Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCHEY (Beach Energy Ltd) | 10.36% | 3.20% | -0.58% | -1.63% | 8.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCHEY (Beach Energy Ltd) | 02/21/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.20 | -0.58 | -1.63 | 8.04 | NA | NA | … | … | 10.36 | 2.07 | -17.20 | -6.27 | 25.41 | -36.31 | -21.15 | 83.51 | 5.07 | 59.24 | 68.86 | -56.14 | -30.93 | -14.67 |
| Sharpe Ratio | NA | -0.02 | -0.07 | -0.07 | 0.10 | NA | NA | … | … | 0.69 | -0.02 | -0.27 | -0.18 | 0.34 | -0.61 | -0.19 | 2.06 | 0.09 | 1.39 | 1.14 | -0.97 | -0.77 | -0.63 |
| Standard Deviation(%) | NA | 30.21 | 58.64 | 60.67 | 61.80 | NA | NA | … | … | 34.01 | 44.71 | 73.98 | 55.94 | 65.64 | 62.52 | 110.89 | 39.91 | 39.10 | 42.33 | 60.36 | 57.68 | 40.16 | 26.74 |
| Draw Down(%) | NA | 13.13 | 42.57 | 44.31 | 57.49 | NA | NA | … | … | 8.60 | 24.49 | 39.68 | 21.38 | 28.83 | 46.72 | 51.85 | 17.83 | 33.41 | 31.13 | 32.34 | 68.37 | 60.17 | 31.59 |
| Yield(%) | 0.00 | 5.29 | 2.99 | 2.30 | 4.00 | 1.16 | 0.87 | … | … | 0.90 | 4.89 | 2.45 | 2.52 | 1.66 | 1.11 | 0.77 | 1.49 | 1.58 | 2.52 | 1.22 | 1.36 | 2.94 | 1.25 |
Data as of 06/05/2026, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHEY (Beach Energy Ltd) |
-33.39%
Jun 2014 – Jun 2017 |
-13.34%
Dec 2019 – Dec 2024 |
-4.09%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHEY (Beach Energy Ltd) |
67.61%
Sep 2015 – Sep 2018 |
38.12%
Jan 2016 – Jan 2021 |
13.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart