Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NZMEF (NZME Limited) | NA | 114.73% | 52.73% | NA | NA | NA | NA | … | … |
Data as of 07/12/2023, Common starting date is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZMEF (NZME Limited) | 10/19/2018 | 07/12/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.33 | 114.73 | 52.73 | NA | NA | NA | NA | … | … | 95.33 | 0.00 | 0.00 | 0.00 | -9.09 | -15.38 |
| Sharpe Ratio | NA | 0.96 | 0.54 | NA | NA | NA | NA | … | … | 1.05 | 0.00 | 0.00 | 0.00 | -0.53 | -0.27 |
| Standard Deviation(%) | NA | 95.49 | 43.62 | NA | NA | NA | NA | … | … | 194.84 | NA | NA | NA | 19.19 | 256.60 |
| Draw Down(%) | NA | 2.33 | 2.33 | NA | NA | NA | NA | … | … | 2.33 | 0.00 | 0.00 | 0.00 | 14.29 | 17.95 |
| Yield(%) | 0.00 | 9.03 | 18.32 | 8.46 | 4.23 | 2.82 | 2.11 | … | … | 0.00 | 46.33 | 8.63 | 0.00 | 0.00 | 0.00 |
Data as of 07/12/2023, Common starting date is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZMEF (NZME Limited) |
3.50%
May 2019 – May 2022 |
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 |
|---|---|---|---|---|
| NZMEF (NZME Limited) |
53.94%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart