Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CSXXY (Carsales.Com Ltd ADR) -4.18% -17.02% 7.81% 7.79% 10.65% NA NA
Data as of 06/04/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
Name Start Date End Date
CSXXY (Carsales.Com Ltd ADR) 06/10/2015 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
Annualized Return (%) 7.16 -17.02 7.81 7.79 10.65 NA NA -4.18 -10.15 8.06 55.60 -20.94 21.41 36.32 57.69 -31.23 49.85 -8.41 12.88
Sharpe Ratio NA -0.40 0.12 0.10 0.25 NA NA -0.23 -0.31 0.09 1.55 -0.53 0.71 0.70 1.43 -0.80 1.82 -0.28 0.53
Standard Deviation(%) NA 49.86 47.34 42.89 40.80 NA NA 69.17 42.26 46.77 33.94 42.28 30.11 51.18 39.44 40.95 27.19 30.32 44.88
Draw Down(%) NA 45.18 45.33 45.33 52.31 NA NA 30.88 26.30 17.41 13.46 36.16 22.37 52.31 15.41 38.60 11.07 17.31 19.43
Yield(%) 0.00 2.45 2.61 2.92 4.17 3.32 2.49 1.51 2.25 1.06 3.61 1.96 2.75 2.75 4.22 2.88 3.83 3.13 1.74
Data as of 06/04/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSXXY (Carsales.Com Ltd ADR) -2.59%
Mar 2017 – Mar 2020
5.62%
Mar 2021 – Mar 2026
9.94%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CSXXY (Carsales.Com Ltd ADR) 37.68%
Dec 2018 – Dec 2021
26.27%
Dec 2018 – Dec 2023
16.93%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return