Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWAXY (GWA Group Ltd ADR) | NA | 6.78% | -7.82% | -3.85% | -4.07% | NA | NA | … | … |
Data as of 10/22/2024, Common starting date is 03/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWAXY (GWA Group Ltd ADR) | 03/09/2012 | 10/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.78 | -7.82 | -3.85 | -4.07 | NA | NA | … | … | 6.78 | -26.65 | -21.89 | 19.65 | 26.05 | -31.69 | -16.98 | 29.08 | -4.21 |
| Sharpe Ratio | NA | 0.36 | -0.16 | -0.17 | -0.08 | NA | NA | … | … | 0.50 | -0.20 | -0.09 | 0.22 | 0.09 | -0.39 | -0.19 | 0.19 | -0.03 |
| Standard Deviation(%) | NA | 8.41 | 55.76 | 58.50 | 71.05 | NA | NA | … | … | 9.35 | 80.02 | 223.01 | 141.92 | 205.72 | 106.48 | 78.96 | 200.13 | 197.80 |
| Draw Down(%) | NA | 4.71 | 47.74 | 56.21 | 61.81 | NA | NA | … | … | 4.71 | 47.74 | 30.17 | 0.00 | 2.54 | 31.69 | 16.98 | 14.97 | 26.46 |
| Yield(%) | 0.00 | 6.78 | 2.33 | 1.47 | 0.59 | 0.55 | 0.41 | … | … | 6.78 | 4.08 | 0.00 | 0.00 | 0.00 | 0.00 | 2.08 | 0.00 | 0.00 |
Data as of 10/22/2024, Common starting date is 03/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWAXY (GWA Group Ltd ADR) |
-19.11%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWAXY (GWA Group Ltd ADR) |
-3.67%
Sep 2021 – Sep 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart