Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOPHY (Monadelphous Group Ltd ADR) | NA | 7.34% | 17.60% | 0.66% | 7.47% | NA | NA | … | … |
Data as of 03/06/2025, Common starting date is 08/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOPHY (Monadelphous Group Ltd ADR) | 08/09/2013 | 03/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.34 | 17.60 | 0.66 | 7.47 | NA | NA | … | … | 0.00 | 28.20 | -10.09 | 37.35 | -33.16 | -1.11 | 3.28 | -20.41 | 151.92 | 33.94 | -29.16 | -51.29 | 8.21 |
| Sharpe Ratio | NA | 0.07 | 0.20 | -0.02 | 0.12 | NA | NA | … | … | -0.13 | 0.29 | -0.18 | 0.68 | -1.23 | -0.02 | 0.79 | -1.13 | 2.93 | 0.65 | -0.91 | -0.86 | 0.85 |
| Standard Deviation(%) | NA | 58.37 | 70.85 | 61.82 | 50.73 | NA | NA | … | … | 23.56 | 74.18 | 83.55 | 53.20 | 27.01 | 61.13 | 2.28 | 19.38 | 51.88 | 51.79 | 32.22 | 59.99 | 26.22 |
| Draw Down(%) | NA | 15.31 | 20.67 | 38.27 | 50.81 | NA | NA | … | … | 5.37 | 20.67 | 20.17 | 15.78 | 34.34 | 40.42 | 0.00 | 26.26 | 8.37 | 19.51 | 43.33 | 60.79 | 10.40 |
| Yield(%) | 0.00 | 1.86 | 3.49 | 2.36 | 4.98 | 2.30 | 1.72 | … | … | 0.00 | 1.73 | 3.72 | 5.30 | 3.22 | 2.07 | 3.20 | 3.32 | 7.08 | 9.55 | 8.98 | 6.34 | 4.42 |
Data as of 03/06/2025, Common starting date is 08/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPHY (Monadelphous Group Ltd ADR) |
-22.76%
Sep 2013 – Sep 2016 |
-6.81%
Jul 2017 – Jul 2022 |
-2.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPHY (Monadelphous Group Ltd ADR) |
42.08%
Jan 2016 – Jan 2019 |
23.98%
Jan 2016 – Jan 2021 |
7.47%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart