Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBYDF (Corby Spirit and Wine Limited) | 6.60% | 15.25% | 7.93% | -0.83% | 2.19% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBYDF (Corby Spirit and Wine Limited) | 08/06/2012 | 06/03/2026 |
| 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 (%) | -0.09 | 15.25 | 7.93 | -0.83 | 2.19 | NA | NA | … | … | 6.60 | 17.91 | -5.73 | -14.48 | -5.96 | 6.85 | 18.37 | -15.01 | -8.72 | 9.54 | 23.94 | -28.39 | 19.67 | 6.42 | 6.56 |
| Sharpe Ratio | NA | 0.65 | 0.12 | -0.16 | 0.02 | NA | NA | … | … | 0.71 | 0.57 | -0.53 | -0.97 | -0.28 | 0.26 | 0.69 | -1.33 | -0.67 | 0.60 | 1.20 | -1.43 | 0.90 | 0.34 | 2.75 |
| Standard Deviation(%) | NA | 21.93 | 23.39 | 23.15 | 21.25 | NA | NA | … | … | 15.28 | 27.09 | 23.33 | 19.53 | 25.39 | 26.79 | 26.09 | 12.36 | 15.06 | 14.80 | 19.70 | 19.81 | 21.75 | 19.06 | 6.30 |
| Draw Down(%) | NA | 13.38 | 20.59 | 36.31 | 36.31 | NA | NA | … | … | 5.70 | 13.38 | 16.62 | 20.63 | 21.72 | 10.78 | 22.99 | 15.44 | 15.25 | 8.70 | 10.52 | 31.83 | 11.08 | 12.72 | 0.73 |
| Yield(%) | 1.61 | 5.13 | 5.68 | 4.21 | 4.43 | 4.13 | 3.09 | … | … | 3.28 | 5.57 | 6.48 | 5.20 | 5.18 | 4.73 | 6.68 | 4.89 | 5.80 | 2.97 | 4.21 | 5.00 | 6.68 | 3.94 | 4.81 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBYDF (Corby Spirit and Wine Limited) |
-10.86%
Mar 2017 – Mar 2020 |
-7.33%
Mar 2015 – Mar 2020 |
-3.02%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBYDF (Corby Spirit and Wine Limited) |
9.43%
Apr 2019 – Apr 2022 |
6.78%
Jan 2016 – Jan 2021 |
3.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart