Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQBKY (Macquarie Group Ltd ADR) | 27.68% | 24.25% | 17.73% | 11.23% | 16.61% | 16.67% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQBKY (Macquarie Group Ltd ADR) | 07/21/2006 | 06/04/2026 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 24.25 | 17.73 | 11.23 | 16.61 | 16.67 | NA | … | … | 27.68 | 2.55 | 12.81 | 14.99 | -21.13 | 44.85 | 13.95 | 32.90 | 2.52 | 30.58 | 9.94 | 32.75 | 8.26 | 38.16 | 62.82 | -31.47 | -9.87 | 119.69 | -66.99 | 10.74 | 36.62 |
| Sharpe Ratio | NA | 0.94 | 0.52 | 0.31 | 0.51 | NA | NA | … | … | 2.58 | -0.01 | 0.39 | 0.47 | -0.62 | 1.74 | 0.26 | 1.68 | 0.05 | 1.71 | 0.27 | 1.09 | 0.35 | 1.15 | 2.35 | -0.67 | -0.24 | 1.78 | -0.65 | 0.18 | 4.39 |
| Standard Deviation(%) | NA | 27.45 | 28.67 | 29.50 | 30.16 | NA | NA | … | … | 32.25 | 33.34 | 23.44 | 24.50 | 36.36 | 25.70 | 52.40 | 18.68 | 22.27 | 17.61 | 35.39 | 30.07 | 23.42 | 33.15 | 26.96 | 47.03 | 42.35 | 67.07 | 104.33 | 42.45 | 22.40 |
| Draw Down(%) | NA | 17.43 | 38.34 | 38.34 | 58.81 | NA | NA | … | … | 15.03 | 35.67 | 14.74 | 24.59 | 37.29 | 9.77 | 58.81 | 14.02 | 21.34 | 6.17 | 30.03 | 23.60 | 19.44 | 20.77 | 18.86 | 51.28 | 35.82 | 59.45 | 79.88 | 36.00 | 5.47 |
| Yield(%) | 0.00 | 3.44 | 3.86 | 3.83 | 7.52 | 10.21 | 6.79 | … | … | 2.23 | 3.18 | 3.42 | 4.21 | 2.99 | 4.33 | 2.22 | 5.60 | 4.99 | 5.77 | 5.45 | 5.74 | 5.14 | 14.73 | 6.15 | 4.60 | 4.00 | 5.08 | 6.15 | 2.47 | 2.04 |
Data as of 06/04/2026, Common starting date is 07/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQBKY (Macquarie Group Ltd ADR) |
-20.29%
Jun 2007 – Jun 2010 |
-14.21%
May 2007 – May 2012 |
5.04%
May 2007 – May 2017 |
7.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQBKY (Macquarie Group Ltd ADR) |
45.16%
Feb 2009 – Feb 2012 |
44.89%
Feb 2009 – Feb 2014 |
31.01%
Feb 2009 – Feb 2019 |
23.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart