Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNORF (Harvey Norman Holdings Ltd) | NA | 33.56% | 20.55% | 11.87% | 12.43% | 10.89% | 9.63% | … | … |
Data as of 09/26/2025, Common starting date is 05/25/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNORF (Harvey Norman Holdings Ltd) | 05/25/2001 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.56 | 20.55 | 11.87 | 12.43 | 10.89 | 9.63 | … | … | 29.87 | 38.26 | 26.57 | 12.33 | 14.36 | 8.98 | 15.28 | 5.34 | 3.03 | 7.70 | 8.10 | 6.22 | 8.17 | 5.78 | 4.18 | 2.84 | 3.98 | -17.77 | 0.00 | 0.48 |
| Sharpe Ratio | NA | 1.82 | 1.01 | 0.54 | 0.56 | NA | NA | … | … | 2.07 | 1.29 | 0.06 | 1.42 | 1.48 | 1.47 | 1.77 | 1.44 | 1.00 | 1.46 | 1.46 | 1.44 | 1.30 | 0.66 | 0.26 | 0.29 | 1.03 | -0.87 | 0.00 | -1.88 |
| Standard Deviation(%) | NA | 16.75 | 29.41 | 29.41 | 19.46 | NA | NA | … | … | 19.25 | 26.92 | 58.20 | 8.24 | 9.57 | 6.08 | 8.61 | 3.67 | 3.00 | 5.23 | 5.50 | 4.26 | 5.54 | 4.02 | 2.92 | 1.98 | 2.91 | 21.30 | NA | 0.63 |
| Draw Down(%) | NA | 0.00 | 2.64 | 2.64 | 2.64 | NA | NA | … | … | 0.00 | 0.23 | 2.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.15 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 8.26 | 4.51 | 2.71 | 5.16 | 5.91 | 5.85 | … | … | 5.49 | 6.71 | 0.00 | 11.30 | 12.97 | 8.42 | 13.86 | 5.13 | 2.94 | 7.28 | 7.64 | 5.94 | 7.70 | 5.54 | 4.05 | 2.78 | 3.86 | 0.82 | 0.00 | 0.48 |
Data as of 09/26/2025, Common starting date is 05/25/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNORF (Harvey Norman Holdings Ltd) |
-5.76%
Jun 2001 – Jun 2004 |
-1.99%
Jun 2001 – Jun 2006 |
2.29%
Jun 2001 – Jun 2011 |
4.30%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNORF (Harvey Norman Holdings Ltd) |
36.30%
Jul 2022 – Jul 2025 |
26.39%
Jul 2020 – Jul 2025 |
16.76%
Jul 2015 – Jul 2025 |
13.04%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart