Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFUUF (Infratil Limited) | NA | -7.14% | 6.07% | 12.96% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFUUF (Infratil Limited) | 05/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.14 | 6.07 | 12.96 | NA | NA | NA | … | … | -7.80 | 3.63 | 19.17 | 8.33 | 47.42 | 56.50 | 8.34 | -0.90 |
| Sharpe Ratio | NA | -0.90 | -0.08 | 0.38 | NA | NA | NA | … | … | -1.02 | 0.00 | 0.62 | 0.11 | 1.28 | 2.27 | 1.17 | -2.57 |
| Standard Deviation(%) | NA | 11.31 | 21.35 | 28.59 | NA | NA | NA | … | … | 13.16 | 2.15 | 24.64 | 66.00 | 36.96 | 24.69 | 5.87 | 1.11 |
| Draw Down(%) | NA | 10.45 | 21.71 | 25.17 | NA | NA | NA | … | … | 10.45 | 0.00 | 9.86 | 25.17 | 0.00 | 0.30 | 0.00 | 0.90 |
| Yield(%) | 0.00 | 3.30 | 3.55 | 4.04 | 4.10 | 2.74 | 2.05 | … | … | 2.60 | 3.54 | 2.69 | 0.00 | 3.23 | 4.68 | 7.84 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFUUF (Infratil Limited) |
0.30%
Apr 2022 – Apr 2025 |
12.96%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFUUF (Infratil Limited) |
43.71%
Apr 2019 – Apr 2022 |
27.71%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart