Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVILY (Breville Group Ltd ADR) | NA | 62.75% | 1.23% | 22.82% | 17.01% | NA | NA | … | … |
Data as of 01/17/2025, Common starting date is 03/28/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVILY (Breville Group Ltd ADR) | 03/28/2013 | 01/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 62.75 | 1.23 | 22.82 | 17.01 | NA | NA | … | … | 12.47 | 44.71 | 1.44 | -37.16 | 152.71 | 6.60 | 2.89 | 10.91 | 42.67 | 33.85 | -21.02 | -17.14 | 24.69 |
| Sharpe Ratio | NA | 0.87 | -0.02 | 0.21 | 0.22 | NA | NA | … | … | NA | 0.76 | -0.05 | -0.43 | 1.72 | 0.04 | 0.70 | 0.55 | 1.40 | 1.38 | -1.10 | -1.17 | 2.41 |
| Standard Deviation(%) | NA | 68.40 | 71.68 | 99.88 | 71.32 | NA | NA | … | … | 0.00 | 65.45 | 49.15 | 90.80 | 88.80 | 159.29 | 2.01 | 17.51 | 30.05 | 24.34 | 19.08 | 14.65 | 13.95 |
| Draw Down(%) | NA | 19.01 | 51.03 | 51.23 | 51.23 | NA | NA | … | … | 0.00 | 19.01 | 18.56 | 51.03 | 12.53 | 43.33 | 0.00 | 9.97 | 3.63 | 5.93 | 26.46 | 18.45 | 0.00 |
| Yield(%) | 0.00 | 1.52 | 0.92 | 2.46 | 3.64 | 2.68 | 2.01 | … | … | 0.00 | 1.52 | 1.42 | 0.92 | 2.14 | 2.99 | 2.83 | 2.58 | 3.88 | 4.55 | 3.22 | 1.58 | 1.85 |
Data as of 01/17/2025, Common starting date is 03/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVILY (Breville Group Ltd ADR) |
-13.99%
Mar 2021 – Mar 2024 |
6.72%
Mar 2014 – Mar 2019 |
9.27%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVILY (Breville Group Ltd ADR) |
43.25%
Jul 2018 – Jul 2021 |
37.10%
Mar 2016 – Mar 2021 |
15.64%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart