Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACOPF (The a2 Milk Company Limited) | -31.18% | -15.78% | 4.45% | -1.30% | 14.86% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACOPF (The a2 Milk Company Limited) | 04/29/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | -15.78 | 4.45 | -1.30 | 14.86 | NA | NA | … | … | -31.18 | 49.37 | 40.99 | -37.80 | 16.07 | -55.63 | -12.87 | 38.90 | 28.16 | 296.66 | 10.46 | 209.52 | -16.00 | -15.25 |
| Sharpe Ratio | NA | -0.37 | 0.04 | -0.06 | 0.25 | NA | NA | … | … | -1.06 | 0.69 | 0.58 | -1.08 | 0.31 | -1.14 | -0.29 | 1.07 | 0.51 | 7.22 | 0.19 | 2.89 | -0.26 | -1.20 |
| Standard Deviation(%) | NA | 50.30 | 60.83 | 55.21 | 50.81 | NA | NA | … | … | 59.08 | 67.53 | 64.12 | 38.60 | 46.72 | 48.75 | 44.82 | 34.96 | 52.40 | 41.32 | 54.57 | 72.48 | 60.62 | 18.12 |
| Draw Down(%) | NA | 41.81 | 41.81 | 56.62 | 83.31 | NA | NA | … | … | 41.81 | 21.30 | 39.58 | 51.44 | 31.94 | 56.90 | 43.74 | 34.88 | 43.16 | 15.00 | 27.17 | 20.54 | 51.74 | 15.25 |
| Yield(%) | 0.00 | 3.29 | 2.09 | 1.03 | 2.20 | 2.55 | 1.91 | … | … | 1.21 | 3.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACOPF (The a2 Milk Company Limited) |
-38.47%
Aug 2020 – Aug 2023 |
-20.38%
Nov 2019 – Nov 2024 |
14.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACOPF (The a2 Milk Company Limited) |
196.25%
Feb 2015 – Feb 2018 |
100.88%
May 2015 – May 2020 |
29.72%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart