Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERIXF (Telefonaktiebolaget LM Ericsson Class B) | 33.66% | 57.64% | 39.68% | 2.97% | 7.79% | 2.16% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERIXF (Telefonaktiebolaget LM Ericsson Class B) | 10/18/2010 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.28 | 57.64 | 39.68 | 2.97 | 7.79 | 2.16 | NA | … | … | 33.66 | 23.15 | 32.47 | 13.97 | -45.85 | -4.72 | 36.26 | 2.30 | 38.12 | 13.42 | -36.75 | -18.44 | 3.21 | 27.43 | 2.59 | -7.61 | 2.84 |
| Sharpe Ratio | NA | 1.44 | 1.02 | 0.01 | 0.17 | NA | NA | … | … | 2.69 | 0.50 | 0.82 | 0.33 | -1.10 | -0.15 | 0.87 | 0.03 | 0.93 | 0.41 | -0.85 | -0.58 | 0.13 | 1.06 | 0.09 | -0.18 | 0.45 |
| Standard Deviation(%) | NA | 35.37 | 36.45 | 37.22 | 36.89 | NA | NA | … | … | 37.59 | 40.57 | 35.25 | 31.77 | 43.20 | 31.25 | 41.37 | 30.70 | 39.51 | 30.94 | 43.46 | 31.70 | 24.83 | 25.91 | 28.84 | 41.55 | 32.11 |
| Draw Down(%) | NA | 16.94 | 22.53 | 64.61 | 66.95 | NA | NA | … | … | 7.23 | 22.18 | 20.51 | 28.98 | 55.65 | 29.61 | 29.48 | 26.42 | 16.10 | 25.24 | 50.21 | 32.38 | 14.69 | 16.96 | 16.98 | 39.14 | 13.48 |
| Yield(%) | 0.00 | 3.73 | 5.34 | 2.02 | 2.52 | 1.89 | 2.02 | … | … | 1.67 | 3.60 | 4.18 | 4.34 | 2.22 | 1.89 | 1.78 | 1.22 | 1.84 | 1.93 | 4.94 | 3.18 | 3.78 | 4.34 | 3.65 | 3.06 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERIXF (Telefonaktiebolaget LM Ericsson Class B) |
-24.65%
Oct 2020 – Oct 2023 |
-11.75%
Oct 2011 – Oct 2016 |
-7.23%
Sep 2013 – Sep 2023 |
1.03%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERIXF (Telefonaktiebolaget LM Ericsson Class B) |
44.08%
May 2023 – May 2026 |
19.50%
Oct 2016 – Oct 2021 |
8.73%
May 2016 – May 2026 |
2.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart