Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRRF (Fonterra Shareholders Fund) | NA | -2.04% | -7.17% | -11.25% | NA | NA | NA | … | … |
Data as of 01/14/2022, Common starting date is 03/13/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRRF (Fonterra Shareholders Fund) | 03/13/2014 | 01/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.61 | -2.04 | -7.17 | -11.25 | NA | NA | NA | … | … | -3.61 | 1.63 | -6.13 | -13.00 | -27.71 | -4.82 | 11.79 | -17.02 | -5.75 |
| Sharpe Ratio | NA | -0.51 | -0.31 | -0.54 | NA | NA | NA | … | … | -3.27 | 0.98 | -0.49 | -0.35 | -1.36 | -0.58 | 0.74 | -0.68 | -0.72 |
| Standard Deviation(%) | NA | 4.06 | 25.22 | 22.14 | NA | NA | NA | … | … | 18.48 | 1.64 | 12.95 | 41.49 | 21.29 | 9.44 | 15.66 | 25.06 | 9.81 |
| Draw Down(%) | NA | 3.61 | 36.10 | 56.52 | NA | NA | NA | … | … | 3.61 | 0.00 | 11.36 | 36.10 | 28.57 | 9.78 | 4.09 | 26.60 | 12.15 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2022, Common starting date is 03/13/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRRF (Fonterra Shareholders Fund) |
-18.90%
Sep 2016 – Sep 2019 |
-17.14%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRRF (Fonterra Shareholders Fund) |
-0.24%
Mar 2015 – Mar 2018 |
-6.62%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart