Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVNZF (Comvita Limited) | NA | -32.35% | -38.41% | -23.59% | -15.37% | NA | NA | … | … |
Data as of 08/25/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVNZF (Comvita Limited) | 06/19/2012 | 08/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.35 | -38.41 | -23.59 | -15.37 | NA | NA | … | … | -31.34 | -63.94 | 0.69 | -21.92 | 33.86 | 8.00 | -55.13 | -28.92 | -12.50 | 20.44 | 86.63 | 1.65 | 14.59 | 31.35 |
| Sharpe Ratio | NA | -0.94 | -0.86 | -0.63 | -0.35 | NA | NA | … | … | -1.01 | -1.02 | -0.14 | -0.91 | 1.36 | 0.27 | -0.74 | -0.64 | -0.25 | 0.63 | 1.79 | 0.35 | 0.88 | 1.92 |
| Standard Deviation(%) | NA | 37.78 | 48.89 | 40.82 | 48.42 | NA | NA | … | … | 47.05 | 69.25 | 25.72 | 25.66 | 24.81 | 28.35 | 76.38 | 47.72 | 53.41 | 32.24 | 48.46 | 4.64 | 16.51 | 35.20 |
| Draw Down(%) | NA | 32.35 | 77.19 | 80.54 | 94.05 | NA | NA | … | … | 31.34 | 63.94 | 12.30 | 27.64 | 0.00 | 20.37 | 62.22 | 42.76 | 41.77 | 24.22 | 10.39 | 3.75 | 5.88 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.34 | 1.20 | 1.61 | 2.64 | 1.98 | … | … | 0.00 | 0.32 | 2.75 | 2.17 | 0.00 | 0.00 | 0.00 | 1.26 | 0.31 | 2.96 | 6.49 | 3.81 | 4.85 | 2.69 |
Data as of 08/25/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVNZF (Comvita Limited) |
-40.52%
Sep 2016 – Sep 2019 |
-22.81%
Mar 2020 – Mar 2025 |
-15.37%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVNZF (Comvita Limited) |
48.23%
May 2013 – May 2016 |
20.01%
Mar 2013 – Mar 2018 |
1.46%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart