Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VOLVF (Volvo AB ser. B) | 12.50% | 31.62% | 30.23% | 12.07% | 16.62% | 11.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOLVF (Volvo AB ser. B) | 02/17/2009 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 31.62 | 30.23 | 12.07 | 16.62 | 11.22 | NA | … | … | 12.50 | 44.14 | 0.10 | 51.90 | -17.06 | 8.08 | 41.75 | 32.08 | -32.12 | 61.92 | 22.48 | -12.57 | -14.39 | 18.19 | 66.90 | -28.17 | 100.00 | 177.03 |
| Sharpe Ratio | NA | 0.63 | 0.75 | 0.28 | 0.40 | NA | NA | … | … | 0.77 | 0.93 | -0.11 | 1.50 | -0.42 | 0.25 | 0.70 | 1.08 | -1.15 | 2.39 | 0.65 | -0.48 | -0.61 | 0.62 | 1.47 | -0.59 | 2.77 | 2.93 |
| Standard Deviation(%) | NA | 44.42 | 38.18 | 38.57 | 38.16 | NA | NA | … | … | 46.99 | 44.48 | 32.41 | 32.52 | 44.28 | 32.66 | 59.17 | 28.34 | 29.15 | 25.75 | 34.11 | 26.11 | 23.67 | 29.33 | 46.05 | 47.99 | 36.07 | 75.04 |
| Draw Down(%) | NA | 22.12 | 25.36 | 46.81 | 57.40 | NA | NA | … | … | 22.12 | 25.36 | 16.67 | 13.26 | 43.01 | 20.70 | 51.02 | 21.89 | 40.11 | 10.47 | 25.16 | 33.33 | 36.85 | 22.45 | 24.31 | 51.52 | 9.77 | 27.68 |
| Yield(%) | 0.00 | 5.30 | 8.82 | 5.92 | 8.82 | 6.28 | 21.45 | … | … | 4.65 | 7.47 | 6.88 | 7.49 | 2.92 | 12.19 | 0.00 | 0.08 | 0.05 | 0.00 | 0.43 | 0.37 | 3.52 | 21.75 | 28.54 | 14.71 | 0.00 | 40.82 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOLVF (Volvo AB ser. B) |
-12.96%
Jun 2013 – Jun 2016 |
-2.94%
Sep 2017 – Sep 2022 |
4.02%
Sep 2012 – Sep 2022 |
10.41%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOLVF (Volvo AB ser. B) |
71.44%
Mar 2009 – Mar 2012 |
54.13%
Mar 2009 – Mar 2014 |
24.01%
Mar 2009 – Mar 2019 |
21.66%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart