Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGAAY (A2B Australia Ltd ADR) | NA | 79.74% | 27.31% | 4.33% | -2.52% | NA | NA | -5.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGAAY (A2B Australia Ltd ADR) | 11/09/2012 | 04/29/2024 |
The return data shown below all have the same latest date: 04/29/2024.
AR inception is since 11/09/2012.
AR inception is since 11/09/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 79.74 | 27.31 | 4.33 | -2.52 | NA | NA | -5.41 | 73.04 | 49.77 | -34.52 | 43.80 | -33.32 | -22.98 | 17.58 | -31.07 | -28.34 | 4.08 | 11.24 | -16.56 | -22.83 |
| Sharpe Ratio | NA | 1.24 | 0.51 | 0.04 | -0.06 | NA | NA | -0.11 | 4.27 | 1.18 | -1.16 | 0.80 | -0.28 | -0.99 | 0.66 | -0.41 | -0.75 | 1.43 | 0.32 | -0.68 | -1.33 |
| Standard Deviation(%) | NA | 61.06 | 48.63 | 69.71 | 57.40 | NA | NA | 55.03 | 102.12 | 39.05 | 31.14 | 54.66 | 121.56 | 24.74 | 24.73 | 77.32 | 38.31 | 2.83 | 35.27 | 24.26 | 64.26 |
| Draw Down(%) | NA | 11.92 | 36.23 | 73.38 | 86.00 | NA | NA | 88.31 | 10.77 | 11.92 | 36.01 | 20.39 | 64.95 | 30.07 | 10.84 | 50.68 | 31.70 | 0.00 | 17.62 | 26.61 | 26.50 |
| Yield(%) | 0.00 | 45.64 | 17.47 | 6.71 | 4.52 | 2.39 | 1.79 | 3.26 | 42.19 | 4.65 | 0.00 | 0.00 | 2.37 | 4.17 | 4.71 | 29.21 | 3.83 | 3.96 | 6.38 | 6.26 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAAY (A2B Australia Ltd ADR) |
-45.07%
Apr 2017 - Apr 2020 |
-30.33%
Apr 2015 - Apr 2020 |
-12.23%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAAY (A2B Australia Ltd ADR) |
38.12%
Jun 2020 - Jun 2023 |
4.69%
Feb 2019 - Feb 2024 |
-1.59%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart