Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADLDY (Adelaide Brighton Ltd ADR) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 07/01/2024, Common starting date is 07/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADLDY (Adelaide Brighton Ltd ADR) | 07/13/2018 | 07/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 1.71 | -50.80 | 12.97 | -2.52 | -49.37 | 1.81 |
| Sharpe Ratio | NA | 0.58 | -0.13 | -0.13 | NA | NA | NA | … | … | 2.81 | -0.05 | -0.85 | 1.26 | -0.03 | -0.82 | 0.92 |
| Standard Deviation(%) | NA | 54.19 | 54.88 | 67.94 | NA | NA | NA | … | … | 69.14 | 54.23 | 61.30 | 10.27 | 108.21 | 61.81 | 2.63 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 28.36 | 65.95 | 2.14 | 53.94 | 56.03 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.10 | 1.67 | 0.94 | 0.63 | 0.47 | … | … | 0.00 | 0.00 | 4.72 | 4.06 | 2.69 | 2.10 | 1.81 |
Data as of 07/01/2024, Common starting date is 07/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADLDY (Adelaide Brighton Ltd ADR) |
-21.94%
Oct 2019 – Oct 2022 |
-22.53%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADLDY (Adelaide Brighton Ltd ADR) |
0.83%
Mar 2020 – Mar 2023 |
-6.32%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart