Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INCZY (Incitec Pivot Ltd ADR) | NA | -7.24% | -1.60% | 12.29% | -1.86% | NA | NA | … | … |
Data as of 06/18/2025, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INCZY (Incitec Pivot Ltd ADR) | 06/10/2015 | 06/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | -7.24 | -1.60 | 12.29 | -1.86 | NA | NA | … | … | -11.32 | 17.23 | -19.87 | 16.21 | 38.33 | -20.90 | -1.03 | -23.08 | 22.12 | -8.93 | -6.38 |
| Sharpe Ratio | NA | -0.15 | -0.10 | 0.21 | -0.07 | NA | NA | … | … | -0.35 | 0.25 | -0.74 | 0.38 | 0.85 | -0.33 | -0.07 | -0.57 | 0.74 | -0.13 | -0.19 |
| Standard Deviation(%) | NA | 71.59 | 49.81 | 48.47 | 49.99 | NA | NA | … | … | 74.95 | 54.53 | 31.97 | 39.11 | 44.93 | 63.42 | 34.42 | 43.18 | 29.20 | 71.72 | 58.03 |
| Draw Down(%) | NA | 41.16 | 41.30 | 44.21 | 68.27 | NA | NA | … | … | 40.72 | 17.35 | 33.48 | 26.90 | 24.78 | 61.71 | 21.82 | 27.56 | 14.30 | 36.24 | 29.01 |
| Yield(%) | 0.90 | 2.87 | 6.66 | 9.09 | 2.78 | 1.88 | 1.41 | … | … | 0.75 | 12.19 | 3.97 | 7.79 | 3.81 | 0.00 | 1.32 | 2.30 | 2.68 | 2.15 | 1.60 |
Data as of 06/18/2025, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCZY (Incitec Pivot Ltd ADR) |
-23.40%
Mar 2017 – Mar 2020 |
-12.10%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCZY (Incitec Pivot Ltd ADR) |
23.45%
Mar 2020 – Mar 2023 |
11.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart