Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLVLY (Volvo AB ADR) | 33.64% | 29.81% | 28.72% | 19.99% | NA | NA | NA | 15.81% |
Data as of 07/25/2025, AR inception is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLVLY (Volvo AB ADR) | 03/01/2018 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.32 | 29.81 | 28.72 | 19.99 | NA | NA | NA | 15.81 | 33.64 | -0.04 | 53.08 | -15.41 | 11.08 | 48.22 | 36.41 | -28.07 |
| Sharpe Ratio | NA | 0.83 | 0.83 | 0.58 | NA | NA | NA | 0.40 | 1.73 | -0.13 | 1.76 | -0.43 | 0.39 | 1.02 | 1.35 | -1.25 |
| Standard Deviation(%) | NA | 32.20 | 30.67 | 31.77 | NA | NA | NA | 33.15 | 37.43 | 27.33 | 28.42 | 39.24 | 28.18 | 46.58 | 25.85 | 27.25 |
| Draw Down(%) | NA | 25.95 | 25.95 | 43.19 | NA | NA | NA | 47.28 | 25.95 | 15.60 | 12.82 | 39.95 | 20.04 | 47.28 | 20.14 | 35.79 |
| Yield(%) | 0.00 | 7.39 | 9.38 | 10.10 | 6.08 | 4.05 | 3.04 | 8.68 | 7.63 | 6.75 | 7.13 | 5.90 | 12.25 | 3.09 | 8.42 | 2.84 |
Data as of 07/25/2025, AR inception is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVLY (Volvo AB ADR) |
7.82%
Jun 2019 - Jun 2022 |
9.30%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVLY (Volvo AB ADR) |
30.96%
Dec 2018 - Dec 2021 |
28.65%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart