Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMBLF (Brambles Limited) | -17.25% | -14.68% | 15.28% | 11.82% | 7.52% | 7.85% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBLF (Brambles Limited) | 06/25/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.43 | -14.68 | 15.28 | 11.82 | 7.52 | 7.85 | NA | … | … | -17.25 | 37.29 | 33.60 | 20.80 | 8.70 | -4.91 | 0.47 | 24.19 | -0.41 | -5.56 | 17.56 | -8.82 | -0.09 | 22.32 | 4.73 | 28.31 | 6.89 | 36.05 | -40.54 |
| Sharpe Ratio | NA | -0.37 | 0.23 | 0.26 | 0.01 | NA | NA | … | … | -0.71 | 0.69 | 0.74 | 0.98 | 0.27 | 0.00 | 0.01 | 0.81 | -0.08 | -0.22 | 0.64 | -0.31 | -0.01 | 0.84 | 0.26 | 1.06 | 0.02 | 0.57 | -0.85 |
| Standard Deviation(%) | NA | 56.61 | 44.47 | 37.61 | 530.19 | NA | NA | … | … | 60.58 | 50.12 | 40.45 | 17.67 | 27.14 | 1,674.70 | 44.26 | 27.89 | 21.45 | 28.45 | 27.01 | 28.46 | 17.80 | 26.53 | 17.91 | 26.72 | 283.21 | 63.10 | 75.27 |
| Draw Down(%) | NA | 39.68 | 39.68 | 39.68 | 100.00 | NA | NA | … | … | 39.68 | 18.94 | 17.55 | 11.27 | 20.16 | 100.00 | 33.73 | 16.78 | 16.98 | 22.66 | 13.49 | 25.84 | 11.14 | 10.60 | 16.56 | 16.34 | 87.45 | 42.16 | 47.03 |
| Yield(%) | 0.00 | 2.89 | 4.90 | 4.32 | 3.96 | 4.52 | 3.73 | … | … | 1.53 | 3.42 | 6.37 | 3.49 | 3.61 | 2.55 | 1.11 | 6.29 | 2.99 | 10.34 | 3.16 | 2.56 | 3.15 | 3.48 | 3.77 | 4.32 | 3.59 | 1.15 | 1.74 |
Data as of 06/10/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBLF (Brambles Limited) |
-34.79%
Jun 2010 – Jun 2013 |
-23.12%
Jun 2010 – Jun 2015 |
-11.23%
Jun 2010 – Jun 2020 |
-1.74%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBLF (Brambles Limited) |
37.31%
Oct 2022 – Oct 2025 |
23.13%
Oct 2020 – Oct 2025 |
15.01%
Aug 2015 – Aug 2025 |
12.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart