Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANZLY (Air New Zealand Ltd ADR) | -18.12% | -30.90% | -13.63% | -16.54% | -9.85% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 04/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANZLY (Air New Zealand Ltd ADR) | 04/08/2016 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.17 | -30.90 | -13.63 | -16.54 | -9.85 | NA | NA | … | … | -18.12 | -3.79 | -14.29 | -7.27 | -27.79 | -18.52 | -29.02 | -1.85 | 9.87 | 11.77 | 12.53 |
| Sharpe Ratio | NA | -0.67 | -0.28 | -0.22 | -0.16 | NA | NA | … | … | -0.82 | -0.08 | -0.45 | -0.24 | -0.19 | -0.47 | -0.26 | -0.11 | 0.30 | 0.34 | 1.25 |
| Standard Deviation(%) | NA | 49.85 | 61.29 | 86.23 | 72.78 | NA | NA | … | … | 47.19 | 84.87 | 39.41 | 45.02 | 156.48 | 39.71 | 110.20 | 29.64 | 28.83 | 33.22 | 13.78 |
| Draw Down(%) | NA | 47.98 | 50.30 | 68.06 | 80.11 | NA | NA | … | … | 34.81 | 26.77 | 21.86 | 20.87 | 56.92 | 25.25 | 75.53 | 28.72 | 30.46 | 20.23 | 0.00 |
| Yield(%) | 0.00 | 2.01 | 5.25 | 6.98 | 5.80 | 3.86 | 2.90 | … | … | 0.00 | 4.48 | 5.43 | 7.69 | 32.13 | 0.00 | 4.17 | 7.70 | 8.57 | 5.21 | 11.14 |
Data as of 06/12/2026, Common starting date is 04/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZLY (Air New Zealand Ltd ADR) |
-28.95%
Jun 2019 – Jun 2022 |
-21.06%
Sep 2017 – Sep 2022 |
-9.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZLY (Air New Zealand Ltd ADR) |
15.40%
Mar 2020 – Mar 2023 |
4.76%
Mar 2020 – Mar 2025 |
-9.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart