Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCREY (Fletcher Building Ltd PK) | NA | -28.54% | -25.93% | -2.26% | -8.68% | NA | NA | … | … |
Data as of 04/21/2025, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCREY (Fletcher Building Ltd PK) | 05/24/2011 | 04/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.54 | -25.93 | -2.26 | -8.68 | NA | NA | … | … | 7.80 | -42.38 | -13.55 | -30.93 | 28.61 | 24.92 | 6.29 | -32.88 | -26.15 | 59.73 | -19.66 | -5.16 | 4.75 | 53.95 | -31.61 |
| Sharpe Ratio | NA | -0.44 | -0.46 | -0.07 | -0.20 | NA | NA | … | … | 0.35 | -0.65 | -0.37 | -0.46 | 0.54 | 0.35 | 0.22 | -0.97 | -0.93 | 1.86 | -0.68 | -0.25 | 0.17 | 1.70 | -1.23 |
| Standard Deviation(%) | NA | 72.80 | 64.01 | 61.83 | 50.20 | NA | NA | … | … | 73.23 | 70.30 | 47.23 | 67.02 | 57.49 | 69.47 | 22.14 | 35.37 | 28.82 | 32.08 | 29.04 | 20.79 | 27.98 | 31.94 | 37.91 |
| Draw Down(%) | NA | 33.93 | 62.43 | 69.37 | 72.75 | NA | NA | … | … | 26.05 | 50.08 | 23.35 | 42.40 | 18.74 | 47.14 | 16.39 | 35.32 | 36.44 | 15.25 | 38.01 | 27.23 | 21.40 | 22.21 | 39.48 |
| Yield(%) | 0.00 | 0.00 | 2.93 | 6.80 | 2.86 | 2.70 | 2.02 | … | … | 0.00 | 0.00 | 7.57 | 5.76 | 5.17 | 2.10 | 2.02 | 3.97 | 3.92 | 5.88 | 4.08 | 2.57 | 4.35 | 5.97 | 2.25 |
Data as of 04/21/2025, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCREY (Fletcher Building Ltd PK) |
-29.93%
Dec 2021 – Dec 2024 |
-17.39%
Mar 2015 – Mar 2020 |
-9.75%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCREY (Fletcher Building Ltd PK) |
19.53%
Dec 2018 – Dec 2021 |
15.62%
Nov 2011 – Nov 2016 |
5.21%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart