Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTXAF (Ampol Limited) | NA | -32.47% | -3.65% | 13.10% | 0.38% | 8.12% | NA | … | … |
Data as of 05/09/2025, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTXAF (Ampol Limited) | 04/06/2010 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -32.47 | -3.65 | 13.10 | 0.38 | 8.12 | NA | … | … | 1.88 | -19.09 | 44.69 | -6.75 | 3.63 | 27.23 | 1.37 | -27.18 | 15.59 | -0.20 | -0.76 | 48.96 | -4.79 | 44.20 | 1.01 | 41.27 |
| Sharpe Ratio | NA | -0.77 | -0.24 | 0.30 | -0.04 | NA | NA | … | … | 0.01 | -0.95 | 1.74 | -0.27 | 0.19 | 0.32 | 0.00 | -0.94 | 1.48 | -0.05 | -0.04 | 1.20 | -0.22 | 1.60 | 0.06 | 1.54 |
| Standard Deviation(%) | NA | 50.55 | 33.10 | 35.03 | 35.25 | NA | NA | … | … | 163.61 | 31.73 | 23.41 | 30.52 | 18.87 | 84.64 | 13.77 | 30.56 | 10.15 | 7.96 | 19.34 | 40.66 | 22.14 | 27.87 | 16.78 | 38.13 |
| Draw Down(%) | NA | 40.09 | 40.09 | 40.09 | 57.26 | NA | NA | … | … | 9.62 | 25.71 | 8.56 | 30.01 | 18.06 | 48.44 | 12.70 | 33.44 | 4.07 | 5.47 | 19.37 | 4.80 | 24.36 | 10.20 | 12.29 | 16.67 |
| Yield(%) | 0.00 | 2.36 | 7.53 | 11.28 | 4.48 | 9.62 | 7.21 | … | … | 0.00 | 9.25 | 11.31 | 5.84 | 3.55 | 4.46 | 5.20 | 4.88 | 4.45 | 5.22 | 3.50 | 2.77 | 2.10 | 3.45 | 3.51 | 2.65 |
Data as of 05/09/2025, 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 |
|---|---|---|---|---|
| CTXAF (Ampol Limited) |
-18.46%
Mar 2017 – Mar 2020 |
-12.51%
Mar 2015 – Mar 2020 |
-1.15%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTXAF (Ampol Limited) |
39.75%
May 2010 – May 2013 |
29.05%
May 2010 – May 2015 |
12.26%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart