Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKQNY (Bank Of Queensland Ltd ADR) | 23.62% | 27.69% | 6.82% | 8.30% | -1.23% | NA | NA | 1.50% |
Data as of 07/25/2025, AR inception is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKQNY (Bank Of Queensland Ltd ADR) | 08/06/2012 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.69 | 6.82 | 8.30 | -1.23 | NA | NA | 1.50 | 23.62 | 1.37 | -4.68 | -13.02 | 0.62 | 18.95 | -19.14 | -24.54 | 16.92 | -7.46 | 10.34 | -2.06 | 41.45 | -4.67 |
| Sharpe Ratio | NA | 0.45 | 0.07 | 0.14 | -0.07 | NA | NA | 0.01 | 0.85 | -0.05 | -0.18 | -0.39 | 0.02 | 0.26 | -0.71 | -1.10 | 0.80 | -0.24 | 0.34 | -0.02 | 1.42 | -0.69 |
| Standard Deviation(%) | NA | 54.04 | 46.78 | 45.46 | 41.59 | NA | NA | 48.10 | 50.66 | 46.07 | 47.11 | 36.74 | 38.77 | 72.82 | 29.21 | 23.76 | 20.30 | 32.43 | 30.70 | 105.92 | 29.20 | 16.44 |
| Draw Down(%) | NA | 19.95 | 31.50 | 47.31 | 69.05 | NA | NA | 83.75 | 13.74 | 14.51 | 31.50 | 30.42 | 23.51 | 46.76 | 31.80 | 31.59 | 12.16 | 26.40 | 28.21 | 58.57 | 11.37 | 11.03 |
| Yield(%) | 0.00 | 0.00 | 3.75 | 5.10 | 3.69 | 4.10 | 3.07 | 5.12 | 0.00 | 2.91 | 5.48 | 5.53 | 5.06 | 1.77 | 6.69 | 5.91 | 7.64 | 5.86 | 5.69 | 6.62 | 3.57 | 0.00 |
Data as of 07/25/2025, AR inception is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKQNY (Bank Of Queensland Ltd ADR) |
-28.33%
Apr 2017 - Apr 2020 |
-18.56%
Apr 2015 - Apr 2020 |
-6.41%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKQNY (Bank Of Queensland Ltd ADR) |
19.93%
Apr 2020 - Apr 2023 |
14.97%
May 2020 - May 2025 |
1.14%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart