Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTBRF (Restaurant Brands New Zealand Limited) | NA | 79.62% | -10.92% | -18.70% | 2.82% | 5.83% | NA | … | … |
Data as of 12/08/2025, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTBRF (Restaurant Brands New Zealand Limited) | 02/23/2010 | 12/08/2025 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.73 | 79.62 | -10.92 | -18.70 | 2.82 | 5.83 | NA | … | … | 79.62 | -34.58 | -39.85 | -55.33 | 12.27 | -7.66 | 66.13 | 16.29 | 53.11 | 27.29 | 13.28 | 33.06 | 10.79 | 47.77 | -17.95 | 61.16 |
| Sharpe Ratio | NA | 1.02 | -0.25 | -0.44 | 0.03 | NA | NA | … | … | 1.09 | -0.82 | -1.06 | -1.74 | 0.69 | -0.16 | 2.42 | 0.58 | 2.63 | 1.14 | 0.74 | 1.54 | 0.43 | 2.02 | -0.49 | 2.58 |
| Standard Deviation(%) | NA | 75.13 | 57.57 | 47.58 | 39.96 | NA | NA | … | … | 77.66 | 50.50 | 41.93 | 32.71 | 17.76 | 47.74 | 26.70 | 25.79 | 20.09 | 23.80 | 17.81 | 21.44 | 25.03 | 23.87 | 37.01 | 28.72 |
| Draw Down(%) | NA | 33.18 | 67.32 | 85.68 | 85.68 | NA | NA | … | … | 33.18 | 35.00 | 53.29 | 59.54 | 14.12 | 56.84 | 10.83 | 12.61 | 8.56 | 13.93 | 21.73 | 9.56 | 19.79 | 11.31 | 32.74 | 17.75 |
| Yield(%) | 0.00 | 0.00 | 1.27 | 1.12 | 4.26 | 6.07 | 7.89 | … | … | 0.00 | 0.00 | 3.81 | 3.33 | 0.00 | 0.00 | 0.00 | 3.86 | 7.57 | 8.22 | 7.62 | 9.66 | 4.85 | 9.40 | 0.98 | 1.32 |
Data as of 12/08/2025, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTBRF (Restaurant Brands New Zealand Limited) |
-44.39%
Aug 2021 – Aug 2024 |
-28.86%
Dec 2019 – Dec 2024 |
-2.66%
Jul 2015 – Jul 2025 |
2.72%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTBRF (Restaurant Brands New Zealand Limited) |
43.55%
Dec 2016 – Dec 2019 |
33.66%
Dec 2014 – Dec 2019 |
27.35%
Nov 2011 – Nov 2021 |
6.52%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart