Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VOLAF (AB Volvo (publ)) | NA | 12.10% | 25.18% | 13.55% | 11.46% | 11.97% | NA | … | … |
Data as of 08/29/2025, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOLAF (AB Volvo (publ)) | 04/06/2010 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.10 | 25.18 | 13.55 | 11.46 | 11.97 | NA | … | … | 8.70 | 7.08 | 37.71 | -12.21 | 5.70 | 44.38 | 9.85 | -25.20 | 66.17 | 14.17 | -29.93 | 17.70 | 8.46 | 73.95 | -24.68 | 58.06 |
| Sharpe Ratio | NA | 0.05 | 0.60 | 0.31 | 0.19 | NA | NA | … | … | 0.23 | 0.03 | 1.00 | -0.36 | 0.23 | 0.40 | 0.14 | -0.87 | 2.60 | 0.65 | -0.95 | 0.70 | 0.30 | 1.61 | -0.61 | 2.72 |
| Standard Deviation(%) | NA | 36.92 | 31.81 | 31.79 | 47.93 | NA | NA | … | … | 44.75 | 17.99 | 33.89 | 37.98 | 25.19 | 110.16 | 61.51 | 30.50 | 25.29 | 21.54 | 31.48 | 25.11 | 28.19 | 46.51 | 40.37 | 31.07 |
| Draw Down(%) | NA | 26.26 | 26.26 | 43.67 | 61.02 | NA | NA | … | … | 26.26 | 12.26 | 11.67 | 37.98 | 19.48 | 52.06 | 30.75 | 32.60 | 8.64 | 8.92 | 29.93 | 10.69 | 15.02 | 24.90 | 44.83 | 0.00 |
| Yield(%) | 0.00 | 6.95 | 9.51 | 6.43 | 5.06 | 8.05 | 7.33 | … | … | 7.19 | 6.81 | 6.79 | 0.06 | 4.84 | 0.00 | 0.07 | 0.05 | 0.00 | 0.40 | 0.28 | 3.68 | 20.69 | 28.54 | 15.36 | 0.00 |
Data as of 08/29/2025, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOLAF (AB Volvo (publ)) |
-10.78%
Mar 2017 – Mar 2020 |
-3.32%
Sep 2017 – Sep 2022 |
4.57%
May 2013 – May 2023 |
11.96%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOLAF (AB Volvo (publ)) |
30.47%
Dec 2011 – Dec 2014 |
27.73%
Mar 2020 – Mar 2025 |
14.18%
Jan 2012 – Jan 2022 |
12.44%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart