Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDESY (Elders Ltd ADR) | 6.93% | 13.64% | 4.74% | -7.28% | 7.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDESY (Elders Ltd ADR) | 06/19/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.64 | 4.74 | -7.28 | 7.92 | NA | NA | … | … | 6.93 | -14.42 | -2.42 | -33.29 | 6.66 | 9.95 | 189.32 | 4.44 | 4.73 | 2.05 | -5.04 | 46.60 | 110.58 | -62.92 | 20.37 |
| Sharpe Ratio | NA | -0.63 | 0.01 | -0.35 | 0.16 | NA | NA | … | … | 1.15 | -0.78 | -0.36 | -0.64 | 1.41 | 0.80 | 2.05 | 0.97 | 1.03 | 0.69 | -1.02 | 1.22 | 1.33 | -0.64 | 1.65 |
| Standard Deviation(%) | NA | 22.41 | 32.61 | 29.51 | 35.88 | NA | NA | … | … | 5.27 | 22.19 | 17.00 | 58.48 | 3.73 | 12.40 | 91.68 | 3.06 | 3.27 | 2.04 | 5.17 | 38.25 | 83.31 | 99.13 | 25.52 |
| Draw Down(%) | NA | 19.47 | 32.20 | 57.34 | 57.34 | NA | NA | … | … | 0.01 | 19.47 | 17.76 | 57.34 | 0.00 | 4.51 | 0.60 | 0.00 | 0.00 | 0.00 | 5.04 | 0.00 | 18.47 | 74.81 | 0.00 |
| Yield(%) | 3.30 | 9.32 | 5.91 | 3.68 | 6.97 | 6.41 | 4.80 | … | … | 3.30 | 4.85 | 4.44 | 3.65 | 4.58 | 3.90 | 5.68 | 4.39 | 4.67 | 2.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDESY (Elders Ltd ADR) |
-17.95%
Sep 2022 – Sep 2025 |
-8.16%
Dec 2020 – Dec 2025 |
6.87%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDESY (Elders Ltd ADR) |
63.65%
May 2013 – May 2016 |
34.78%
Nov 2013 – Nov 2018 |
24.97%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart