Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLXY (AGL Energy Ltd) | -0.04% | -2.95% | 3.10% | 2.46% | -2.94% | -1.24% | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLXY (AGL Energy Ltd) | 05/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.97 | -2.95 | 3.10 | 2.46 | -2.94 | -1.24 | NA | … | … | -0.04 | -5.78 | 17.01 | 22.07 | 26.75 | -47.06 | -31.14 | 5.74 | -21.35 | 20.66 | 30.37 | 25.13 | -16.22 | -13.82 | 16.67 | 0.17 | 14.81 |
| Sharpe Ratio | NA | -0.17 | 0.06 | 0.02 | -0.13 | NA | NA | … | … | -0.09 | -0.28 | 0.35 | 0.63 | 0.69 | -1.31 | -0.91 | 0.14 | -0.54 | 0.91 | 1.15 | 0.97 | -0.83 | -0.61 | 0.80 | 0.01 | 0.54 |
| Standard Deviation(%) | NA | 38.52 | 35.97 | 36.20 | 34.10 | NA | NA | … | … | 47.22 | 31.52 | 38.49 | 29.36 | 36.97 | 35.81 | 34.32 | 29.77 | 42.05 | 22.15 | 26.18 | 25.93 | 19.47 | 22.68 | 20.90 | 25.68 | 43.06 |
| Draw Down(%) | NA | 23.29 | 36.62 | 46.11 | 76.77 | NA | NA | … | … | 21.70 | 27.42 | 22.22 | 27.03 | 36.27 | 57.04 | 38.89 | 21.79 | 32.34 | 15.65 | 20.82 | 11.68 | 30.63 | 25.96 | 12.11 | 16.10 | 21.21 |
| Yield(%) | 0.00 | 4.94 | 5.17 | 4.27 | 3.69 | 3.81 | 3.44 | … | … | 2.73 | 4.36 | 6.12 | 3.73 | 4.19 | 5.99 | 4.69 | 5.77 | 4.67 | 4.38 | 3.84 | 4.52 | 6.90 | 3.83 | 8.24 | 4.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 05/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLXY (AGL Energy Ltd) |
-29.83%
Nov 2018 – Nov 2021 |
-21.38%
Oct 2017 – Oct 2022 |
-8.35%
Nov 2011 – Nov 2021 |
-1.53%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLXY (AGL Energy Ltd) |
31.28%
Sep 2021 – Sep 2024 |
10.36%
Dec 2014 – Dec 2019 |
4.66%
Jul 2010 – Jul 2020 |
0.68%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart