Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICPVF (Incitec Pivot Limited) | 15.07% | 61.65% | 14.74% | 12.44% | 5.76% | 0.92% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICPVF (Incitec Pivot Limited) | 04/27/2010 | 06/03/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.87 | 61.65 | 14.74 | 12.44 | 5.76 | 0.92 | NA | … | … | 15.07 | 21.70 | 18.71 | -27.24 | 22.03 | 37.87 | -22.07 | -8.13 | -14.18 | 18.06 | -2.48 | 9.73 | 12.77 | -29.86 | 12.39 | -20.69 | 42.65 |
| Sharpe Ratio | NA | 0.97 | 0.18 | 0.11 | 0.06 | NA | NA | … | … | -0.29 | 0.59 | 0.51 | -0.89 | 0.54 | 0.88 | -0.26 | -0.30 | -0.49 | 0.98 | -0.10 | 0.46 | 0.50 | -0.84 | 0.34 | -0.47 | 1.48 |
| Standard Deviation(%) | NA | 34.44 | 33.40 | 35.80 | 40.95 | NA | NA | … | … | 35.00 | 32.05 | 29.46 | 34.84 | 38.33 | 42.82 | 84.69 | 31.66 | 31.72 | 17.87 | 27.64 | 21.23 | 25.37 | 35.46 | 36.95 | 44.35 | 45.64 |
| Draw Down(%) | NA | 18.58 | 28.49 | 35.02 | 71.03 | NA | NA | … | … | 18.58 | 20.21 | 14.67 | 33.03 | 24.80 | 19.81 | 60.00 | 19.23 | 22.22 | 10.96 | 24.35 | 19.55 | 14.71 | 32.63 | 29.66 | 33.05 | 20.27 |
| Yield(%) | 0.00 | 4.79 | 6.70 | 6.99 | 4.18 | 2.39 | 2.60 | … | … | 0.00 | 4.15 | 13.28 | 3.95 | 7.95 | 5.20 | 0.00 | 1.22 | 2.73 | 3.14 | 2.59 | 3.92 | 4.26 | 2.32 | 3.76 | 2.78 | 2.70 |
Data as of 06/03/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICPVF (Incitec Pivot Limited) |
-30.93%
Mar 2017 – Mar 2020 |
-20.44%
Mar 2015 – Mar 2020 |
-6.59%
Feb 2011 – Feb 2021 |
-0.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICPVF (Incitec Pivot Limited) |
37.11%
Mar 2020 – Mar 2023 |
19.04%
Mar 2020 – Mar 2025 |
5.17%
Feb 2016 – Feb 2026 |
1.40%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart