Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNMYD (Suncorp Group Limited) | NA | 59.67% | 34.08% | 28.08% | 11.42% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNMYD (Suncorp Group Limited) | 07/02/2014 | 05/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 59.67 | 34.08 | 28.08 | 11.42 | NA | NA | … | … | 50.97 | 24.74 | 17.65 | 6.05 | 27.92 | -25.55 | 11.31 | -10.02 | 17.81 | 22.19 | -19.06 | -11.87 |
| Sharpe Ratio | NA | 0.96 | 0.80 | 0.74 | 0.29 | NA | NA | … | … | 2.19 | 0.65 | 0.65 | 0.17 | 0.92 | -0.41 | 0.78 | -0.60 | 1.81 | 0.75 | -0.59 | -1.10 |
| Standard Deviation(%) | NA | 58.77 | 38.73 | 35.31 | 34.24 | NA | NA | … | … | 80.61 | 32.27 | 21.89 | 27.60 | 30.34 | 61.97 | 12.54 | 19.02 | 9.53 | 29.18 | 32.37 | 20.27 |
| Draw Down(%) | NA | 20.24 | 20.24 | 21.15 | 51.88 | NA | NA | … | … | 19.60 | 20.24 | 15.35 | 18.45 | 20.64 | 44.80 | 4.66 | 21.68 | 3.83 | 14.84 | 26.57 | 21.21 |
| Yield(%) | 0.00 | 43.68 | 23.35 | 20.49 | 9.77 | 5.09 | 3.81 | … | … | 38.15 | 8.56 | 4.65 | 3.18 | 3.37 | 2.58 | 9.08 | 8.15 | 8.25 | 8.35 | 4.68 | 0.00 |
Data as of 05/28/2025, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMYD (Suncorp Group Limited) |
-14.79%
Mar 2017 – Mar 2020 |
-6.60%
Mar 2015 – Mar 2020 |
4.12%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMYD (Suncorp Group Limited) |
40.54%
Apr 2022 – Apr 2025 |
31.76%
Apr 2020 – Apr 2025 |
12.89%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart