Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUKNY (Auckland International Airport Ltd ADR) | 2.42% | -1.06% | -1.53% | -1.33% | 2.68% | 10.50% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUKNY (Auckland International Airport Ltd ADR) | 02/15/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.38 | -1.06 | -1.53 | -1.33 | 2.68 | 10.50 | NA | … | … | 2.42 | 8.18 | -14.46 | 6.07 | -6.31 | -3.40 | -4.12 | 21.25 | 9.73 | 11.02 | 16.64 | 19.00 | 30.11 | 63.27 | 1.81 | 18.39 |
| Sharpe Ratio | NA | -0.11 | -0.11 | -0.11 | 0.03 | NA | NA | … | … | 0.11 | 0.12 | -0.35 | 0.08 | -0.22 | -0.11 | -0.07 | 0.86 | 0.28 | 0.40 | 0.52 | 0.67 | 1.14 | 2.08 | 0.16 | 0.85 |
| Standard Deviation(%) | NA | 33.01 | 41.84 | 38.53 | 38.17 | NA | NA | … | … | 27.98 | 42.72 | 51.60 | 28.94 | 35.30 | 32.23 | 62.15 | 23.05 | 30.34 | 26.29 | 31.34 | 28.41 | 26.47 | 30.35 | 11.27 | 25.02 |
| Draw Down(%) | NA | 17.00 | 23.08 | 33.00 | 58.53 | NA | NA | … | … | 17.00 | 17.05 | 23.08 | 23.28 | 28.24 | 16.56 | 55.65 | 14.12 | 13.69 | 19.59 | 26.73 | 16.56 | 16.39 | 14.84 | 9.43 | 13.59 |
| Yield(%) | 0.00 | 1.00 | 1.36 | 0.80 | 2.03 | 6.19 | 4.76 | … | … | 0.00 | 2.05 | 1.73 | 0.55 | 0.00 | 0.00 | 1.40 | 3.44 | 3.83 | 4.05 | 3.56 | 3.51 | 12.33 | 6.33 | 6.17 | 4.78 |
Data as of 06/12/2026, Common starting date is 02/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUKNY (Auckland International Airport Ltd ADR) |
-10.87%
Mar 2017 – Mar 2020 |
-5.49%
Jun 2019 – Jun 2024 |
2.32%
Mar 2016 – Mar 2026 |
10.32%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUKNY (Auckland International Airport Ltd ADR) |
37.65%
Sep 2013 – Sep 2016 |
35.04%
Sep 2011 – Sep 2016 |
17.50%
Mar 2011 – Mar 2021 |
10.77%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart