Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAUF (Commonwealth Bank of Australia) | 18.88% | 12.53% | 32.16% | 16.10% | 15.35% | 12.43% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAUF (Commonwealth Bank of Australia) | 02/17/2009 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.53 | 32.16 | 16.10 | 15.35 | 12.43 | NA | … | … | 18.88 | 18.21 | 38.53 | 11.45 | 3.16 | 20.35 | 16.03 | 34.04 | -20.26 | 15.57 | 4.71 | -6.33 | 4.61 | 11.28 | 32.24 | 5.35 | 6.60 | 153.23 |
| Sharpe Ratio | NA | 0.43 | 0.91 | 0.46 | 0.49 | NA | NA | … | … | 1.43 | 0.32 | 1.36 | 0.33 | 0.06 | 0.74 | 0.36 | 1.89 | -1.11 | 0.71 | 0.15 | -0.21 | 0.25 | 0.55 | 1.62 | 0.14 | 0.18 | 3.84 |
| Standard Deviation(%) | NA | 33.30 | 31.63 | 30.88 | 28.52 | NA | NA | … | … | 33.06 | 46.73 | 26.06 | 24.14 | 29.97 | 27.45 | 43.76 | 17.26 | 19.51 | 20.97 | 29.72 | 29.67 | 18.08 | 20.57 | 20.04 | 37.82 | 36.16 | 49.01 |
| Draw Down(%) | NA | 19.84 | 19.84 | 24.79 | 41.88 | NA | NA | … | … | 10.20 | 18.03 | 7.25 | 16.64 | 24.79 | 18.05 | 41.88 | 9.17 | 22.53 | 11.22 | 16.15 | 33.02 | 18.46 | 16.05 | 14.55 | 28.40 | 27.59 | 17.50 |
| Yield(%) | 0.00 | 3.53 | 8.17 | 5.89 | 7.69 | 7.49 | 15.75 | … | … | 3.72 | 3.66 | 8.22 | 6.04 | 4.46 | 5.58 | 5.39 | 9.23 | 7.35 | 8.08 | 7.33 | 6.21 | 4.18 | 3.12 | 3.92 | 6.19 | 3.44 | 4.74 |
Data as of 06/08/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAUF (Commonwealth Bank of Australia) |
-9.34%
Mar 2017 – Mar 2020 |
-4.18%
Mar 2015 – Mar 2020 |
3.56%
Mar 2010 – Mar 2020 |
10.31%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAUF (Commonwealth Bank of Australia) |
34.89%
Mar 2009 – Mar 2012 |
29.27%
Mar 2009 – Mar 2014 |
15.62%
May 2016 – May 2026 |
14.64%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart