Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNERF (Downer EDI Limited) | NA | 5.26% | -14.30% | -8.06% | 1.08% | 0.93% | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNERF (Downer EDI Limited) | 12/31/2007 | 09/26/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.26 | -14.30 | -8.06 | 1.08 | 0.93 | NA | … | … | 5.26 | -40.21 | 0.00 | 1.70 | 2.65 | 1.76 | -2.69 | 51.61 | 5.89 | 6.56 | 6.56 | -21.46 | 31.95 | 21.76 | -28.81 | -38.61 | 106.26 | -15.27 | 0.00 |
| Sharpe Ratio | NA | 0.56 | -0.56 | -0.42 | -0.02 | NA | NA | … | … | 0.93 | -0.80 | 0.00 | 0.16 | 1.41 | 0.87 | -0.59 | 1.58 | 1.29 | 1.42 | 1.46 | -0.67 | 0.74 | 1.11 | -0.88 | -0.65 | 1.01 | -0.30 | NA |
| Standard Deviation(%) | NA | 3.92 | 31.75 | 24.61 | 20.32 | NA | NA | … | … | 4.57 | 54.75 | NA | 1.69 | 1.87 | 1.74 | 7.05 | 31.87 | 4.07 | 4.49 | 4.49 | 32.00 | 43.11 | 19.77 | 32.70 | 59.53 | 105.42 | 54.06 | 0.00 |
| Draw Down(%) | NA | 0.33 | 42.12 | 42.12 | 42.12 | NA | NA | … | … | 0.33 | 42.12 | 0.00 | 0.00 | 0.00 | 0.00 | 6.31 | 0.00 | 0.00 | 0.00 | 0.00 | 30.37 | 12.55 | 0.00 | 35.59 | 62.65 | 40.74 | 42.14 | 0.00 |
| Yield(%) | 0.00 | 5.68 | 1.84 | 1.96 | 3.79 | 3.16 | 2.69 | … | … | 5.68 | 2.22 | 0.00 | 1.67 | 2.60 | 1.73 | 3.51 | 5.31 | 5.64 | 6.26 | 6.26 | 4.31 | 2.58 | 0.00 | 0.00 | 5.17 | 3.28 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNERF (Downer EDI Limited) |
-24.54%
Oct 2009 – Oct 2012 |
-11.22%
Dec 2009 – Dec 2014 |
-0.98%
Aug 2014 – Aug 2024 |
-3.23%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNERF (Downer EDI Limited) |
19.60%
Aug 2015 – Aug 2018 |
16.39%
Feb 2009 – Feb 2014 |
12.83%
Feb 2009 – Feb 2019 |
8.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart