Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ANSLY (Ansell Ltd ADR) -21.84% -4.59% 4.03% -6.92% 5.37% NA NA
Data as of 06/03/2026, Common starting date is 02/28/2013
More Performance Analytics Comparison
Name Start Date End Date
ANSLY (Ansell Ltd ADR) 02/28/2013 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 (%) 0.00 -4.59 4.03 -6.92 5.37 NA NA -21.84 15.57 27.05 -7.67 -13.83 -12.25 32.57 36.63 -16.64 10.16 16.53 -13.09 7.00 10.89
Sharpe Ratio NA -0.27 0.03 -0.24 0.10 NA NA -1.48 0.28 0.37 -0.41 -0.43 -0.45 0.71 1.40 -0.61 0.41 0.37 -0.36 0.50 0.81
Standard Deviation(%) NA 26.72 48.16 42.17 37.54 NA NA 32.28 46.06 62.75 28.08 35.58 27.02 45.44 25.20 29.71 23.26 43.97 36.33 13.88 16.12
Draw Down(%) NA 21.84 28.39 55.76 56.14 NA NA 21.84 28.39 26.29 33.36 40.33 31.85 43.27 10.51 31.04 13.24 33.32 36.34 10.49 9.88
Yield(%) 0.00 2.73 2.63 1.71 3.53 2.57 1.93 1.11 2.35 2.25 2.44 2.45 2.85 2.43 3.02 2.39 2.41 2.77 2.32 2.19 1.16
Data as of 06/03/2026, Common starting date is 02/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANSLY (Ansell Ltd ADR) -19.64%
Oct 2020 – Oct 2023
-7.49%
May 2021 – May 2026
-0.64%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANSLY (Ansell Ltd ADR) 21.27%
Aug 2017 – Aug 2020
22.13%
Jun 2016 – Jun 2021
8.94%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return