Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLVCY (Volvo Car AB (publ.)) | -8.12% | -35.08% | NA | NA | NA | NA | NA | -31.62% |
Data as of 07/11/2025, AR inception is 11/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLVCY (Volvo Car AB (publ.)) | 11/28/2022 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.08 | NA | NA | NA | NA | NA | -31.62 | -8.12 | -25.62 | -31.41 | 0.00 |
| Sharpe Ratio | NA | -0.72 | NA | NA | NA | NA | NA | -0.56 | -0.33 | -0.54 | -0.82 | 0.00 |
| Standard Deviation(%) | NA | 53.29 | NA | NA | NA | NA | NA | 51.91 | 54.89 | 59.76 | 44.03 | NA |
| Draw Down(%) | NA | 50.61 | NA | NA | NA | NA | NA | 64.10 | 31.66 | 44.93 | 40.43 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.73 | 1.64 | 0.82 | 0.55 | 0.41 | 4.09 | 0.00 | 12.01 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 11/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVCY (Volvo Car AB (publ.)) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVCY (Volvo Car AB (publ.)) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart