Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDS (Woodside Energy Group Ltd) | 43.18% | 53.32% | 4.24% | 11.52% | 6.81% | 0.55% | 3.13% | … | … |
Data as of 06/09/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDS (Woodside Energy Group Ltd) | 11/18/1996 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.51 | 53.32 | 4.24 | 11.52 | 6.81 | 0.55 | 3.13 | … | … | 43.18 | 6.78 | -20.60 | -4.42 | 68.06 | -6.54 | -24.05 | 14.57 | -9.62 | 19.46 | 11.22 | -26.70 | -5.76 | 2.85 | 17.42 | -25.71 | 6.09 | 65.63 | -39.94 | 52.01 | 7.53 | 87.68 | 45.10 | 73.11 | 3.52 | -7.93 | 12.98 | 70.59 | -38.32 | -4.34 | 4.30 |
| Sharpe Ratio | NA | 1.64 | 0.03 | 0.24 | 0.15 | NA | NA | … | … | 3.52 | 0.12 | -0.91 | -0.30 | 1.53 | -0.20 | -0.39 | 0.64 | -0.45 | 1.03 | 0.33 | -0.75 | -0.27 | 0.13 | 0.61 | -0.63 | 0.17 | 1.17 | -0.49 | 1.25 | 0.12 | 2.75 | 1.50 | 2.12 | 0.06 | -0.23 | 0.18 | 1.36 | -0.65 | -0.18 | 1.36 |
| Standard Deviation(%) | NA | 30.13 | 29.41 | 33.40 | 34.11 | NA | NA | … | … | 33.82 | 32.58 | 26.66 | 26.97 | 43.91 | 32.19 | 62.64 | 20.59 | 24.59 | 18.29 | 33.31 | 35.58 | 21.04 | 22.27 | 28.73 | 40.83 | 35.36 | 56.24 | 83.77 | 39.12 | 33.93 | 31.05 | 29.37 | 34.09 | 36.64 | 45.19 | 49.30 | 49.25 | 63.80 | 43.69 | 29.67 |
| Draw Down(%) | NA | 17.16 | 48.77 | 48.77 | 66.07 | NA | NA | … | … | 13.92 | 26.97 | 28.16 | 23.03 | 21.43 | 34.30 | 63.89 | 19.47 | 26.13 | 12.88 | 16.66 | 33.53 | 30.70 | 20.46 | 24.79 | 42.96 | 26.35 | 28.70 | 74.49 | 25.93 | 27.07 | 18.25 | 15.93 | 15.69 | 19.31 | 28.67 | 31.25 | 25.81 | 43.10 | 31.54 | 10.34 |
| Yield(%) | 0.00 | 7.46 | 5.34 | 8.30 | 6.04 | 2.95 | 4.10 | … | … | 3.69 | 6.75 | 6.08 | 9.64 | 13.42 | 2.39 | 3.34 | 5.85 | 4.65 | 4.27 | 3.61 | 6.74 | 6.21 | 5.77 | 3.64 | 2.49 | 2.70 | 2.93 | 2.60 | 3.33 | 2.64 | 3.16 | 3.41 | 5.46 | 5.06 | 5.46 | 2.17 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDS (Woodside Energy Group Ltd) |
-19.60%
Mar 2017 – Mar 2020 |
-12.67%
May 2011 – May 2016 |
-8.52%
Mar 2010 – Mar 2020 |
-2.39%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDS (Woodside Energy Group Ltd) |
76.26%
Jan 2003 – Jan 2006 |
57.08%
Feb 2003 – Feb 2008 |
33.60%
Jun 1998 – Jun 2008 |
18.89%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart