Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANZGY (ANZ Group Holdings Limited) | 1.52% | 28.08% | 22.65% | 7.48% | 8.87% | 6.23% | 6.42% | … | … |
Data as of 06/10/2026, Common starting date is 05/16/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANZGY (ANZ Group Holdings Limited) | 05/16/1994 | 06/10/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | 28.08 | 22.65 | 7.48 | 8.87 | 6.23 | 6.42 | … | … | 1.52 | 45.04 | 5.39 | 17.91 | -15.21 | 21.54 | 4.77 | 6.36 | -19.12 | 8.00 | 14.94 | -17.25 | -4.91 | 15.32 | 34.67 | -7.48 | 23.71 | 101.77 | -53.39 | 8.63 | 27.82 | 9.86 | 22.32 | 38.95 | 8.09 | 15.25 | 12.82 | 11.28 | -0.75 | 7.25 | 35.91 | 46.53 | -8.75 |
| Sharpe Ratio | NA | 1.06 | 0.80 | 0.18 | 0.23 | NA | NA | … | … | -0.10 | 1.61 | 0.09 | 0.64 | -0.56 | 1.03 | 0.08 | 0.25 | -1.00 | 0.42 | 0.52 | -0.62 | -0.28 | 0.63 | 1.65 | -0.19 | 0.61 | 1.82 | -0.65 | 0.18 | 1.30 | 0.41 | 1.22 | 1.96 | 0.33 | 0.45 | 0.37 | 0.35 | -0.12 | 0.12 | 1.25 | 1.75 | -0.48 |
| Standard Deviation(%) | NA | 24.17 | 23.80 | 24.55 | 28.16 | NA | NA | … | … | 28.78 | 26.25 | 19.20 | 22.65 | 29.62 | 21.03 | 57.10 | 19.20 | 20.56 | 17.72 | 28.35 | 27.65 | 17.31 | 24.16 | 21.23 | 39.28 | 38.64 | 55.79 | 83.54 | 30.19 | 18.88 | 18.36 | 17.49 | 19.53 | 20.86 | 29.07 | 23.34 | 22.57 | 35.21 | 28.83 | 25.65 | 24.26 | 35.27 |
| Draw Down(%) | NA | 16.70 | 25.20 | 32.10 | 61.63 | NA | NA | … | … | 16.70 | 20.65 | 17.10 | 17.22 | 28.87 | 14.63 | 54.76 | 15.37 | 26.99 | 15.13 | 21.27 | 34.65 | 20.11 | 22.50 | 17.82 | 30.65 | 31.19 | 31.83 | 68.27 | 19.75 | 16.13 | 9.61 | 17.24 | 11.61 | 21.03 | 23.14 | 17.35 | 21.93 | 36.72 | 24.41 | 15.43 | 12.77 | 22.14 |
| Yield(%) | 0.00 | 5.79 | 7.32 | 4.98 | 5.95 | 5.32 | 1.21 | … | … | 2.43 | 6.15 | 6.29 | 7.18 | 5.59 | 6.19 | 2.48 | 5.63 | 5.21 | 5.43 | 6.17 | 5.23 | 5.64 | 6.08 | 6.93 | 6.19 | 5.72 | 7.68 | 0.89 | 1.06 | 1.06 | 1.04 | 1.10 | 2.19 | 1.01 | 0.92 | 0.98 | 1.09 | 0.98 | 1.11 | 1.69 | 1.02 | 1.05 |
Data as of 06/10/2026, Common starting date is 05/16/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZGY (ANZ Group Holdings Limited) |
-22.67%
Jan 2006 – Jan 2009 |
-12.89%
Mar 2015 – Mar 2020 |
-2.17%
Mar 2010 – Mar 2020 |
1.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZGY (ANZ Group Holdings Limited) |
48.41%
Feb 2009 – Feb 2012 |
35.20%
Feb 2009 – Feb 2014 |
19.97%
Oct 1994 – Oct 2004 |
15.78%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison Chart