Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPKKY (Spark New Zealand Ltd ADR) | -14.50% | -13.71% | -22.83% | -13.84% | -0.14% | 4.27% | 1.94% | … | … |
Data as of 06/10/2026, Common starting date is 07/18/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPKKY (Spark New Zealand Ltd ADR) | 07/18/1991 | 06/10/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | -13.71 | -22.83 | -13.84 | -0.14 | 4.27 | 1.94 | … | … | -14.50 | -9.49 | -45.21 | 2.61 | 16.97 | -2.64 | 24.61 | 11.71 | 16.78 | 18.78 | 14.83 | 0.00 | 35.51 | 10.86 | 27.43 | 2.57 | 3.16 | 47.30 | -55.53 | -21.57 | -9.25 | 0.88 | 32.96 | 54.61 | 18.84 | 5.04 | -53.58 | 14.37 | -1.20 | 2.17 | 24.80 | 43.12 | 11.58 | 108.24 | -9.39 | 12.65 |
| Sharpe Ratio | NA | -0.75 | -0.99 | -0.65 | -0.10 | NA | NA | … | … | -1.74 | -0.36 | -1.93 | -0.06 | 0.66 | -0.13 | 0.74 | 0.52 | 0.75 | 0.98 | 0.53 | 0.00 | 1.50 | 0.46 | 0.97 | 0.06 | 0.12 | 1.11 | -1.00 | -0.55 | -0.47 | -0.08 | 1.71 | 2.49 | 0.67 | 0.07 | -1.58 | 0.43 | -0.17 | -0.05 | 1.13 | 2.50 | 0.34 | 3.77 | -0.53 | 1.12 |
| Standard Deviation(%) | NA | 21.69 | 26.81 | 24.88 | 24.50 | NA | NA | … | … | 19.86 | 34.60 | 25.31 | 18.40 | 23.51 | 20.63 | 32.78 | 19.72 | 20.60 | 18.55 | 27.46 | 32.32 | 23.61 | 23.48 | 28.38 | 39.34 | 26.64 | 42.65 | 56.14 | 45.42 | 26.83 | 17.08 | 18.72 | 21.64 | 26.37 | 35.76 | 36.67 | 25.48 | 27.90 | 27.72 | 18.62 | 15.63 | 25.05 | 28.00 | 22.06 | 23.51 |
| Draw Down(%) | NA | 25.45 | 62.83 | 62.83 | 62.83 | NA | NA | … | … | 18.83 | 34.75 | 47.59 | 13.36 | 16.54 | 15.32 | 30.17 | 12.90 | 8.12 | 13.03 | 15.92 | 30.93 | 13.52 | 24.96 | 17.87 | 36.17 | 32.72 | 23.00 | 63.34 | 39.87 | 39.13 | 14.99 | 15.10 | 9.35 | 16.30 | 36.15 | 54.75 | 22.01 | 26.83 | 17.77 | 16.05 | 11.96 | 21.66 | 17.89 | 25.76 | 9.88 |
| Yield(%) | 0.00 | 9.79 | 5.44 | 5.28 | 8.03 | 9.82 | 6.93 | … | … | 3.97 | 9.89 | 6.15 | 5.75 | 6.22 | 6.18 | 6.51 | 6.69 | 7.70 | 9.00 | 9.38 | 6.73 | 8.47 | 7.93 | 11.67 | 9.10 | 8.21 | 10.77 | 6.80 | 20.94 | 6.78 | 8.79 | 6.30 | 5.46 | 4.33 | 4.67 | 5.03 | 6.40 | 5.83 | 6.27 | 6.99 | 7.42 | 9.07 | 4.02 | 3.68 | 2.41 |
Data as of 06/10/2026, Common starting date is 07/18/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPKKY (Spark New Zealand Ltd ADR) |
-31.85%
Dec 2005 – Dec 2008 |
-19.62%
Feb 2004 – Feb 2009 |
-10.13%
Feb 1999 – Feb 2009 |
-2.61%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPKKY (Spark New Zealand Ltd ADR) |
53.26%
Apr 1992 – Apr 1995 |
37.71%
Jun 1992 – Jun 1997 |
17.44%
Jun 2010 – Jun 2020 |
15.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart