Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCLAF (Coca-Cola Amatil Limited) | NA | 79.86% | 13.63% | 8.56% | -2.04% | NA | NA | … | … |
Data as of 05/13/2021, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCLAF (Coca-Cola Amatil Limited) | 02/17/2009 | 05/13/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 79.86 | 13.63 | 8.56 | -2.04 | NA | NA | … | … | 5.66 | 28.74 | 25.83 | -8.81 | -12.62 | 10.41 | -10.03 | -29.49 | -22.94 | 20.26 | 5.94 | 8.42 | 90.57 |
| Sharpe Ratio | NA | 2.61 | 0.38 | 0.26 | -0.09 | NA | NA | … | … | 1.07 | 0.56 | 1.49 | -0.41 | -0.59 | 0.30 | -0.39 | -1.07 | -0.91 | 0.99 | 0.25 | 0.33 | 3.57 |
| Standard Deviation(%) | NA | 30.53 | 33.99 | 30.20 | 28.44 | NA | NA | … | … | 15.30 | 50.57 | 16.36 | 24.77 | 22.63 | 34.21 | 25.97 | 27.48 | 25.13 | 20.54 | 23.70 | 25.16 | 30.42 |
| Draw Down(%) | NA | 7.84 | 47.29 | 47.29 | 71.64 | NA | NA | … | … | 4.79 | 47.29 | 7.21 | 20.00 | 26.94 | 17.60 | 32.00 | 34.13 | 34.26 | 7.84 | 13.69 | 16.36 | 5.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/13/2021, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLAF (Coca-Cola Amatil Limited) |
-27.12%
Feb 2013 – Feb 2016 |
-16.22%
Nov 2012 – Nov 2017 |
-6.18%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLAF (Coca-Cola Amatil Limited) |
31.31%
Mar 2009 – Mar 2012 |
12.63%
Feb 2016 – Feb 2021 |
0.47%
Jul 2009 – Jul 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart