Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCLAY (Coca-Cola Amatil Limited) | NA | 76.05% | 15.30% | 8.65% | -2.08% | 4.47% | 7.27% | … | … |
Data as of 05/17/2021, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCLAY (Coca-Cola Amatil Limited) | 11/19/1996 | 05/17/2021 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 76.05 | 15.30 | 8.65 | -2.08 | 4.47 | 7.27 | … | … | 2.76 | 25.96 | 36.97 | -14.59 | -8.15 | 7.26 | -11.07 | -29.07 | -23.79 | 20.36 | 4.43 | 7.20 | 63.58 | -23.67 | 36.24 | 7.46 | -9.88 | 33.16 | 63.79 | -4.92 | 18.30 | 0.61 | -28.07 | -52.50 | -28.57 | -12.50 |
| Sharpe Ratio | NA | 3.13 | 0.46 | 0.28 | -0.09 | NA | NA | … | … | 0.49 | 0.60 | 1.64 | -0.60 | -0.40 | 0.26 | -0.45 | -1.09 | -0.99 | 1.06 | 0.13 | 0.26 | 1.52 | -0.35 | 0.92 | 0.14 | -0.43 | 1.24 | 2.37 | -0.18 | 0.26 | -0.04 | -0.43 | -0.58 | -0.64 | -1.04 |
| Standard Deviation(%) | NA | 26.89 | 31.64 | 28.08 | 27.34 | NA | NA | … | … | 15.56 | 42.92 | 21.68 | 26.68 | 22.13 | 27.37 | 24.88 | 26.75 | 24.12 | 19.28 | 32.89 | 27.02 | 41.85 | 70.71 | 36.16 | 30.98 | 27.76 | 25.93 | 26.61 | 32.71 | 61.97 | 88.29 | 72.38 | 96.27 | 50.19 | 70.89 |
| Draw Down(%) | NA | 11.11 | 44.56 | 44.56 | 70.03 | NA | NA | … | … | 7.32 | 44.56 | 10.33 | 25.87 | 29.28 | 17.78 | 32.00 | 34.52 | 34.71 | 7.63 | 20.61 | 18.89 | 20.53 | 49.76 | 20.12 | 23.75 | 23.13 | 11.43 | 8.51 | 25.00 | 31.00 | 38.64 | 55.29 | 77.08 | 46.15 | 25.47 |
| 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 | 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 05/17/2021, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLAY (Coca-Cola Amatil Limited) |
-47.36%
Jul 1997 – Jul 2000 |
-22.98%
Apr 1997 – Apr 2002 |
-6.17%
Mar 2010 – Mar 2020 |
-1.32%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCLAY (Coca-Cola Amatil Limited) |
33.66%
Oct 2008 – Oct 2011 |
27.84%
Jul 2000 – Jul 2005 |
19.90%
Sep 2000 – Sep 2010 |
11.75%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart