Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLVOF (Volvo Car AB (publ.)) | -10.14% | -35.86% | -30.22% | NA | NA | NA | NA | -34.75% |
Data as of 07/11/2025, AR inception is 11/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLVOF (Volvo Car AB (publ.)) | 11/04/2021 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.14 | -35.86 | -30.22 | NA | NA | NA | NA | -34.75 | -10.14 | -32.82 | -50.31 | -26.55 | 26.09 |
| Sharpe Ratio | NA | -0.72 | -0.64 | NA | NA | NA | NA | -0.62 | -0.36 | -0.67 | -1.04 | -0.75 | 5.87 |
| Standard Deviation(%) | NA | 53.87 | 52.50 | NA | NA | NA | NA | 52.30 | 60.16 | 59.23 | 52.66 | 37.59 | 59.11 |
| Draw Down(%) | NA | 49.40 | 74.15 | NA | NA | NA | NA | 83.23 | 32.53 | 49.41 | 51.08 | 42.71 | 3.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 11/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLVOF (Volvo Car AB (publ.)) |
-37.53%
Jan 2022 - Jan 2025 |
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 |
|---|---|---|---|---|
| VLVOF (Volvo Car AB (publ.)) |
-30.22%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart