Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMLTF (AMP Ltd) | NA | 24.81% | 9.97% | -1.76% | -11.22% | NA | NA | … | … |
Data as of 10/29/2024, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMLTF (AMP Ltd) | 04/06/2010 | 10/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.98 | 24.81 | 9.97 | -1.76 | -11.22 | NA | NA | … | … | 58.49 | -24.67 | 22.22 | -40.98 | 2.96 | -14.77 | -57.62 | 23.77 | -10.53 | -0.89 | 23.17 | -18.97 | 20.62 | -18.22 | -9.80 |
| Sharpe Ratio | NA | 0.52 | 0.17 | -0.08 | -0.28 | NA | NA | … | … | 2.61 | -0.73 | 0.58 | -1.21 | 0.03 | -0.40 | -1.15 | 0.84 | -0.29 | -0.02 | 0.73 | -0.37 | 0.75 | -0.52 | -0.31 |
| Standard Deviation(%) | NA | 34.61 | 35.20 | 51.73 | 46.28 | NA | NA | … | … | 25.74 | 40.17 | 36.25 | 33.97 | 92.65 | 39.96 | 51.23 | 27.76 | 37.02 | 41.12 | 31.62 | 50.99 | 27.81 | 35.42 | 42.15 |
| Draw Down(%) | NA | 27.50 | 35.07 | 53.03 | 84.43 | NA | NA | … | … | 1.59 | 35.07 | 21.43 | 41.16 | 52.31 | 42.17 | 61.19 | 10.68 | 25.38 | 27.82 | 22.15 | 35.51 | 18.95 | 36.26 | 28.69 |
| Yield(%) | 0.00 | 5.19 | 3.35 | 2.85 | 2.57 | 2.40 | 1.80 | … | … | 6.59 | 4.47 | 0.00 | 0.00 | 7.69 | 1.85 | 6.24 | 8.90 | 6.71 | 6.17 | 7.40 | 4.83 | 3.29 | 2.81 | 0.00 |
Data as of 10/29/2024, 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 |
|---|---|---|---|---|
| AMLTF (AMP Ltd) |
-42.19%
Mar 2017 – Mar 2020 |
-29.85%
Mar 2015 – Mar 2020 |
-14.88%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMLTF (AMP Ltd) |
15.56%
Aug 2011 – Aug 2014 |
6.81%
May 2012 – May 2017 |
-7.51%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart