Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACOPY (The A2 Milk Company Ltd) | -37.46% | -26.36% | 3.91% | -1.88% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACOPY (The A2 Milk Company Ltd) | 05/22/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | -26.36 | 3.91 | -1.88 | NA | NA | NA | … | … | -37.46 | 86.84 | 25.75 | -40.31 | 15.42 | -55.85 | -14.13 | -6.73 |
| Sharpe Ratio | NA | -0.69 | 0.02 | -0.08 | NA | NA | NA | … | … | -1.82 | 1.68 | 0.44 | -1.21 | 0.29 | -1.07 | -0.18 | -0.29 |
| Standard Deviation(%) | NA | 37.97 | 46.18 | 47.07 | NA | NA | NA | … | … | 38.87 | 50.13 | 50.49 | 36.43 | 48.51 | 52.14 | 78.92 | 41.16 |
| Draw Down(%) | NA | 43.26 | 43.26 | 56.78 | NA | NA | NA | … | … | 43.26 | 23.52 | 33.54 | 51.64 | 32.26 | 58.86 | 47.87 | 35.36 |
| Yield(%) | 0.00 | 2.56 | 1.74 | 0.85 | 0.17 | 0.11 | 0.08 | … | … | 1.09 | 3.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACOPY (The A2 Milk Company Ltd) |
-39.06%
Aug 2020 – Aug 2023 |
-19.96%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACOPY (The A2 Milk Company Ltd) |
22.90%
Jun 2022 – Jun 2025 |
2.14%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart