Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLGPY (Telstra Corporation Limited) | 8.63% | 14.99% | 11.27% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/26/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLGPY (Telstra Corporation Limited) | 10/26/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.35 | 14.99 | 11.27 | NA | NA | NA | NA | … | … | 8.63 | 38.43 | -3.17 | 4.26 | 7.10 |
| Sharpe Ratio | NA | 0.77 | 0.39 | NA | NA | NA | NA | … | … | 1.10 | 1.92 | -0.32 | 0.03 | 1.80 |
| Standard Deviation(%) | NA | 16.02 | 20.66 | NA | NA | NA | NA | … | … | 17.11 | 18.62 | 20.92 | 23.82 | 24.36 |
| Draw Down(%) | NA | 10.73 | 21.75 | NA | NA | NA | NA | … | … | 10.73 | 5.97 | 14.54 | 19.35 | 4.80 |
| Yield(%) | 0.00 | 4.29 | 4.26 | 3.41 | 1.71 | 1.14 | 0.85 | … | … | 2.26 | 4.82 | 4.50 | 4.15 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLGPY (Telstra Corporation Limited) |
10.43%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLGPY (Telstra Corporation Limited) |
15.23%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart