Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEPTF (Beach Energy Ltd) | -5.65% | -2.31% | 0.41% | -1.16% | 7.42% | 0.52% | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEPTF (Beach Energy Ltd) | 01/03/2011 | 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 (%) | -7.69 | -2.31 | 0.41 | -1.16 | 7.42 | 0.52 | NA | … | … | -5.65 | 8.55 | -17.70 | 9.20 | 16.08 | -32.16 | -20.90 | 90.32 | -0.04 | 55.15 | 80.00 | -60.56 | -31.03 | -19.87 | 21.88 | 40.66 |
| Sharpe Ratio | NA | -0.10 | -0.07 | -0.10 | 0.10 | NA | NA | … | … | -0.33 | 0.11 | -0.61 | 0.18 | 0.27 | -0.58 | -0.25 | 1.94 | -0.03 | 1.27 | 0.85 | -0.81 | -0.82 | -0.62 | 0.51 | 0.76 |
| Standard Deviation(%) | NA | 50.79 | 42.88 | 44.54 | 52.74 | NA | NA | … | … | 45.02 | 54.16 | 34.72 | 30.76 | 54.05 | 55.85 | 85.16 | 45.90 | 45.74 | 43.22 | 94.37 | 75.25 | 37.66 | 32.28 | 42.92 | 53.37 |
| Draw Down(%) | NA | 24.21 | 37.86 | 39.82 | 72.58 | NA | NA | … | … | 24.21 | 25.77 | 37.86 | 23.13 | 30.79 | 51.90 | 72.51 | 22.93 | 41.03 | 32.81 | 34.58 | 70.48 | 58.04 | 37.67 | 52.34 | 24.81 |
| Yield(%) | 0.00 | 13.15 | 7.58 | 4.78 | 6.47 | 2.89 | 2.44 | … | … | 2.18 | 13.20 | 4.14 | 3.90 | 1.87 | 1.11 | 0.79 | 2.21 | 2.06 | 3.13 | 0.00 | 1.19 | 4.00 | 1.89 | 0.76 | 2.20 |
Data as of 06/12/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEPTF (Beach Energy Ltd) |
-43.91%
Jan 2013 – Jan 2016 |
-20.06%
Feb 2012 – Feb 2017 |
-4.28%
Nov 2011 – Nov 2021 |
0.42%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEPTF (Beach Energy Ltd) |
79.04%
Jan 2016 – Jan 2019 |
41.20%
Jan 2016 – Jan 2021 |
16.85%
Jan 2016 – Jan 2026 |
1.81%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart