Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HNORY (Harvey Norman Holdings Ltd ADR) | NA | -24.60% | -0.27% | 3.30% | 5.62% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HNORY (Harvey Norman Holdings Ltd ADR) | 04/16/2015 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.60 | -0.27 | 3.30 | 5.62 | NA | NA | … | … | -16.45 | 27.56 | -6.40 | -29.20 | 34.68 | 25.94 | 42.19 | -21.85 | -12.75 | 34.46 | -11.15 |
| Sharpe Ratio | NA | -0.36 | -0.05 | 0.02 | 0.06 | NA | NA | … | … | -0.46 | 0.29 | -0.12 | -0.62 | 0.72 | 0.15 | 1.18 | -0.98 | -0.49 | 1.17 | -0.45 |
| Standard Deviation(%) | NA | 55.04 | 74.93 | 64.96 | 73.18 | NA | NA | … | … | 52.22 | 86.73 | 81.87 | 49.55 | 48.21 | 169.14 | 34.40 | 23.73 | 27.34 | 29.38 | 33.90 |
| Draw Down(%) | NA | 28.35 | 30.50 | 45.94 | 45.94 | NA | NA | … | … | 28.35 | 17.05 | 30.50 | 41.38 | 18.36 | 45.44 | 11.72 | 32.09 | 30.64 | 13.85 | 28.83 |
| Yield(%) | 0.00 | 2.25 | 4.80 | 6.12 | 7.10 | 3.80 | 2.85 | … | … | 2.66 | 2.62 | 6.18 | 6.09 | 4.67 | 8.77 | 10.48 | 8.32 | 5.23 | 7.58 | 2.34 |
Data as of 09/26/2025, Common starting date is 04/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNORY (Harvey Norman Holdings Ltd ADR) |
-11.96%
Apr 2022 – Apr 2025 |
-5.77%
May 2015 – May 2020 |
2.50%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HNORY (Harvey Norman Holdings Ltd ADR) |
35.64%
Mar 2019 – Mar 2022 |
14.42%
May 2016 – May 2021 |
4.54%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart