Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWDBY (Swedbank AB) | 11.97% | 47.94% | 39.83% | 23.70% | 13.23% | 12.68% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWDBY (Swedbank AB) | 07/03/2008 | 06/09/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.97 | 47.94 | 39.83 | 23.70 | 13.23 | 12.68 | NA | … | … | 11.97 | 90.25 | 5.19 | 25.70 | -9.49 | 24.25 | 28.81 | -26.36 | -0.34 | 6.00 | 16.61 | -6.83 | -7.01 | 52.63 | 61.75 | -6.77 | 40.60 | 133.86 | -69.39 |
| Sharpe Ratio | NA | 2.03 | 1.49 | 0.75 | 0.39 | NA | NA | … | … | 1.07 | 3.50 | 0.06 | 0.78 | -0.31 | 1.06 | 0.63 | -0.79 | -0.08 | 0.32 | 0.59 | -0.31 | -0.35 | 1.94 | 2.01 | -0.12 | 0.87 | 1.38 | -0.69 |
| Standard Deviation(%) | NA | 22.17 | 25.52 | 27.64 | 29.29 | NA | NA | … | … | 27.18 | 25.13 | 24.65 | 28.41 | 34.87 | 22.84 | 45.18 | 35.02 | 22.12 | 16.76 | 27.77 | 22.03 | 20.30 | 27.06 | 31.07 | 55.55 | 46.63 | 97.10 | 131.93 |
| Draw Down(%) | NA | 13.37 | 20.10 | 41.38 | 53.66 | NA | NA | … | … | 13.37 | 20.10 | 12.77 | 22.75 | 36.56 | 14.21 | 35.19 | 41.71 | 15.84 | 17.46 | 17.14 | 15.96 | 13.78 | 15.05 | 16.95 | 50.03 | 26.90 | 66.67 | 77.21 |
| Yield(%) | 0.00 | 12.54 | 13.63 | 10.60 | 7.30 | 8.90 | 6.55 | … | … | 9.32 | 10.03 | 7.43 | 5.47 | 5.95 | 9.84 | 6.10 | 6.92 | 6.50 | 6.09 | 5.83 | 5.53 | 5.59 | 7.83 | 5.65 | 2.38 | 0.00 | 42.17 | 1.37 |
Data as of 06/09/2026, Common starting date is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDBY (Swedbank AB) |
-15.32%
Mar 2017 – Mar 2020 |
-7.80%
Mar 2015 – Mar 2020 |
2.30%
Oct 2013 – Oct 2023 |
8.17%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDBY (Swedbank AB) |
101.47%
Feb 2009 – Feb 2012 |
72.01%
Feb 2009 – Feb 2014 |
29.66%
Jan 2009 – Jan 2019 |
23.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart