Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNMCY (Suncorp Group Ltd ADR) | 8.99% | -4.93% | 18.11% | 13.20% | 7.76% | 6.21% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNMCY (Suncorp Group Ltd ADR) | 01/28/2010 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | -4.93 | 18.11 | 13.20 | 7.76 | 6.21 | NA | … | … | 8.99 | 6.18 | 30.55 | 21.35 | 5.06 | 14.21 | -16.96 | 8.61 | -12.63 | 19.25 | 7.94 | -22.56 | -2.32 | 8.97 | 23.27 | -2.03 | 8.71 |
| Sharpe Ratio | NA | -0.27 | 0.31 | 0.26 | 0.16 | NA | NA | … | … | 0.45 | 0.05 | 0.78 | 0.71 | 0.12 | 0.43 | -0.31 | 0.28 | -0.52 | 1.00 | 0.26 | -0.68 | -0.10 | 0.36 | 0.67 | -0.06 | 0.32 |
| Standard Deviation(%) | NA | 31.97 | 46.15 | 39.80 | 37.23 | NA | NA | … | … | 37.61 | 65.50 | 34.38 | 25.27 | 30.52 | 33.07 | 55.81 | 25.56 | 27.20 | 18.75 | 29.35 | 33.20 | 24.07 | 24.73 | 34.94 | 35.95 | 29.49 |
| Draw Down(%) | NA | 29.97 | 43.64 | 43.64 | 58.25 | NA | NA | … | … | 17.26 | 39.13 | 12.53 | 12.74 | 26.42 | 20.61 | 50.85 | 12.94 | 24.08 | 10.84 | 15.53 | 30.03 | 21.76 | 20.95 | 20.33 | 20.74 | 20.74 |
| Yield(%) | 0.00 | 3.18 | 12.85 | 9.86 | 7.12 | 5.55 | 4.07 | … | … | 1.01 | 21.65 | 5.54 | 4.86 | 3.52 | 7.28 | 2.68 | 9.93 | 5.60 | 6.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMCY (Suncorp Group Ltd ADR) |
-14.92%
Jul 2017 – Jul 2020 |
-8.38%
Mar 2015 – Mar 2020 |
-2.52%
Oct 2010 – Oct 2020 |
4.27%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMCY (Suncorp Group Ltd ADR) |
34.44%
Sep 2022 – Sep 2025 |
23.48%
Oct 2020 – Oct 2025 |
9.55%
Sep 2015 – Sep 2025 |
7.47%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart