Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSHF (Metcash Limited) | NA | -8.70% | -9.36% | 12.83% | 12.75% | NA | NA | … | … |
Data as of 05/09/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSHF (Metcash Limited) | 06/19/2012 | 05/09/2025 |
| 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 | -8.70 | -9.36 | 12.83 | 12.75 | NA | NA | … | … | -5.19 | -3.70 | -13.04 | -0.90 | 20.93 | 56.31 | -0.07 | 16.68 | 21.84 | 38.66 | -17.93 | -44.78 | -24.91 | 7.43 |
| Sharpe Ratio | NA | -0.17 | -0.45 | 0.28 | 0.33 | NA | NA | … | … | -0.04 | -0.45 | -1.07 | -0.10 | 0.62 | 1.14 | -0.08 | 0.42 | 1.02 | 1.51 | -0.38 | -1.05 | -0.76 | 2.05 |
| Standard Deviation(%) | NA | 90.92 | 30.78 | 36.49 | 33.48 | NA | NA | … | … | 388.24 | 24.03 | 16.33 | 22.20 | 33.76 | 48.83 | 19.57 | 36.66 | 20.82 | 25.39 | 47.42 | 42.54 | 33.00 | 7.06 |
| Draw Down(%) | NA | 35.62 | 42.04 | 42.14 | 42.14 | NA | NA | … | … | 25.89 | 13.14 | 18.64 | 20.76 | 13.07 | 20.73 | 14.98 | 27.89 | 5.42 | 6.34 | 52.41 | 45.17 | 33.61 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.48 | 10.19 | 11.05 | 3.03 | 2.27 | … | … | 0.00 | 0.00 | 7.56 | 7.26 | 7.14 | 7.77 | 6.28 | 7.33 | 5.42 | 0.00 | 0.00 | 5.30 | 6.55 | 7.04 |
Data as of 05/09/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSHF (Metcash Limited) |
-41.20%
Sep 2012 – Sep 2015 |
-13.96%
Jul 2012 – Jul 2017 |
0.48%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSHF (Metcash Limited) |
48.64%
Sep 2015 – Sep 2018 |
32.89%
Sep 2015 – Sep 2020 |
5.47%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart