Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOTUF (Precinct Properties New Zealand Limited) | -4.53% | 1.05% | 0.05% | -6.06% | 2.37% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOTUF (Precinct Properties New Zealand Limited) | 08/06/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.05 | 0.05 | -6.06 | 2.37 | NA | NA | … | … | -4.53 | 15.80 | -8.70 | 7.06 | -31.72 | 0.85 | 19.62 | 2.03 | 17.40 | 5.98 | 18.07 | -0.10 | 3.57 | 9.09 | -2.53 |
| Sharpe Ratio | NA | 0.43 | -0.14 | -0.32 | 0.03 | NA | NA | … | … | -0.51 | 0.58 | -1.45 | 0.12 | -0.73 | 0.11 | 0.81 | 0.04 | 1.00 | 0.25 | 1.38 | 0.00 | 0.27 | 0.49 | -0.53 |
| Standard Deviation(%) | NA | 22.13 | 22.88 | 26.72 | 22.18 | NA | NA | … | … | 24.36 | 22.23 | 8.48 | 28.17 | 40.95 | 8.52 | 23.88 | 12.88 | 16.16 | 21.29 | 12.94 | 31.54 | 13.41 | 18.61 | 12.01 |
| Draw Down(%) | NA | 13.64 | 19.94 | 43.63 | 43.63 | NA | NA | … | … | 13.64 | 10.81 | 10.24 | 19.94 | 43.15 | 5.04 | 12.50 | 9.52 | 3.78 | 17.86 | 3.66 | 28.47 | 8.60 | 11.80 | 5.06 |
| Yield(%) | 0.00 | 5.50 | 4.31 | 2.77 | 4.32 | 4.09 | 3.07 | … | … | 2.69 | 4.41 | 4.47 | 5.32 | 3.67 | 1.68 | 3.88 | 3.81 | 4.28 | 4.33 | 4.88 | 4.60 | 4.76 | 1.30 | 1.27 |
Data as of 06/12/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOTUF (Precinct Properties New Zealand Limited) |
-13.35%
Jul 2021 – Jul 2024 |
-7.55%
May 2020 – May 2025 |
0.23%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOTUF (Precinct Properties New Zealand Limited) |
22.00%
Mar 2017 – Mar 2020 |
14.19%
Jul 2015 – Jul 2020 |
5.33%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart