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
CTOUF (Charter Hall Group) -6.32% 33.93% 35.91% nan% NA NA NA
Data as of 06/04/2026, Common starting date is 07/22/2019
More Performance Analytics Comparison
Name Start Date End Date
CTOUF (Charter Hall Group) 07/22/2019 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
Annualized Return (%) 0.00 33.93 35.91 nan NA NA NA -6.32 0.00 0.00 0.00 0.00 0.00 -100.00 1,216.20
Sharpe Ratio NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 NA NA
Standard Deviation(%) NA NA NA NA NA NA NA 0.00 NA NA NA NA NA NA NA
Draw Down(%) NA 6.29 9.22 101.23 NA NA NA 3.96 0.00 15.95 9.22 14.02 105.10 207.10 144.53
Yield(%) 0.00 2.66 4.81 63,504.26 89,521.32 59,680.88 44,760.66 0.00 3.56 5.24 3.86 3.62 536,355.56 112,962.80 14,116.05
Data as of 06/04/2026, Common starting date is 07/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTOUF (Charter Hall Group) -100.00%
Aug 2019 – Aug 2022
-100.00%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTOUF (Charter Hall Group) 39.99%
Sep 2022 – Sep 2025
-100.00%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return