Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVILF (Breville Group Limited) | 2.70% | 8.42% | 20.14% | 2.07% | 16.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVILF (Breville Group Limited) | 03/15/2012 | 06/04/2026 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.67 | 8.42 | 20.14 | 2.07 | 16.70 | NA | NA | … | … | 2.70 | -5.71 | 60.93 | 21.35 | -48.21 | 29.80 | 75.19 | 34.49 | -9.63 | 63.58 | 29.02 | 1.39 | -33.86 | 22.09 | 90.62 |
| Sharpe Ratio | NA | 0.32 | 0.60 | 0.01 | 0.34 | NA | NA | … | … | 2.55 | -0.23 | 1.52 | 0.84 | -0.76 | 0.87 | 0.84 | 0.75 | -0.40 | 2.42 | 0.61 | 0.03 | -0.99 | 0.57 | 3.85 |
| Standard Deviation(%) | NA | 34.67 | 31.32 | 39.52 | 45.76 | NA | NA | … | … | 6.85 | 37.82 | 37.60 | 21.27 | 65.29 | 34.32 | 88.97 | 43.94 | 27.39 | 26.15 | 47.22 | 44.50 | 34.13 | 38.81 | 32.77 |
| Draw Down(%) | NA | 24.92 | 24.92 | 49.46 | 49.70 | NA | NA | … | … | 0.00 | 24.92 | 13.57 | 11.03 | 49.46 | 17.80 | 48.06 | 17.69 | 18.55 | 8.14 | 17.80 | 34.88 | 39.47 | 23.40 | 4.66 |
| Yield(%) | 0.00 | 2.25 | 3.20 | 1.66 | 5.66 | 8.02 | 6.02 | … | … | 1.56 | 1.75 | 2.96 | 1.66 | 1.06 | 1.47 | 3.69 | 3.49 | 3.26 | 4.96 | 5.69 | 5.27 | 4.32 | 3.77 | 3.24 |
Data as of 06/04/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVILF (Breville Group Limited) |
-9.60%
Sep 2020 – Sep 2023 |
0.33%
Feb 2021 – Feb 2026 |
8.27%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVILF (Breville Group Limited) |
45.15%
Nov 2018 – Nov 2021 |
47.31%
Feb 2016 – Feb 2021 |
22.38%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart