Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUVGF (Australian Vintage Ltd) | NA | -74.07% | -47.66% | -18.52% | -7.35% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUVGF (Australian Vintage Ltd) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -74.07 | -47.66 | -18.52 | -7.35 | NA | NA | … | … | -74.07 | 8.00 | -50.98 | -12.80 | 122.89 | -12.16 | 5.26 | 24.32 | -3.02 | 63.77 | -26.67 | -11.86 | 24.59 | 11.55 |
| Sharpe Ratio | NA | -0.57 | -0.58 | -0.29 | -0.15 | NA | NA | … | … | -0.55 | 0.57 | -0.77 | -0.78 | 2.94 | -0.18 | 0.74 | 0.98 | -0.13 | 1.07 | -0.88 | -0.30 | 0.43 | 1.53 |
| Standard Deviation(%) | NA | 135.53 | 88.42 | 72.25 | 59.49 | NA | NA | … | … | 157.98 | 7.70 | 71.59 | 18.38 | 41.75 | 70.15 | 5.13 | 23.62 | 27.60 | 59.50 | 30.46 | 40.24 | 57.05 | 15.04 |
| Draw Down(%) | NA | 74.07 | 86.27 | 88.03 | 88.03 | NA | NA | … | … | 74.07 | 0.00 | 50.98 | 16.54 | 5.21 | 50.50 | 0.00 | 14.89 | 16.67 | 28.57 | 36.23 | 28.60 | 23.19 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.43 | 12.95 | 9.52 | 6.19 | 4.64 | … | … | 0.00 | 0.00 | 0.00 | 3.58 | 41.17 | 4.35 | 5.00 | 3.03 | 2.86 | 4.55 | 0.00 | 5.54 | 0.00 | 10.35 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUVGF (Australian Vintage Ltd) |
-50.69%
Mar 2022 – Mar 2025 |
-23.60%
Mar 2020 – Mar 2025 |
-10.91%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUVGF (Australian Vintage Ltd) |
51.08%
May 2020 – May 2023 |
20.62%
Apr 2017 – Apr 2022 |
11.80%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart