Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEOF (Cochlear Limited) | -55.82% | -57.03% | -21.68% | -14.37% | -0.28% | 2.04% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEOF (Cochlear Limited) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.45 | -57.03 | -21.68 | -14.37 | -0.28 | 2.04 | NA | … | … | -55.82 | -4.92 | -6.63 | 49.39 | -12.36 | -0.66 | 15.94 | 16.47 | -7.91 | 55.12 | 33.67 | 9.40 | 30.38 | -34.81 | 32.34 | -18.78 | 35.40 | 77.97 |
| Sharpe Ratio | NA | -0.88 | -0.49 | -0.38 | -0.04 | NA | NA | … | … | -0.88 | -0.18 | -0.23 | 1.47 | -0.32 | -0.02 | 0.34 | 0.57 | -0.45 | 2.68 | 1.11 | 0.48 | 1.47 | -1.15 | 1.30 | -0.34 | 1.11 | 3.00 |
| Standard Deviation(%) | NA | 73.82 | 54.61 | 47.94 | 40.21 | NA | NA | … | … | 102.10 | 43.56 | 44.30 | 31.47 | 43.11 | 27.50 | 45.63 | 26.33 | 20.68 | 20.41 | 30.01 | 19.66 | 20.72 | 30.42 | 25.10 | 54.86 | 31.82 | 30.99 |
| Draw Down(%) | NA | 68.39 | 71.51 | 71.51 | 71.51 | NA | NA | … | … | 66.93 | 27.00 | 24.99 | 14.15 | 30.89 | 18.36 | 41.54 | 11.76 | 20.71 | 5.74 | 21.35 | 15.74 | 12.67 | 39.92 | 11.68 | 50.96 | 15.87 | 9.09 |
| Yield(%) | 0.00 | 1.67 | 2.28 | 1.83 | 2.88 | 3.23 | 5.85 | … | … | 0.90 | 2.52 | 1.82 | 1.88 | 1.59 | 1.59 | 0.00 | 1.29 | 2.26 | 3.28 | 3.40 | 3.03 | 4.98 | 2.86 | 3.84 | 2.79 | 3.08 | 3.66 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CHEOF (Cochlear Limited) |
-25.03%
Apr 2023 – Apr 2026 |
-16.24%
Apr 2021 – Apr 2026 |
-0.47%
Apr 2016 – Apr 2026 |
0.35%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEOF (Cochlear Limited) |
38.29%
Aug 2015 – Aug 2018 |
26.65%
Aug 2013 – Aug 2018 |
17.97%
Feb 2014 – Feb 2024 |
16.22%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart