Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPEF (Appen Limited) | NA | -50.91% | -37.10% | -52.96% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPEF (Appen Limited) | 04/04/2018 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 17.39 | -50.91 | -37.10 | -52.96 | NA | NA | NA | … | … | -62.50 | 234.88 | -75.00 | -77.50 | -59.04 | 25.05 | 66.30 | 35.29 |
| Sharpe Ratio | NA | -0.36 | -0.29 | -0.47 | NA | NA | NA | … | … | -0.54 | 1.17 | -1.00 | -1.26 | -1.09 | 0.52 | 0.81 | 1.39 |
| Standard Deviation(%) | NA | 149.52 | 142.04 | 116.75 | NA | NA | NA | … | … | 142.23 | 197.29 | 78.69 | 63.00 | 54.33 | 47.25 | 79.63 | 35.09 |
| Draw Down(%) | NA | 78.06 | 91.24 | 99.25 | NA | NA | NA | … | … | 76.63 | 67.69 | 78.28 | 78.04 | 66.34 | 26.25 | 36.59 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.08 | 0.28 | 0.19 | 0.14 | … | … | 0.00 | 0.00 | 0.00 | 0.46 | 0.33 | 0.40 | 0.33 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPEF (Appen Limited) |
-76.90%
Jan 2021 – Jan 2024 |
-60.15%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPEF (Appen Limited) |
14.16%
May 2018 – May 2021 |
-25.23%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart