Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOALF (Boral Limited) | NA | -31.73% | -28.72% | -11.38% | -6.52% | NA | NA | … | … |
Data as of 07/10/2024, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOALF (Boral Limited) | 04/06/2010 | 07/10/2024 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.73 | -28.72 | -11.38 | -6.52 | NA | NA | … | … | -43.78 | 66.49 | -54.73 | 24.29 | 21.23 | -18.30 | -28.90 | 56.79 | 4.35 | -0.87 | 0.18 | -3.88 | 22.10 | -4.10 | -17.21 |
| Sharpe Ratio | NA | -0.44 | -0.50 | -0.12 | -0.09 | NA | NA | … | … | -0.65 | 2.25 | -0.87 | 0.16 | 0.13 | -0.49 | -1.06 | 2.82 | 0.11 | -0.04 | 0.01 | -0.11 | 0.71 | -0.10 | -0.62 |
| Standard Deviation(%) | NA | 80.91 | 62.01 | 110.91 | 81.03 | NA | NA | … | … | 108.78 | 28.00 | 64.71 | 153.47 | 161.24 | 40.63 | 28.41 | 19.99 | 36.79 | 23.59 | 23.85 | 36.06 | 31.20 | 40.88 | 36.27 |
| Draw Down(%) | NA | 58.23 | 66.47 | 74.11 | 82.24 | NA | NA | … | … | 58.23 | 11.89 | 61.12 | 58.55 | 70.77 | 22.78 | 34.08 | 4.84 | 28.97 | 18.95 | 21.96 | 28.85 | 32.53 | 39.14 | 25.23 |
| Yield(%) | 0.00 | 9.77 | 2.16 | 2.82 | 3.27 | 2.76 | 2.07 | … | … | 8.05 | 0.00 | 1.61 | 0.00 | 3.15 | 5.05 | 4.28 | 6.36 | 5.99 | 4.12 | 4.56 | 1.95 | 2.57 | 2.62 | 0.97 |
Data as of 07/10/2024, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOALF (Boral Limited) |
-35.37%
Mar 2017 – Mar 2020 |
-22.10%
Mar 2015 – Mar 2020 |
-6.74%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOALF (Boral Limited) |
35.47%
Mar 2020 – Mar 2023 |
16.13%
Jun 2012 – Jun 2017 |
6.74%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart