Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APXYY (Appen Limited) | 48.15% | 14.29% | -30.27% | -41.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APXYY (Appen Limited) | 02/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.29 | 14.29 | -30.27 | -41.99 | NA | NA | NA | … | … | 48.15 | -71.95 | 276.19 | -75.29 | -75.34 | -59.66 |
| Sharpe Ratio | NA | -0.02 | -0.23 | -0.26 | NA | NA | NA | … | … | 0.65 | -0.43 | 1.02 | -0.43 | -1.29 | -0.79 |
| Standard Deviation(%) | NA | 151.65 | 198.59 | 174.12 | NA | NA | NA | … | … | 132.14 | 174.29 | 268.00 | 186.84 | 59.55 | 79.65 |
| Draw Down(%) | NA | 54.55 | 97.40 | 99.18 | NA | NA | NA | … | … | 41.38 | 80.20 | 76.19 | 89.50 | 75.34 | 63.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.12 | 0.07 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.59 | 0.43 |
Data as of 06/04/2026, Common starting date is 02/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APXYY (Appen Limited) |
-74.88%
Mar 2021 – Mar 2024 |
-44.92%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APXYY (Appen Limited) |
-11.58%
Feb 2023 – Feb 2026 |
-43.52%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart