Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMSQY (Computershare Ltd ADR) | 11.88% | -3.16% | 24.07% | 19.37% | 16.85% | 10.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMSQY (Computershare Ltd ADR) | 01/31/2008 | 06/04/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | -3.16 | 24.07 | 19.37 | 16.85 | 10.23 | NA | … | … | 11.88 | 12.32 | 32.26 | -2.06 | 26.25 | 34.49 | -2.04 | 4.64 | -6.24 | 47.94 | 11.87 | -9.12 | -3.13 | 10.84 | 19.68 | -24.44 | 14.10 | 95.59 | -25.28 |
| Sharpe Ratio | NA | -0.11 | 0.78 | 0.60 | 0.48 | NA | NA | … | … | 0.97 | 0.29 | 1.19 | -0.22 | 0.77 | 1.42 | -0.05 | 0.10 | -0.27 | 2.03 | 0.33 | -0.29 | -0.13 | 0.42 | 0.67 | -0.70 | 0.33 | 1.91 | -0.34 |
| Standard Deviation(%) | NA | 27.76 | 27.97 | 28.65 | 31.34 | NA | NA | … | … | 30.44 | 33.21 | 24.16 | 26.42 | 32.21 | 24.26 | 49.02 | 31.20 | 28.76 | 23.38 | 35.10 | 31.47 | 23.57 | 25.74 | 29.67 | 35.13 | 42.31 | 50.04 | 83.10 |
| Draw Down(%) | NA | 27.89 | 28.37 | 28.37 | 64.62 | NA | NA | … | … | 21.34 | 25.06 | 12.20 | 22.92 | 18.20 | 12.60 | 58.92 | 26.36 | 25.40 | 6.03 | 22.85 | 37.52 | 26.29 | 22.24 | 21.34 | 36.54 | 33.19 | 24.07 | 60.98 |
| Yield(%) | 0.00 | 3.84 | 6.06 | 6.00 | 7.38 | 4.76 | 5.40 | … | … | 2.41 | 4.40 | 4.96 | 4.03 | 3.76 | 4.12 | 3.30 | 3.71 | 3.07 | 2.11 | 3.99 | 3.22 | 2.90 | 2.91 | 3.67 | 2.59 | 2.38 | 3.24 | 2.48 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSQY (Computershare Ltd ADR) |
-15.37%
Mar 2017 – Mar 2020 |
-5.91%
Mar 2015 – Mar 2020 |
-3.24%
Mar 2010 – Mar 2020 |
6.47%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMSQY (Computershare Ltd ADR) |
39.46%
Mar 2020 – Mar 2023 |
37.97%
Mar 2020 – Mar 2025 |
17.52%
Aug 2015 – Aug 2025 |
13.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart