Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) | 36.60% | 36.60% | 11.99% | 3.92% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) | 04/16/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.60 | 11.99 | 3.92 | NA | NA | NA | … | … | 36.60 | -12.88 | 11.51 | 6.74 | -14.43 | 0.00 | 25.74 |
| Sharpe Ratio | NA | 1.12 | 0.36 | 0.05 | NA | NA | NA | … | … | 2.25 | -0.84 | 1.20 | 0.15 | -0.40 | -1.90 | 1.26 |
| Standard Deviation(%) | NA | 30.38 | 24.10 | 25.89 | NA | NA | NA | … | … | 46.52 | 18.78 | 6.55 | 20.69 | 40.18 | 0.01 | 29.91 |
| Draw Down(%) | NA | 0.00 | 16.75 | 31.06 | NA | NA | NA | … | … | 0.00 | 16.74 | 0.01 | 11.80 | 31.06 | 0.01 | 10.71 |
| Yield(%) | 0.00 | 1.19 | 1.04 | 0.68 | 0.43 | 0.28 | 0.21 | … | … | 1.19 | 0.88 | 0.84 | 0.84 | 0.01 | 0.01 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) |
-6.31%
Aug 2020 – Aug 2023 |
-2.36%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBGUF (L E Lundbergföretagen AB (publ)) |
11.99%
Apr 2023 – Apr 2026 |
3.92%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart