Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WLWHY (Woolworths Holdings Ltd PK) | -3.04% | -1.85% | 3.94% | -0.56% | -1.87% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WLWHY (Woolworths Holdings Ltd PK) | 04/19/2012 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.85 | 3.94 | -0.56 | -1.87 | NA | NA | … | … | -3.04 | 6.31 | -12.76 | 5.92 | 24.80 | 22.17 | -20.02 | -4.34 | -25.51 | 7.76 | -16.46 | -4.34 | 3.59 | -14.46 | 40.29 |
| Sharpe Ratio | NA | -0.07 | 0.01 | -0.07 | -0.07 | NA | NA | … | … | -0.13 | 0.05 | -0.31 | 0.07 | 0.54 | 0.50 | -0.31 | -0.11 | -0.59 | 0.17 | -0.36 | -0.10 | 0.07 | -0.42 | 1.88 |
| Standard Deviation(%) | NA | 67.70 | 58.70 | 52.75 | 51.59 | NA | NA | … | … | 73.21 | 68.56 | 52.51 | 34.71 | 43.63 | 44.62 | 65.83 | 51.78 | 45.56 | 41.18 | 46.84 | 42.46 | 50.59 | 34.80 | 33.44 |
| Draw Down(%) | NA | 23.12 | 39.79 | 40.00 | 75.90 | NA | NA | … | … | 23.12 | 28.33 | 25.52 | 34.45 | 30.32 | 29.33 | 59.17 | 29.73 | 45.06 | 35.40 | 33.42 | 35.69 | 32.50 | 33.61 | 14.93 |
| Yield(%) | 0.00 | 3.43 | 4.11 | 3.35 | 2.49 | 2.79 | 2.09 | … | … | 2.09 | 3.00 | 3.72 | 4.15 | 4.23 | 1.88 | 1.45 | 3.50 | 3.44 | 4.64 | 3.62 | 2.79 | 6.65 | 2.91 | 3.96 |
Data as of 06/05/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLWHY (Woolworths Holdings Ltd PK) |
-31.35%
Mar 2017 – Mar 2020 |
-23.88%
May 2015 – May 2020 |
-6.76%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WLWHY (Woolworths Holdings Ltd PK) |
37.57%
Jul 2020 – Jul 2023 |
18.31%
May 2020 – May 2025 |
0.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart