Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASXFF (ASX Limited) | -0.96% | -22.94% | -4.28% | -6.86% | 5.50% | 5.20% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASXFF (ASX Limited) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.99 | -22.94 | -4.28 | -6.86 | 5.50 | 5.20 | NA | … | … | -0.96 | -9.82 | 0.68 | -3.63 | -28.23 | 22.59 | 4.48 | 43.37 | 2.28 | 28.40 | 23.15 | 4.45 | 2.38 | 5.12 | 10.89 | -14.50 | 28.59 | 111.93 |
| Sharpe Ratio | NA | -0.49 | -0.18 | -0.24 | 0.14 | NA | NA | … | … | 0.02 | -0.38 | -0.10 | -0.27 | -0.95 | 0.95 | 0.11 | 1.64 | 0.03 | 1.82 | 0.90 | 0.16 | 0.17 | 0.25 | 0.49 | -0.46 | 0.67 | 3.40 |
| Standard Deviation(%) | NA | 48.01 | 36.57 | 33.27 | 30.29 | NA | NA | … | … | 61.98 | 33.67 | 28.29 | 26.72 | 31.25 | 23.73 | 38.40 | 25.50 | 27.89 | 15.27 | 25.45 | 27.05 | 13.94 | 20.49 | 22.36 | 31.47 | 42.72 | 39.86 |
| Draw Down(%) | NA | 30.87 | 31.41 | 46.68 | 46.68 | NA | NA | … | … | 30.09 | 28.48 | 14.99 | 29.12 | 36.26 | 8.20 | 30.76 | 9.23 | 18.39 | 6.69 | 9.29 | 22.15 | 13.06 | 17.32 | 15.67 | 25.35 | 27.60 | 11.81 |
| Yield(%) | 0.00 | 3.19 | 4.46 | 3.11 | 6.78 | 5.91 | 10.89 | … | … | 2.08 | 5.29 | 5.75 | 3.28 | 2.51 | 3.03 | 4.31 | 7.73 | 5.50 | 6.44 | 6.98 | 6.14 | 7.24 | 2.61 | 5.71 | 4.77 | 5.24 | 7.79 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASXFF (ASX Limited) |
-13.57%
Aug 2020 – Aug 2023 |
-5.69%
Oct 2020 – Oct 2025 |
5.43%
Oct 2013 – Oct 2023 |
4.69%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASXFF (ASX Limited) |
31.25%
Sep 2015 – Sep 2018 |
24.20%
Sep 2015 – Sep 2020 |
15.73%
Jun 2010 – Jun 2020 |
10.77%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart