Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) | 4.43% | 4.87% | -5.67% | 1.52% | 1.14% | 2.99% | 3.16% | 4.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) | 06/12/1996 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 06/12/1996.
AR inception is since 06/12/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 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 (%) | 2.84 | 4.87 | -5.67 | 1.52 | 1.14 | 2.99 | 3.16 | 4.21 | 4.43 | -8.58 | -3.36 | -21.73 | -2.07 | 15.80 | 17.40 | -9.68 | 16.10 | 16.65 | -6.39 | 2.59 | 2.14 | 25.14 | -2.88 | 4.32 | 38.91 | -39.57 | 15.15 | 24.41 | 2.80 | 19.54 | 35.81 | 22.10 | 7.59 | -18.47 | 16.08 | -9.68 | -23.13 | 25.30 |
| Sharpe Ratio | NA | -0.08 | -0.76 | -0.06 | -0.04 | NA | NA | 0.15 | 0.49 | -1.19 | -0.58 | -1.21 | -0.13 | 0.53 | 1.70 | -0.84 | 1.50 | 1.10 | -0.43 | 0.23 | 0.17 | 2.03 | -0.14 | 0.22 | 1.64 | -1.45 | 0.67 | 2.01 | 0.06 | 1.15 | 3.40 | 1.66 | 0.28 | -1.20 | 0.86 | -0.62 | -2.07 | 5.79 |
| Standard Deviation(%) | NA | 15.00 | 15.44 | 15.95 | 16.31 | NA | NA | 16.60 | 17.83 | 12.77 | 13.22 | 19.16 | 15.93 | 29.10 | 9.41 | 13.13 | 10.37 | 15.01 | 15.09 | 11.11 | 12.26 | 12.49 | 20.30 | 19.22 | 23.65 | 27.75 | 18.28 | 10.54 | 10.10 | 16.22 | 10.33 | 12.62 | 19.34 | 18.87 | 14.88 | 21.01 | 12.80 | 8.04 |
| Draw Down(%) | NA | 18.19 | 31.51 | 44.37 | 44.37 | NA | NA | 56.10 | 11.87 | 11.47 | 21.83 | 30.14 | 14.79 | 43.33 | 7.19 | 16.93 | 7.25 | 8.15 | 20.92 | 10.57 | 13.89 | 10.78 | 19.64 | 19.76 | 25.69 | 48.13 | 19.01 | 8.66 | 9.29 | 16.88 | 5.98 | 14.68 | 17.87 | 31.37 | 8.74 | 35.61 | 27.12 | 2.76 |
| Yield(%) | 0.00 | 1.12 | 0.37 | 0.35 | 1.77 | 2.64 | 3.96 | 4.90 | 0.00 | 1.03 | 0.24 | 0.00 | 0.12 | 0.12 | 6.87 | 2.22 | 0.67 | 2.95 | 2.69 | 7.25 | 3.68 | 1.58 | 1.13 | 1.84 | 0.00 | 17.47 | 12.04 | 14.78 | 7.64 | 11.48 | 0.00 | 0.46 | 0.00 | 0.00 | 0.66 | 0.00 | 1.52 | 1.63 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) |
-14.81%
Sep 1997 - Sep 2000 |
-6.97%
Oct 1996 - Oct 2001 |
-0.25%
Jun 2014 - Jun 2024 |
1.26%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNZLX (COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND COMMONWEALTH AUSTRALIA/NEW ZEALAND FUND) |
26.83%
Mar 2001 - Mar 2004 |
22.17%
Jul 2002 - Jul 2007 |
12.92%
Aug 1998 - Aug 2008 |
10.52%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart