Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLEGF (Coles Group Ltd) | NA | 70.52% | 18.80% | 8.71% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLEGF (Coles Group Ltd) | 12/18/2018 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 70.52 | 18.80 | 8.71 | NA | NA | NA | … | … | 24.07 | 60.59 | -7.31 | -21.25 | -4.24 | 37.02 | 27.94 | -2.96 |
| Sharpe Ratio | NA | 0.63 | 0.15 | 0.08 | NA | NA | NA | … | … | 0.34 | 0.70 | -0.10 | -0.27 | -0.22 | 1.24 | 1.56 | -3.12 |
| Standard Deviation(%) | NA | 106.87 | 105.10 | 81.47 | NA | NA | NA | … | … | 91.80 | 81.74 | 111.71 | 84.93 | 19.74 | 29.53 | 16.98 | 20.18 |
| Draw Down(%) | NA | 29.19 | 43.21 | 43.21 | NA | NA | NA | … | … | 24.75 | 23.76 | 37.45 | 32.49 | 15.60 | 10.87 | 6.32 | 3.43 |
| Yield(%) | 0.00 | 2.33 | 5.52 | 4.37 | 3.77 | 2.51 | 1.88 | … | … | 1.89 | 10.57 | 6.83 | 4.00 | 3.67 | 2.71 | 1.46 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLEGF (Coles Group Ltd) |
-11.95%
Jan 2021 – Jan 2024 |
3.40%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLEGF (Coles Group Ltd) |
20.38%
Apr 2019 – Apr 2022 |
13.39%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart