Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHEOY (CochLear Ltd ADR) | -57.18% | -57.38% | -21.86% | -15.29% | -0.52% | 1.69% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHEOY (CochLear Ltd ADR) | 04/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.15 | -57.38 | -21.86 | -15.29 | -0.52 | 1.69 | NA | … | … | -57.18 | -1.66 | -10.74 | 49.26 | -10.66 | 9.01 | -6.61 | 29.50 | -6.24 | 54.35 | 29.42 | 12.90 | 24.87 | -34.22 | 35.99 | -22.42 | 24.47 |
| Sharpe Ratio | NA | -1.03 | -0.64 | -0.49 | -0.08 | NA | NA | … | … | -1.01 | -0.16 | -0.54 | 2.15 | -0.35 | 0.31 | -0.13 | 1.11 | -0.27 | 2.82 | 0.98 | 0.47 | 1.03 | -1.25 | 1.34 | -0.45 | 1.28 |
| Standard Deviation(%) | NA | 60.53 | 41.87 | 37.60 | 35.03 | NA | NA | … | … | 89.08 | 29.21 | 26.53 | 21.40 | 34.59 | 28.61 | 50.82 | 25.34 | 28.55 | 19.17 | 29.71 | 27.27 | 24.09 | 27.39 | 27.08 | 49.88 | 26.54 |
| Draw Down(%) | NA | 68.68 | 70.94 | 70.94 | 70.94 | NA | NA | … | … | 66.54 | 24.29 | 20.52 | 13.51 | 33.25 | 21.15 | 44.75 | 14.33 | 28.45 | 8.41 | 23.73 | 21.03 | 14.28 | 40.79 | 12.36 | 50.53 | 11.53 |
| Yield(%) | 0.00 | 1.66 | 1.68 | 1.36 | 2.42 | 2.76 | 2.51 | … | … | 0.87 | 1.52 | 1.34 | 1.62 | 1.37 | 1.31 | 0.64 | 1.84 | 1.67 | 2.33 | 2.56 | 2.29 | 4.47 | 2.52 | 4.02 | 2.71 | 1.40 |
Data as of 06/10/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEOY (CochLear Ltd ADR) |
-24.08%
Apr 2023 – Apr 2026 |
-15.68%
Apr 2021 – Apr 2026 |
-0.38%
May 2016 – May 2026 |
0.32%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHEOY (CochLear Ltd ADR) |
39.18%
Aug 2015 – Aug 2018 |
27.55%
Aug 2013 – Aug 2018 |
18.00%
Feb 2014 – Feb 2024 |
10.38%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart