Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTXAY (Ampol Ltd ADR) | 25.53% | 58.41% | 11.03% | 6.34% | 4.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTXAY (Ampol Ltd ADR) | 03/14/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.66 | 58.41 | 11.03 | 6.34 | 4.57 | NA | NA | … | … | 25.53 | 23.72 | -26.96 | 34.14 | -6.78 | 0.65 | 2.24 | 3.02 | 4.10 | -1.78 | 0.09 | -7.47 | 60.60 | -26.27 |
| Sharpe Ratio | NA | 1.57 | 0.17 | 0.08 | 0.07 | NA | NA | … | … | 1.11 | 0.52 | -1.28 | 1.29 | -0.25 | 0.02 | 1.23 | 0.70 | 0.96 | -0.38 | -0.03 | -0.52 | 2.87 | -1.47 |
| Standard Deviation(%) | NA | 33.57 | 31.96 | 31.08 | 23.35 | NA | NA | … | … | 36.18 | 40.25 | 23.89 | 23.87 | 33.38 | 31.53 | 1.61 | 2.22 | 2.85 | 6.41 | 4.71 | 14.48 | 21.14 | 21.60 |
| Draw Down(%) | NA | 10.82 | 53.18 | 53.18 | 53.18 | NA | NA | … | … | 10.05 | 37.24 | 37.94 | 13.47 | 31.36 | 18.36 | 0.00 | 0.00 | 0.00 | 5.58 | 3.72 | 11.68 | 2.79 | 26.27 |
| Yield(%) | 0.00 | 4.03 | 3.36 | 3.41 | 3.15 | 2.59 | 1.94 | … | … | 1.98 | 1.65 | 3.20 | 5.00 | 5.07 | 2.51 | 2.20 | 2.95 | 3.98 | 3.69 | 3.78 | 2.62 | 1.85 | 0.62 |
Data as of 06/04/2026, Common starting date is 03/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTXAY (Ampol Ltd ADR) |
-11.31%
Apr 2022 – Apr 2025 |
-4.67%
Mar 2020 – Mar 2025 |
-2.33%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTXAY (Ampol Ltd ADR) |
14.15%
Dec 2013 – Dec 2016 |
9.36%
Jan 2014 – Jan 2019 |
7.29%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart