| Period | 6M | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|
| Total Return | +8.42% | +22.08% | +51.66% | +63.82% | — | — |
| CAGR | +17.54% | +22.08% | +14.89% | +10.38% | N/D | N/D |
| Volatility | — | 13.13% | 13.38% | N/D | N/D | 13.38% |
| Sharpe ratio | — | 1.29 | 0.93 | N/D | N/D | N/D |
| Max Drawdown | — | -9.45% | N/D | N/D | N/D | -16.26% |
| # | Name | Ticker | % Portfolio |
|---|---|---|---|
| 1 | ASML Holding NV | ASML.AS | 5.03% |
| 2 | HSBC Holdings PLC | HSBA.L | 2.15% |
| 3 | Novartis AG Registered Shares | NOVN.SW | 1.97% |
| 4 | AstraZeneca PLC | AZN.L | 1.91% |
| 5 | Roche Holding AG Ordinary Shares new | ROP.SW | 1.90% |
| 6 | Nestle SA | NESN.SW | 1.74% |
| 7 | Siemens AG | SIE.DE | 1.55% |
| 8 | Shell PLC | SHEL.L | 1.44% |
| 9 | Banco Santander SA | SAN.MC | 1.33% |
| 10 | Schneider Electric SE | SU.PA | 1.24% |
Projection uses 5Y CAGR (10.4%/yr) compounded monthly. Not financial advice. Past performance does not guarantee future results.
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