Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXBLY (Brambles Ltd ADR) | -21.79% | -19.90% | 13.04% | 9.73% | 5.36% | 6.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXBLY (Brambles Ltd ADR) | 12/30/2009 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | -19.90 | 13.04 | 9.73 | 5.36 | 6.85 | NA | … | … | -21.79 | 31.99 | 32.43 | 16.60 | 9.15 | -3.16 | 1.39 | 22.43 | -7.90 | -8.46 | 8.65 | 0.23 | 9.29 | 14.90 | 13.24 | 4.95 | 22.82 | 0.00 |
| Sharpe Ratio | NA | -0.62 | 0.35 | 0.30 | 0.15 | NA | NA | … | … | -1.18 | 1.14 | 1.19 | 0.65 | 0.26 | -0.16 | 0.03 | 1.07 | -0.45 | -0.34 | 0.31 | 0.01 | 0.51 | 0.48 | 0.42 | 0.11 | 0.61 | NA |
| Standard Deviation(%) | NA | 32.05 | 26.73 | 26.33 | 25.95 | NA | NA | … | … | 39.32 | 25.66 | 24.27 | 19.97 | 30.36 | 19.63 | 36.80 | 19.57 | 20.63 | 26.90 | 27.11 | 24.10 | 18.12 | 31.27 | 31.38 | 44.02 | 37.30 | 0.00 |
| Draw Down(%) | NA | 32.61 | 32.61 | 32.61 | 39.83 | NA | NA | … | … | 32.61 | 13.10 | 12.48 | 14.42 | 20.79 | 23.14 | 37.04 | 18.78 | 21.23 | 26.83 | 15.95 | 27.42 | 12.12 | 17.67 | 22.52 | 25.23 | 35.09 | 0.00 |
| Yield(%) | 0.00 | 2.82 | 4.13 | 3.65 | 2.92 | 4.19 | 4.17 | … | … | 1.52 | 3.18 | 3.76 | 3.21 | 3.04 | 2.50 | 2.13 | 5.25 | 2.73 | 2.47 | 2.59 | 2.37 | 10.90 | 3.29 | 3.77 | 3.60 | 3.72 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXBLY (Brambles Ltd ADR) |
-5.55%
May 2015 – May 2018 |
-2.83%
Mar 2015 – Mar 2020 |
2.67%
Jan 2012 – Jan 2022 |
6.72%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXBLY (Brambles Ltd ADR) |
34.65%
Sep 2022 – Sep 2025 |
22.70%
Oct 2020 – Oct 2025 |
12.64%
Aug 2015 – Aug 2025 |
12.31%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart