Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANZGF (ANZ Group Holdings Limited) | NA | -8.16% | 3.06% | 8.92% | -1.51% | 2.32% | 2.21% | … | … |
Data as of 05/30/2025, Common starting date is 09/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANZGF (ANZ Group Holdings Limited) | 09/19/2003 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | -8.16 | 3.06 | 8.92 | -1.51 | 2.32 | 2.21 | … | … | 4.19 | -0.63 | 14.37 | -17.99 | 6.74 | 7.30 | 8.85 | -24.91 | 5.42 | 9.50 | -18.13 | -7.23 | 11.71 | 30.13 | -8.73 | 27.78 | 80.00 | -56.97 | 20.79 | 15.76 | 12.58 | 21.57 | 7.32 |
| Sharpe Ratio | NA | -0.03 | -0.01 | 0.14 | -0.05 | NA | NA | … | … | 0.10 | -0.05 | 0.20 | -0.35 | 0.22 | 0.07 | 0.18 | -0.45 | 0.10 | 0.15 | -0.39 | -0.27 | 0.37 | 1.05 | -0.21 | 0.28 | 0.78 | -0.32 | 0.10 | 0.23 | 0.16 | 0.32 | 0.48 |
| Standard Deviation(%) | NA | 91.38 | 65.40 | 53.99 | 59.65 | NA | NA | … | … | 75.58 | 85.47 | 51.28 | 55.89 | 31.32 | 97.10 | 41.39 | 58.73 | 46.13 | 61.36 | 46.91 | 26.84 | 32.13 | 28.91 | 41.89 | 97.39 | 104.04 | 176.21 | 143.00 | 76.18 | 63.69 | 65.96 | 58.95 |
| Draw Down(%) | NA | 27.14 | 27.14 | 37.46 | 63.14 | NA | NA | … | … | 21.53 | 18.00 | 16.25 | 30.20 | 22.00 | 54.29 | 10.90 | 28.74 | 15.88 | 24.21 | 35.47 | 19.22 | 22.95 | 17.94 | 30.80 | 26.39 | 30.67 | 67.14 | 14.69 | 9.69 | 8.14 | 14.04 | 3.10 |
| Yield(%) | 0.00 | 0.00 | 0.99 | 1.19 | 1.41 | 2.89 | 2.38 | … | … | 0.00 | 0.00 | 3.22 | 0.00 | 0.00 | 1.38 | 7.48 | 0.00 | 3.29 | 3.96 | 3.18 | 2.79 | 2.64 | 2.93 | 5.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/30/2025, Common starting date is 09/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZGF (ANZ Group Holdings Limited) |
-22.61%
Mar 2017 – Mar 2020 |
-16.40%
Mar 2015 – Mar 2020 |
-5.06%
Apr 2013 – Apr 2023 |
-1.86%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZGF (ANZ Group Holdings Limited) |
49.25%
Mar 2009 – Mar 2012 |
34.23%
Mar 2009 – Mar 2014 |
11.64%
Mar 2009 – Mar 2019 |
8.34%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart