Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXRBF (Bendigo and Adelaide Bank Limited) | NA | 9.51% | 8.97% | 21.23% | 5.63% | 6.35% | NA | … | … |
Data as of 04/08/2025, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXRBF (Bendigo and Adelaide Bank Limited) | 04/06/2010 | 04/08/2025 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.51 | 8.97 | 21.23 | 5.63 | 6.35 | NA | … | … | 3.97 | 10.25 | 7.91 | 13.74 | 8.53 | 5.70 | -1.62 | -6.29 | 33.10 | 1.34 | -19.47 | 11.17 | 29.37 | 5.88 | -9.93 | 13.60 |
| Sharpe Ratio | NA | 0.70 | 0.47 | 0.70 | 0.15 | NA | NA | … | … | NA | 1.19 | 0.24 | 1.83 | 0.55 | 0.07 | -0.21 | -0.47 | 1.05 | 0.10 | -0.88 | 0.59 | 1.00 | 0.39 | -0.25 | 0.51 |
| Standard Deviation(%) | NA | 8.74 | 12.32 | 27.56 | 29.48 | NA | NA | … | … | 0.00 | 7.67 | 17.73 | 6.75 | 15.44 | 74.99 | 14.63 | 16.22 | 31.18 | 11.09 | 22.22 | 19.02 | 29.24 | 15.20 | 39.25 | 36.59 |
| Draw Down(%) | NA | 0.00 | 11.55 | 11.55 | 46.99 | NA | NA | … | … | 0.00 | 0.00 | 11.55 | 0.00 | 9.62 | 41.18 | 9.70 | 13.85 | 9.71 | 8.21 | 21.88 | 13.42 | 13.52 | 8.07 | 23.70 | 24.04 |
| Yield(%) | 0.00 | 5.06 | 7.65 | 14.77 | 6.85 | 7.09 | 5.31 | … | … | 0.00 | 9.52 | 10.71 | 7.25 | 17.49 | 4.56 | 7.87 | 8.58 | 10.61 | 9.23 | 6.54 | 8.31 | 7.13 | 7.15 | 6.32 | 3.28 |
Data as of 04/08/2025, 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 |
|---|---|---|---|---|
| BXRBF (Bendigo and Adelaide Bank Limited) |
-18.43%
Oct 2017 – Oct 2020 |
-9.13%
May 2015 – May 2020 |
-1.24%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXRBF (Bendigo and Adelaide Bank Limited) |
28.27%
Sep 2020 – Sep 2023 |
14.87%
May 2010 – May 2015 |
6.98%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart