Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMCR (Amcor PLC) | -5.46% | -10.37% | -3.44% | -4.27% | 0.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMCR (Amcor PLC) | 05/16/2012 | 06/04/2026 |
| 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 (%) | -4.10 | -10.37 | -3.44 | -4.27 | 0.28 | NA | NA | … | … | -5.46 | -6.17 | 2.61 | -15.08 | 3.18 | 6.21 | 13.43 | 22.94 | -17.90 | 15.18 | 14.71 | -12.03 | 25.46 | 11.11 | 8.70 |
| Sharpe Ratio | NA | -0.38 | -0.22 | -0.24 | -0.05 | NA | NA | … | … | -0.32 | -0.36 | -0.05 | -0.87 | 0.06 | 0.31 | 0.27 | 0.95 | -0.89 | 0.99 | 0.60 | -0.81 | 1.66 | 0.36 | 1.18 |
| Standard Deviation(%) | NA | 31.22 | 25.68 | 24.99 | 26.39 | NA | NA | … | … | 38.83 | 25.12 | 22.23 | 21.73 | 27.59 | 19.87 | 47.81 | 22.67 | 21.66 | 14.69 | 23.98 | 14.92 | 15.37 | 30.38 | 12.22 |
| Draw Down(%) | NA | 26.51 | 29.91 | 34.34 | 48.19 | NA | NA | … | … | 26.51 | 21.74 | 16.82 | 28.26 | 20.69 | 10.64 | 45.36 | 20.10 | 22.75 | 11.51 | 9.84 | 16.07 | 5.31 | 14.98 | 3.90 |
| Yield(%) | 1.66 | 17.17 | 8.55 | 5.81 | 5.01 | 5.78 | 4.34 | … | … | 15.46 | 5.49 | 5.16 | 4.14 | 4.07 | 4.17 | 4.36 | 6.06 | 3.74 | 4.10 | 4.28 | 1.76 | 4.15 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMCR (Amcor PLC) |
-7.46%
Oct 2022 – Oct 2025 |
-3.87%
Apr 2021 – Apr 2026 |
0.59%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMCR (Amcor PLC) |
16.56%
Mar 2020 – Mar 2023 |
13.80%
Aug 2012 – Aug 2017 |
9.37%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart