Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAUGF (Insurance Australia Group Limited) | NA | 23.64% | 30.54% | 13.42% | 9.94% | NA | NA | … | … |
Data as of 07/25/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAUGF (Insurance Australia Group Limited) | 06/19/2012 | 07/25/2025 |
| 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 | 23.64 | 30.54 | 13.42 | 9.94 | NA | NA | … | … | 2.97 | 41.04 | 17.50 | 6.67 | -5.18 | -32.31 | 21.90 | 1.78 | 35.37 | 21.98 | -23.00 | 10.80 | 13.41 | 35.77 |
| Sharpe Ratio | NA | 0.31 | 0.83 | 0.11 | 0.10 | NA | NA | … | … | 0.01 | 2.52 | 0.59 | 0.16 | -0.03 | -0.60 | 1.31 | 0.02 | 1.87 | 1.30 | -0.73 | 0.63 | 0.64 | 2.75 |
| Standard Deviation(%) | NA | 66.41 | 32.78 | 103.97 | 73.96 | NA | NA | … | … | 199.67 | 18.26 | 22.83 | 32.66 | 206.73 | 54.23 | 15.69 | 23.97 | 18.66 | 16.74 | 31.67 | 17.20 | 21.03 | 28.50 |
| Draw Down(%) | NA | 23.04 | 23.04 | 77.22 | 83.76 | NA | NA | … | … | 23.04 | 3.16 | 12.36 | 18.23 | 76.25 | 43.14 | 9.50 | 20.17 | 5.26 | 5.73 | 33.83 | 14.05 | 16.04 | 0.62 |
| Yield(%) | 0.00 | 5.97 | 6.77 | 4.33 | 5.92 | 6.41 | 4.81 | … | … | 0.00 | 10.66 | 4.59 | 3.47 | 5.33 | 1.77 | 2.53 | 11.21 | 9.07 | 8.59 | 3.65 | 9.75 | 7.05 | 0.00 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| IAUGF (Insurance Australia Group Limited) |
-15.59%
Jul 2019 – Jul 2022 |
-5.93%
Mar 2018 – Mar 2023 |
0.40%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUGF (Insurance Australia Group Limited) |
31.33%
Sep 2015 – Sep 2018 |
17.45%
May 2020 – May 2025 |
9.61%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart