Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVNLY (Svenska Handelsbanken PK) | 14.95% | 26.10% | 36.58% | 17.49% | 10.93% | 9.47% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVNLY (Svenska Handelsbanken PK) | 01/21/2010 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 26.10 | 36.58 | 17.49 | 10.93 | 9.47 | NA | … | … | 14.95 | 59.08 | 6.09 | 16.60 | -1.41 | 17.68 | 1.61 | 1.00 | -12.20 | 2.09 | 10.40 | -11.72 | -3.69 | 42.33 | 39.14 | -14.14 | 18.39 |
| Sharpe Ratio | NA | 0.84 | 1.24 | 0.52 | 0.30 | NA | NA | … | … | 1.12 | 2.11 | 0.09 | 0.49 | -0.09 | 0.81 | 0.03 | -0.02 | -0.61 | 0.08 | 0.34 | -0.46 | -0.20 | 1.76 | 1.32 | -0.33 | 0.50 |
| Standard Deviation(%) | NA | 23.56 | 26.37 | 27.51 | 27.82 | NA | NA | … | … | 26.19 | 26.82 | 27.60 | 26.90 | 31.97 | 21.82 | 44.88 | 21.02 | 22.47 | 18.34 | 29.80 | 25.77 | 18.42 | 24.01 | 29.82 | 42.86 | 38.63 |
| Draw Down(%) | NA | 12.72 | 20.06 | 29.30 | 46.54 | NA | NA | … | … | 12.56 | 15.58 | 20.06 | 20.20 | 27.12 | 16.20 | 36.91 | 25.40 | 24.82 | 17.16 | 20.18 | 22.55 | 17.25 | 15.85 | 15.27 | 37.85 | 19.66 |
| Yield(%) | 0.00 | 14.64 | 18.71 | 11.34 | 8.06 | 7.81 | 6.80 | … | … | 13.20 | 13.83 | 11.79 | 7.46 | 4.90 | 9.90 | 5.18 | 5.47 | 6.57 | 4.02 | 5.60 | 4.41 | 1.62 | 4.59 | 4.12 | 4.23 | 3.99 |
Data as of 06/11/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNLY (Svenska Handelsbanken PK) |
-12.04%
Sep 2017 – Sep 2020 |
-6.39%
Jul 2014 – Jul 2019 |
-0.32%
May 2013 – May 2023 |
7.43%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNLY (Svenska Handelsbanken PK) |
39.83%
May 2023 – May 2026 |
20.73%
Oct 2020 – Oct 2025 |
10.30%
May 2016 – May 2026 |
9.85%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart