Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMWAY (Commonwealth Bank of Australia PK) | 6.77% | -2.13% | 24.52% | 11.19% | 11.80% | 10.13% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMWAY (Commonwealth Bank of Australia PK) | 04/06/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.17 | -2.13 | 24.52 | 11.19 | 11.80 | 10.13 | NA | … | … | 6.77 | 14.68 | 30.16 | 14.01 | -1.82 | 21.23 | 17.07 | 17.06 | -13.78 | 10.94 | 0.78 | -5.82 | 5.55 | 11.23 | 35.41 | 3.17 | 4.78 |
| Sharpe Ratio | NA | 0.19 | 0.90 | 0.39 | 0.39 | NA | NA | … | … | 0.85 | 0.41 | 1.26 | 0.50 | -0.11 | 0.90 | 0.33 | 0.85 | -0.76 | 0.61 | 0.02 | -0.22 | 0.37 | 0.51 | 1.38 | 0.08 | 0.20 |
| Standard Deviation(%) | NA | 28.30 | 25.65 | 26.08 | 27.29 | NA | NA | … | … | 34.56 | 28.79 | 21.05 | 20.78 | 29.52 | 23.58 | 50.55 | 18.28 | 19.94 | 16.95 | 26.68 | 26.83 | 14.81 | 21.79 | 25.85 | 40.41 | 31.65 |
| Draw Down(%) | NA | 21.74 | 21.74 | 26.39 | 47.69 | NA | NA | … | … | 16.06 | 21.74 | 10.62 | 19.81 | 26.39 | 19.87 | 47.69 | 10.55 | 23.73 | 11.41 | 17.40 | 32.81 | 15.45 | 21.44 | 13.78 | 28.11 | 27.07 |
| Yield(%) | 0.00 | 2.85 | 4.86 | 3.79 | 5.20 | 5.76 | 4.71 | … | … | 1.54 | 3.26 | 4.01 | 4.36 | 3.72 | 4.13 | 3.63 | 5.90 | 5.19 | 5.56 | 5.12 | 4.88 | 5.31 | 5.32 | 4.27 | 6.33 | 3.17 |
Data as of 06/05/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMWAY (Commonwealth Bank of Australia PK) |
-11.67%
Mar 2017 – Mar 2020 |
-6.56%
Mar 2015 – Mar 2020 |
3.28%
Oct 2013 – Oct 2023 |
9.78%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMWAY (Commonwealth Bank of Australia PK) |
30.31%
Jun 2022 – Jun 2025 |
26.57%
May 2020 – May 2025 |
14.37%
Feb 2016 – Feb 2026 |
12.78%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart