Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCQEF (Macquarie Group Limited) | 21.25% | 19.18% | 15.84% | 10.20% | 17.74% | 16.80% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCQEF (Macquarie Group Limited) | 01/10/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.18 | 15.84 | 10.20 | 17.74 | 16.80 | NA | … | … | 21.25 | 2.89 | 12.57 | 13.78 | -19.54 | 51.69 | 15.05 | 36.17 | 0.60 | 33.30 | 14.27 | 32.23 | 6.59 | 44.65 | 55.35 | -31.53 | -5.78 | 112.42 | -67.24 | 13.73 |
| Sharpe Ratio | NA | 0.45 | 0.39 | 0.24 | 0.44 | NA | NA | … | … | 1.43 | 0.00 | 0.33 | 0.35 | -0.63 | 2.09 | 0.21 | 0.82 | -0.04 | 2.32 | 0.49 | 1.06 | 0.39 | 1.57 | 2.17 | -0.77 | -0.17 | 1.62 | -0.66 | 0.27 |
| Standard Deviation(%) | NA | 36.75 | 33.42 | 32.29 | 36.26 | NA | NA | … | … | 40.25 | 38.07 | 27.28 | 28.94 | 33.67 | 24.67 | 70.80 | 42.48 | 21.48 | 14.11 | 28.49 | 30.51 | 16.86 | 28.38 | 25.78 | 41.15 | 35.04 | 69.27 | 102.63 | 40.47 |
| Draw Down(%) | NA | 18.61 | 32.11 | 33.31 | 55.94 | NA | NA | … | … | 15.49 | 28.86 | 13.84 | 20.09 | 33.31 | 8.32 | 55.94 | 21.69 | 17.97 | 4.55 | 23.99 | 25.00 | 14.95 | 15.47 | 14.69 | 44.70 | 31.73 | 52.44 | 80.85 | 38.77 |
| Yield(%) | 0.00 | 1.31 | 3.71 | 4.08 | 9.35 | 11.31 | 5.73 | … | … | 0.00 | 3.20 | 5.34 | 4.92 | 3.97 | 5.82 | 3.28 | 6.83 | 6.13 | 8.35 | 6.48 | 6.84 | 6.62 | 6.03 | 6.29 | 4.62 | 4.21 | 5.42 | 3.22 | 3.12 |
Data as of 06/03/2026, Common starting date is 01/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCQEF (Macquarie Group Limited) |
-22.18%
Oct 2007 – Oct 2010 |
-14.48%
May 2007 – May 2012 |
5.10%
Jun 2007 – Jun 2017 |
8.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCQEF (Macquarie Group Limited) |
44.89%
Jul 2012 – Jul 2015 |
41.28%
Feb 2009 – Feb 2014 |
29.90%
Feb 2009 – Feb 2019 |
23.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart