Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPNZF (South Port New Zealand) | NA | 6.35% | 1.53% | 6.84% | 8.67% | 6.56% | NA | … | … |
Data as of 07/07/2023, Common starting date is 12/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPNZF (South Port New Zealand) | 12/05/2007 | 07/07/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.35 | 1.53 | 6.84 | 8.67 | 6.56 | NA | … | … | 0.00 | 0.00 | 78.63 | -26.81 | -8.21 | 6.74 | 7.23 | 40.68 | -5.75 | 11.79 | 12.90 | 37.78 |
| Sharpe Ratio | NA | 0.00 | 0.42 | 0.05 | 0.14 | NA | NA | … | … | 0.00 | 0.00 | 0.23 | -0.18 | -0.12 | 0.18 | 0.09 | 0.47 | -0.07 | 0.30 | 0.06 | NA |
| Standard Deviation(%) | NA | NA | 48.09 | 56.34 | 59.15 | NA | NA | … | … | NA | NA | 167.87 | 371.70 | 74.51 | 27.04 | 99.42 | 88.66 | 76.98 | 40.89 | 136.23 | 0.00 |
| Draw Down(%) | NA | 0.00 | 3.39 | 32.82 | 32.82 | NA | NA | … | … | 0.00 | 0.00 | 3.39 | 31.82 | 9.47 | 0.65 | 11.16 | 1.68 | 19.43 | 3.81 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.04 | 2.53 | 2.74 | 2.26 | 1.70 | 1.76 | … | … | 1.28 | 6.58 | 0.00 | 0.00 | 0.00 | 4.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2023, Common starting date is 12/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPNZF (South Port New Zealand) |
4.06%
Apr 2017 – Apr 2020 |
21.00%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPNZF (South Port New Zealand) |
29.41%
Dec 2019 – Dec 2022 |
21.00%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart