Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDBPF (Medibank Private Limited) | NA | -11.95% | 0.17% | 8.04% | NA | NA | NA | … | … |
Data as of 04/10/2025, Common starting date is 10/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDBPF (Medibank Private Limited) | 10/23/2018 | 04/10/2025 |
| 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 | -11.95 | 0.17 | 8.04 | NA | NA | NA | … | … | 0.00 | 34.70 | -8.05 | -16.81 | 38.48 | 3.16 | 3.72 | 0.00 |
| Sharpe Ratio | NA | -0.38 | -0.06 | 0.15 | NA | NA | NA | … | … | NA | 0.88 | -0.70 | -0.26 | 1.25 | 0.93 | 0.86 | 0.00 |
| Standard Deviation(%) | NA | 39.97 | 49.04 | 40.63 | NA | NA | NA | … | … | 0.00 | 46.40 | 16.85 | 67.92 | 31.56 | 3.10 | 2.60 | NA |
| Draw Down(%) | NA | 22.45 | 45.33 | 45.33 | NA | NA | NA | … | … | 0.00 | 22.63 | 15.97 | 45.33 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 6.42 | 5.95 | 7.25 | 4.00 | 2.66 | 2.00 | … | … | 0.00 | 13.89 | 7.25 | 5.28 | 6.84 | 3.16 | 3.68 | 0.00 |
Data as of 04/10/2025, Common starting date is 10/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDBPF (Medibank Private Limited) |
-7.15%
Nov 2019 – Nov 2022 |
5.80%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDBPF (Medibank Private Limited) |
17.46%
Feb 2021 – Feb 2024 |
11.64%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart