Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLWHF (Woolworths Holdings Limited) | NA | 5.34% | 14.30% | 0.97% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLWHF (Woolworths Holdings Limited) | 06/12/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 5.34 | 14.30 | 0.97 | NA | NA | NA | … | … | 3.75 | 5.33 | 36.63 | 81.31 | 4.04 | -62.41 | 2.50 |
| Sharpe Ratio | NA | 0.88 | 0.78 | -0.02 | NA | NA | NA | … | … | 0.86 | 0.57 | 1.40 | 1.47 | 1.41 | -0.29 | 1.14 |
| Standard Deviation(%) | NA | 2.62 | 13.88 | 51.78 | NA | NA | NA | … | … | 2.50 | 3.00 | 23.80 | 54.55 | 2.84 | 105.19 | 3.31 |
| Draw Down(%) | NA | 0.00 | 0.00 | 62.74 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 62.74 | 0.00 |
| Yield(%) | 0.00 | 4.16 | 6.54 | 3.46 | 2.06 | 1.38 | 1.03 | … | … | 3.66 | 5.15 | 9.76 | 8.75 | 3.92 | 0.88 | 2.44 |
Data as of 09/26/2025, Common starting date is 06/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLWHF (Woolworths Holdings Limited) |
-10.83%
Sep 2019 – Sep 2022 |
0.41%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLWHF (Woolworths Holdings Limited) |
38.79%
Mar 2021 – Mar 2024 |
0.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart