Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRKWF (Brickworks Limited) | 7.27% | 3.08% | 3.92% | 20.14% | 8.23% | NA | NA | 8.03% |
Data as of 07/30/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRKWF (Brickworks Limited) | 06/19/2012 | 07/30/2025 |
| 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 | 3.08 | 3.92 | 20.14 | 8.23 | NA | NA | 8.03 | 7.27 | 5.83 | 2.59 | -3.96 | 117.04 | -29.22 | 7.98 | 7.08 | 4.33 | 4.42 | 20.46 | -22.97 | 33.70 | 1.66 |
| Sharpe Ratio | NA | 0.00 | 0.04 | 0.56 | 0.26 | NA | NA | 0.27 | 0.35 | 0.16 | -0.17 | -0.91 | 1.74 | -0.76 | 0.45 | 1.39 | 1.12 | 1.31 | 2.58 | -0.78 | 1.59 | 0.73 |
| Standard Deviation(%) | NA | 23.01 | 15.51 | 32.34 | 26.41 | NA | NA | 25.26 | 29.46 | 13.63 | 6.17 | 5.93 | 67.33 | 38.76 | 14.50 | 4.11 | 3.29 | 3.23 | 7.92 | 29.39 | 21.11 | 4.24 |
| Draw Down(%) | NA | 14.63 | 14.63 | 14.63 | 32.08 | NA | NA | 32.08 | 14.63 | 6.94 | 5.01 | 5.48 | 4.61 | 32.08 | 8.33 | 0.00 | 0.00 | 0.00 | 0.80 | 25.38 | 0.00 | 1.18 |
| Yield(%) | 0.00 | 4.91 | 3.30 | 6.04 | 4.04 | 3.81 | 2.86 | 4.40 | 1.86 | 4.44 | 2.54 | 2.29 | 4.73 | 3.10 | 1.22 | 4.81 | 4.19 | 4.28 | 4.64 | 3.15 | 3.99 | 2.76 |
Data as of 07/30/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKWF (Brickworks Limited) |
-6.46%
Apr 2017 - Apr 2020 |
-2.50%
Apr 2015 - Apr 2020 |
5.49%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRKWF (Brickworks Limited) |
32.65%
Jan 2021 - Jan 2024 |
20.14%
May 2020 - May 2025 |
9.85%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart