Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANZFF (Air New Zealand Limited) | -29.41% | -33.69% | -14.20% | -24.82% | -13.01% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANZFF (Air New Zealand Limited) | 10/17/2012 | 06/05/2026 |
| 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 (%) | 0.00 | -33.69 | -14.20 | -24.82 | -13.01 | NA | NA | … | … | -29.41 | -2.18 | -19.41 | -5.98 | -20.81 | -19.20 | -55.12 | 4.25 | 5.26 | 66.28 | 6.65 | 6.75 | 67.09 | 33.65 | 5.05 |
| Sharpe Ratio | NA | -0.37 | -0.25 | -0.17 | -0.08 | NA | NA | … | … | -0.62 | -0.08 | -0.40 | -0.29 | -0.08 | -0.06 | -0.24 | 0.08 | 0.06 | 1.47 | 0.13 | 0.21 | 2.12 | 1.04 | 1.05 |
| Standard Deviation(%) | NA | 70.02 | 58.26 | 187.93 | 159.18 | NA | NA | … | … | 73.58 | 61.81 | 58.09 | 33.88 | 265.01 | 334.58 | 226.06 | 32.91 | 63.88 | 44.71 | 48.55 | 32.22 | 31.67 | 32.31 | 27.30 |
| Draw Down(%) | NA | 42.33 | 48.47 | 86.57 | 91.64 | NA | NA | … | … | 40.54 | 23.08 | 29.48 | 20.05 | 66.67 | 50.99 | 82.56 | 25.71 | 32.15 | 15.73 | 30.73 | 29.41 | 15.52 | 15.50 | 5.45 |
| Yield(%) | 0.00 | 2.00 | 5.91 | 2.20 | 8.14 | 11.70 | 8.77 | … | … | 0.00 | 4.53 | 3.00 | 12.22 | 0.00 | 0.00 | 5.48 | 9.19 | 10.53 | 14.31 | 26.12 | 6.86 | 18.71 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZFF (Air New Zealand Limited) |
-46.73%
Jun 2019 – Jun 2022 |
-33.76%
Nov 2019 – Nov 2024 |
-14.36%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZFF (Air New Zealand Limited) |
38.26%
Mar 2013 – Mar 2016 |
38.31%
Mar 2013 – Mar 2018 |
-1.33%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart