Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFAFY (Wesfarmers Ltd ADR) | 8.30% | 8.16% | 25.89% | 11.02% | 15.73% | 11.64% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFAFY (Wesfarmers Ltd ADR) | 01/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.37 | 8.16 | 25.89 | 11.02 | 15.73 | 11.64 | NA | … | … | 8.30 | 27.21 | 17.20 | 29.83 | -24.88 | 18.48 | 39.40 | 43.66 | -8.88 | 21.37 | 4.73 | -5.65 | -5.21 | 5.76 | 36.49 | -3.18 | 17.57 |
| Sharpe Ratio | NA | 0.05 | 0.89 | 0.29 | 0.50 | NA | NA | … | … | 0.18 | 0.99 | 0.61 | 1.33 | -0.84 | 0.91 | 0.99 | 2.10 | -0.30 | 0.97 | 0.16 | -0.22 | -0.01 | 0.21 | 1.80 | -0.09 | 0.42 |
| Standard Deviation(%) | NA | 22.85 | 22.87 | 24.44 | 26.88 | NA | NA | … | … | 24.52 | 24.71 | 22.28 | 19.79 | 31.50 | 20.24 | 39.47 | 20.09 | 34.81 | 21.39 | 27.66 | 25.48 | 922.39 | 27.90 | 20.37 | 34.89 | 42.37 |
| Draw Down(%) | NA | 19.88 | 19.88 | 37.82 | 41.54 | NA | NA | … | … | 19.88 | 16.92 | 15.81 | 12.19 | 34.62 | 16.95 | 41.54 | 9.44 | 28.12 | 12.20 | 15.04 | 25.95 | 99.90 | 22.64 | 12.93 | 26.33 | 26.62 |
| Yield(%) | 0.00 | 4.09 | 5.03 | 4.18 | 8.78 | 7.08 | 6.39 | … | … | 1.31 | 4.85 | 3.39 | 4.14 | 2.99 | 7.05 | 4.06 | 8.72 | 31.35 | 5.57 | 4.62 | 4.47 | 7.01 | 5.58 | 5.61 | 4.72 | 3.93 |
Data as of 06/10/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFAFY (Wesfarmers Ltd ADR) |
-7.10%
Feb 2013 – Feb 2016 |
-2.66%
Nov 2013 – Nov 2018 |
5.62%
Mar 2010 – Mar 2020 |
10.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFAFY (Wesfarmers Ltd ADR) |
34.92%
Nov 2018 – Nov 2021 |
21.62%
Jun 2016 – Jun 2021 |
17.11%
Sep 2015 – Sep 2025 |
13.60%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart