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
ASAGF (Australian Agricultural Company Ltd) -4.00% 3.23% -2.00% 0.21% -3.13% -3.70% NA
Data as of 06/03/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
Name Start Date End Date
ASAGF (Australian Agricultural Company Ltd) 06/28/2007 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 2012 2011 2010 2009 2008 2007
Annualized Return (%) 1.05 3.23 -2.00 0.21 -3.13 -3.70 NA -4.00 12.79 -12.12 -14.66 10.48 23.53 10.39 2.67 -28.57 -11.76 26.60 -22.95 5.17 -12.75 -7.41 -6.90 11.54 6.56 -56.04 12.56
Sharpe Ratio NA -0.09 -0.18 -0.09 -0.11 NA NA -0.75 0.30 -0.66 -0.54 0.23 0.74 0.22 0.03 -0.76 -0.37 0.61 -0.58 0.17 -0.34 -0.22 -0.20 0.30 0.10 -0.61 0.40
Standard Deviation(%) NA 30.10 31.46 33.26 37.04 NA NA 24.88 33.94 28.75 35.28 40.24 31.86 46.59 41.51 39.41 33.42 43.14 39.67 30.27 37.81 33.80 34.35 38.69 63.41 93.19 59.58
Draw Down(%) NA 15.24 21.90 49.38 59.24 NA NA 10.00 15.24 17.14 37.88 30.25 17.48 24.71 21.43 31.19 35.62 24.20 35.56 15.22 35.32 30.52 31.84 18.38 38.57 72.40 27.56
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.97 2.27
Data as of 06/03/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASAGF (Australian Agricultural Company Ltd) -22.43%
Jul 2016 – Jul 2019
-18.66%
May 2008 – May 2013
-11.18%
Feb 2008 – Feb 2018
-7.34%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASAGF (Australian Agricultural Company Ltd) 32.27%
Jun 2019 – Jun 2022
9.08%
Sep 2019 – Sep 2024
3.60%
Jun 2012 – Jun 2022
-0.77%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return