Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNMCD (Suncorp Group Limited) | NA | 56.52% | 37.32% | 27.04% | 8.93% | 10.32% | NA | … | … |
Data as of 06/30/2025, Common starting date is 01/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNMCD (Suncorp Group Limited) | 01/27/2010 | 06/30/2025 |
| 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 (%) | 2.81 | 56.52 | 37.32 | 27.04 | 8.93 | 10.32 | NA | … | … | 53.73 | 25.82 | 15.66 | 6.91 | 16.14 | -28.77 | 13.88 | -12.40 | 19.22 | 13.92 | -17.41 | 5.36 | 15.94 | 31.43 | -2.03 | 8.71 |
| Sharpe Ratio | NA | 0.71 | 0.64 | 0.54 | 0.18 | NA | NA | … | … | 1.64 | 0.53 | 0.29 | 0.12 | 0.50 | -0.48 | 0.48 | -0.51 | 0.99 | 0.46 | -0.53 | 0.23 | 0.64 | 0.90 | -0.06 | 0.32 |
| Standard Deviation(%) | NA | 68.92 | 52.76 | 46.62 | 41.17 | NA | NA | … | … | 84.46 | 42.13 | 41.10 | 45.02 | 32.36 | 60.43 | 25.61 | 27.22 | 18.77 | 29.59 | 32.95 | 23.62 | 24.68 | 35.24 | 35.95 | 29.43 |
| Draw Down(%) | NA | 24.47 | 25.41 | 34.10 | 63.83 | NA | NA | … | … | 24.47 | 21.65 | 17.96 | 28.37 | 24.34 | 59.39 | 12.89 | 24.08 | 10.92 | 15.53 | 25.38 | 20.23 | 20.95 | 18.37 | 20.74 | 20.74 |
| Yield(%) | 0.00 | 23.29 | 15.55 | 13.55 | 6.65 | 8.94 | 5.82 | … | … | 20.17 | 6.70 | 5.55 | 4.10 | 8.47 | 2.56 | 11.54 | 5.69 | 6.00 | 5.90 | 5.80 | 8.34 | 6.44 | 6.71 | 0.00 | 0.00 |
Data as of 06/30/2025, Common starting date is 01/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMCD (Suncorp Group Limited) |
-18.02%
Jul 2017 – Jul 2020 |
-7.95%
Apr 2015 – Apr 2020 |
-0.39%
Oct 2010 – Oct 2020 |
8.58%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMCD (Suncorp Group Limited) |
33.98%
Feb 2022 – Feb 2025 |
25.93%
May 2020 – May 2025 |
8.17%
Feb 2015 – Feb 2025 |
9.33%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart