Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWIPF (Kiwi Property Group Limited) | NA | 20.03% | 14.53% | -0.12% | 2.08% | NA | NA | … | … |
Data as of 12/03/2025, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWIPF (Kiwi Property Group Limited) | 02/23/2012 | 12/03/2025 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.03 | 14.53 | -0.12 | 2.08 | NA | NA | … | … | 29.56 | -9.35 | 12.22 | -20.89 | 2.48 | -17.12 | 14.37 | 2.19 | 8.15 | 6.21 | 4.15 | 15.10 | 0.91 | 18.93 |
| Sharpe Ratio | NA | 0.46 | 0.34 | -0.07 | 0.02 | NA | NA | … | … | 0.76 | -0.41 | 0.26 | -0.70 | 0.07 | -0.27 | 0.56 | 0.03 | 0.35 | 0.19 | 0.13 | 0.16 | 0.02 | 0.85 |
| Standard Deviation(%) | NA | 37.42 | 35.43 | 34.55 | 35.32 | NA | NA | … | … | 38.68 | 31.77 | 33.08 | 31.77 | 33.10 | 64.33 | 22.94 | 27.44 | 21.44 | 31.50 | 30.99 | 94.11 | 48.06 | 26.66 |
| Draw Down(%) | NA | 14.81 | 26.41 | 44.83 | 55.91 | NA | NA | … | … | 14.81 | 20.18 | 26.41 | 40.69 | 18.18 | 53.47 | 12.73 | 14.00 | 13.33 | 17.95 | 20.11 | 51.73 | 25.99 | 12.53 |
| Yield(%) | 0.00 | 6.04 | 7.81 | 5.17 | 5.02 | 5.39 | 4.05 | … | … | 4.39 | 8.32 | 7.28 | 5.19 | 6.25 | 2.47 | 6.52 | 6.25 | 6.38 | 5.38 | 4.26 | 6.98 | 6.52 | 7.23 |
Data as of 12/03/2025, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWIPF (Kiwi Property Group Limited) |
-16.95%
Oct 2019 – Oct 2022 |
-8.19%
Jun 2019 – Jun 2024 |
-0.90%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWIPF (Kiwi Property Group Limited) |
16.65%
Jun 2013 – Jun 2016 |
12.11%
Jun 2012 – Jun 2017 |
4.60%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart