Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUTLF (Austal Limited) | -28.57% | -26.11% | 26.09% | 12.75% | 14.59% | 1.80% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUTLF (Austal Limited) | 01/03/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | -26.11 | 26.09 | 12.75 | 14.59 | 1.80 | NA | … | … | -28.57 | 133.50 | 39.86 | 1.00 | 8.24 | -24.18 | -23.58 | 97.02 | 15.43 | 7.48 | 8.18 | -8.33 | 51.90 | 29.51 | -73.96 | -35.29 |
| Sharpe Ratio | NA | -0.15 | 0.48 | 0.17 | 0.25 | NA | NA | … | … | -0.70 | 1.80 | 0.50 | -0.05 | 0.16 | -0.54 | -0.39 | 3.11 | 0.61 | 0.24 | 0.11 | -0.17 | 1.16 | 0.81 | -0.70 | -0.86 |
| Standard Deviation(%) | NA | 77.51 | 71.99 | 63.61 | 54.07 | NA | NA | … | … | 81.64 | 74.17 | 66.69 | 65.28 | 42.98 | 44.76 | 61.34 | 30.75 | 23.38 | 28.20 | 73.27 | 48.96 | 44.53 | 36.60 | 105.71 | 41.35 |
| Draw Down(%) | NA | 53.95 | 53.95 | 53.95 | 60.94 | NA | NA | … | … | 53.95 | 29.32 | 26.57 | 46.04 | 27.97 | 39.33 | 34.33 | 15.16 | 14.58 | 12.68 | 37.90 | 39.66 | 21.37 | 18.75 | 77.80 | 40.97 |
| Yield(%) | 0.00 | 0.00 | 0.42 | 1.66 | 4.07 | 1.13 | 0.69 | … | … | 0.00 | 0.00 | 0.00 | 3.20 | 4.58 | 3.40 | 2.99 | 3.60 | 3.23 | 3.36 | 1.82 | 2.50 | 0.00 | 0.00 | 0.00 | 1.66 |
Data as of 06/05/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUTLF (Austal Limited) |
-36.13%
Feb 2011 – Feb 2014 |
-23.93%
Jul 2011 – Jul 2016 |
-5.54%
Jul 2011 – Jul 2021 |
1.19%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUTLF (Austal Limited) |
66.43%
Jan 2023 – Jan 2026 |
25.09%
Jan 2021 – Jan 2026 |
21.58%
Jan 2016 – Jan 2026 |
3.11%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart