Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOOFF (IOOF Holdings Ltd) | 0.00% | 0.00% | -8.31% | -11.28% | NA | NA | NA | … | … |
Data as of 04/29/2026, Common starting date is 01/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOOFF (IOOF Holdings Ltd) | 01/27/2017 | 04/29/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -8.31 | -11.28 | NA | NA | NA | … | … | 0.00 | 0.00 | -17.64 | -2.58 | -41.21 | 21.57 | -42.91 | -36.60 | 5.44 | 25.11 |
| Sharpe Ratio | NA | 0.00 | -0.76 | -0.58 | NA | NA | NA | … | … | 0.00 | 0.00 | -0.85 | -0.67 | -0.98 | 1.52 | -0.54 | -0.42 | 1.09 | 0.65 |
| Standard Deviation(%) | NA | NA | 15.24 | 23.73 | NA | NA | NA | … | … | NA | NA | 24.98 | 9.31 | 43.70 | 14.19 | 79.13 | 90.49 | 3.74 | 41.40 |
| Draw Down(%) | NA | 0.00 | 26.70 | 56.99 | NA | NA | NA | … | … | 0.00 | 0.00 | 21.69 | 6.40 | 42.57 | 4.09 | 58.55 | 55.99 | 0.00 | 12.02 |
| Yield(%) | 0.00 | 0.00 | 2.32 | 2.58 | 2.38 | 1.59 | 1.19 | … | … | 0.00 | 0.00 | 3.85 | 7.40 | 4.63 | 1.30 | 2.92 | 2.20 | 5.37 | 7.34 |
Data as of 04/29/2026, Common starting date is 01/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOOFF (IOOF Holdings Ltd) |
-35.52%
Oct 2017 – Oct 2020 |
-24.83%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOOFF (IOOF Holdings Ltd) |
-1.19%
Jan 2019 – Jan 2022 |
-6.41%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart