Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUSDF (Perenti Global Limited) | -16.64% | 79.39% | 33.71% | 28.72% | 17.04% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/07/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUSDF (Perenti Global Limited) | 02/07/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 79.39 | 33.71 | 28.72 | 17.04 | NA | NA | … | … | -16.64 | 165.85 | 17.68 | -21.43 | 10.70 | -21.01 | -2.68 | 49.08 | -43.92 | 92.25 | 394.44 | -62.92 | -34.90 | -71.96 |
| Sharpe Ratio | NA | 0.96 | 0.55 | 0.50 | 0.34 | NA | NA | … | … | -0.47 | 2.87 | 0.42 | -0.87 | 0.17 | -0.32 | -0.03 | 2.01 | -0.71 | 2.64 | 3.89 | -0.71 | -0.68 | -1.00 |
| Standard Deviation(%) | NA | 75.66 | 51.01 | 49.41 | 59.17 | NA | NA | … | … | 82.60 | 57.15 | 33.30 | 29.13 | 55.00 | 65.15 | 102.39 | 23.63 | 63.64 | 34.94 | 101.44 | 89.20 | 51.57 | 75.73 |
| Draw Down(%) | NA | 33.96 | 38.10 | 42.11 | 72.90 | NA | NA | … | … | 33.96 | 23.73 | 21.21 | 26.97 | 42.11 | 52.38 | 56.53 | 0.00 | 58.19 | 11.21 | 29.11 | 68.28 | 54.22 | 74.48 |
| Yield(%) | 0.00 | 5.49 | 3.82 | 3.88 | 7.29 | 1.20 | 0.90 | … | … | 1.17 | 6.12 | 1.98 | 0.00 | 0.00 | 4.72 | 6.16 | 8.45 | 4.49 | 3.44 | 0.00 | 1.52 | 4.98 | 3.93 |
Data as of 06/03/2026, Common starting date is 02/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUSDF (Perenti Global Limited) |
-48.99%
Mar 2013 – Mar 2016 |
-16.75%
Jul 2017 – Jul 2022 |
-8.53%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUSDF (Perenti Global Limited) |
105.61%
Mar 2015 – Mar 2018 |
55.62%
Jan 2016 – Jan 2021 |
33.93%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart