Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSPKF (Fisher & Paykel Healthcare Corporation Limited) | NA | 15.37% | 20.87% | 3.80% | 18.00% | 20.37% | 16.64% | … | … |
Data as of 06/23/2025, Common starting date is 10/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSPKF (Fisher & Paykel Healthcare Corporation Limited) | 10/06/2004 | 06/23/2025 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.37 | 20.87 | 3.80 | 18.00 | 20.37 | 16.64 | … | … | -20.11 | 83.63 | 6.48 | -35.80 | -8.51 | 73.64 | 75.43 | -16.20 | 85.91 | 3.32 | 18.27 | 61.89 | 67.36 | 22.19 | -18.00 | 5.75 | 20.36 |
| Sharpe Ratio | NA | 0.14 | 0.33 | 0.04 | 0.42 | NA | NA | … | … | -0.46 | 1.38 | 0.08 | -0.90 | -0.25 | 1.79 | 2.58 | -0.63 | 2.79 | 0.11 | 0.73 | 3.03 | 2.45 | 0.91 | -0.53 | 0.20 | 0.05 |
| Standard Deviation(%) | NA | 89.21 | 53.83 | 47.42 | 39.58 | NA | NA | … | … | 90.35 | 55.67 | 28.09 | 41.61 | 34.52 | 40.81 | 28.70 | 27.80 | 30.77 | 29.39 | 24.95 | 20.44 | 27.53 | 24.57 | 34.24 | 28.70 | 35.22 |
| Draw Down(%) | NA | 36.90 | 36.90 | 59.85 | 59.85 | NA | NA | … | … | 36.90 | 23.88 | 26.95 | 53.89 | 24.40 | 14.44 | 11.65 | 21.79 | 6.13 | 28.37 | 13.41 | 7.14 | 9.09 | 12.50 | 26.07 | 28.13 | 22.77 |
| Yield(%) | 0.00 | 0.94 | 1.99 | 1.81 | 5.45 | 10.62 | 10.48 | … | … | 0.00 | 1.20 | 2.88 | 1.75 | 1.79 | 2.36 | 3.13 | 2.27 | 3.38 | 3.24 | 3.30 | 5.45 | 8.59 | 9.55 | 7.20 | 3.46 | 5.81 |
Data as of 06/23/2025, Common starting date is 10/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPKF (Fisher & Paykel Healthcare Corporation Limited) |
-18.79%
Nov 2020 – Nov 2023 |
0.50%
Mar 2020 – Mar 2025 |
15.92%
Mar 2015 – Mar 2025 |
18.25%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSPKF (Fisher & Paykel Healthcare Corporation Limited) |
56.00%
Jul 2012 – Jul 2015 |
46.52%
Sep 2012 – Sep 2017 |
35.67%
Aug 2010 – Aug 2020 |
22.22%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart