Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKQNF (Bank of Queensland Limited) | NA | 16.89% | 0.93% | -1.37% | -2.05% | NA | NA | … | … |
Data as of 12/26/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKQNF (Bank of Queensland Limited) | 06/19/2012 | 12/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.89 | 0.93 | -1.37 | -2.05 | NA | NA | … | … | 16.89 | -15.84 | 4.53 | 8.30 | -16.18 | -25.19 | 21.46 | 5.89 | -15.69 | 7.36 | 17.76 | 52.02 | 9.71 |
| Sharpe Ratio | NA | 1.33 | -0.09 | -0.08 | -0.11 | NA | NA | … | … | 1.34 | -0.78 | 0.13 | 1.44 | -0.22 | -0.66 | 0.86 | 1.08 | -0.62 | 1.46 | 1.68 | 1.55 | 2.11 |
| Standard Deviation(%) | NA | 10.01 | 21.32 | 37.21 | 31.23 | NA | NA | … | … | 10.08 | 25.24 | 23.96 | 5.73 | 73.00 | 40.67 | 23.38 | 4.85 | 25.69 | 5.02 | 10.57 | 33.60 | 9.05 |
| Draw Down(%) | NA | 0.00 | 33.24 | 47.18 | 60.88 | NA | NA | … | … | 0.00 | 21.05 | 15.62 | 0.00 | 47.18 | 32.90 | 9.05 | 0.00 | 25.85 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.59 | 6.38 | 4.77 | 4.56 | 6.60 | 4.95 | … | … | 4.59 | 8.42 | 7.50 | 7.82 | 1.95 | 7.10 | 9.27 | 5.61 | 7.17 | 6.98 | 6.84 | 8.46 | 4.22 |
Data as of 12/26/2024, 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 |
|---|---|---|---|---|
| BKQNF (Bank of Queensland Limited) |
-20.67%
May 2017 – May 2020 |
-14.47%
May 2015 – May 2020 |
-2.26%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKQNF (Bank of Queensland Limited) |
26.04%
Oct 2012 – Oct 2015 |
16.05%
Jan 2013 – Jan 2018 |
6.19%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart