | -0.41 | -0.20 | 0.18 | 0.57 | -1.18 | 1.24 | 0.98 | -0.06 |
| Standard Deviation(%) | NA | 46.12 | 49.27 | 50.01 | NA | NA | NA | … | … | 46.58 | 57.51 | 42.64 | 52.82 | 55.38 | 54.80 | 61.51 | 75.01 |
| Draw Down(%) | NA | 34.73 | 41.85 | 69.04 | NA | NA | NA | … | … | 24.43 | 40.08 | 17.88 | 33.57 | 68.68 | 30.59 | 44.45 | 31.17 |
| Yield(%) | 0.00 | 3.22 | 3.40 | 2.05 | 2.82 | 1.88 | 1.41 | … | … | 1.82 | 3.00 | 3.37 | 3.96 | 2.19 | 4.92 | 1.57 | 1.46 |
Data as of 06/04/2026, Common starting date is 06/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THUPY (Thule Group AB (publ)) |
-18.58%
Dec 2021 – Dec 2024 |
-10.00%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THUPY (Thule Group AB (publ)) |
19.16%
Apr 2020 – Apr 2023 |
15.44%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart