Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACKDF (Auckland International Airport Limited) | 10.73% | 20.63% | 0.57% | -0.03% | 4.37% | 8.93% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACKDF (Auckland International Airport Limited) | 04/06/2010 | 06/03/2026 |
| 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 (%) | 3.34 | 20.63 | 0.57 | -0.03 | 4.37 | 8.93 | NA | … | … | 10.73 | -8.91 | 1.71 | 1.05 | 1.76 | -5.38 | -8.49 | 28.06 | 10.52 | 12.85 | 23.14 | 26.94 | 5.75 | 32.26 | 21.91 | 9.12 | 19.57 |
| Sharpe Ratio | NA | 0.05 | -0.04 | -0.05 | 0.07 | NA | NA | … | … | 0.52 | -0.14 | -0.04 | -0.12 | 0.01 | -0.18 | -0.15 | 1.56 | 0.38 | 0.50 | 0.70 | 1.34 | 0.21 | 1.57 | 1.22 | 0.36 | 0.83 |
| Standard Deviation(%) | NA | 79.11 | 58.84 | 50.19 | 42.59 | NA | NA | … | … | 53.41 | 83.19 | 45.84 | 21.44 | 40.26 | 30.63 | 56.22 | 17.00 | 24.46 | 24.40 | 32.60 | 20.09 | 27.74 | 20.58 | 18.08 | 25.27 | 32.33 |
| Draw Down(%) | NA | 21.76 | 25.17 | 33.10 | 55.63 | NA | NA | … | … | 19.90 | 25.17 | 19.22 | 17.46 | 29.35 | 15.65 | 54.03 | 8.29 | 10.47 | 19.93 | 19.28 | 6.86 | 17.08 | 15.00 | 6.93 | 14.87 | 13.33 |
| Yield(%) | 0.00 | 4.00 | 2.48 | 1.46 | 2.86 | 4.71 | 5.00 | … | … | 2.11 | 2.33 | 2.45 | 0.77 | 0.00 | 0.00 | 0.00 | 4.80 | 4.80 | 5.40 | 5.41 | 4.66 | 2.70 | 0.00 | 0.00 | 4.77 | 4.24 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACKDF (Auckland International Airport Limited) |
-14.25%
Mar 2017 – Mar 2020 |
-6.38%
Nov 2019 – Nov 2024 |
3.79%
Mar 2016 – Mar 2026 |
9.37%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACKDF (Auckland International Airport Limited) |
30.95%
Jun 2013 – Jun 2016 |
25.68%
Jul 2012 – Jul 2017 |
17.68%
Sep 2010 – Sep 2020 |
11.90%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart