Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALDF (Fastighets AB Balder (publ)) | NA | -14.79% | 1.77% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALDF (Fastighets AB Balder (publ)) | 12/28/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.79 | 1.77 | NA | NA | NA | NA | … | … | 4.62 | 30.00 | 48.99 | -99.81 | 0.00 |
| Sharpe Ratio | NA | -0.55 | -0.03 | NA | NA | NA | NA | … | … | 0.11 | 0.48 | 1.13 | -0.28 | NA |
| Standard Deviation(%) | NA | 32.49 | 54.63 | NA | NA | NA | NA | … | … | 30.43 | 48.95 | 40.03 | 366.76 | 0.00 |
| Draw Down(%) | NA | 33.48 | 47.99 | NA | NA | NA | NA | … | … | 17.23 | 26.22 | 0.00 | 99.81 | 0.00 |
| 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 |
Data as of 09/26/2025, Common starting date is 12/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALDF (Fastighets AB Balder (publ)) |
-74.66%
Mar 2022 – Mar 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 |
|---|---|---|---|---|
| BALDF (Fastighets AB Balder (publ)) |
11.35%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart