Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NABZY (National Australia Bank Ltd ADR) | -7.80% | 4.15% | 19.69% | 9.43% | 8.23% | 6.16% | 6.02% | … | … |
Data as of 06/05/2026, Common starting date is 06/24/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NABZY (National Australia Bank Ltd ADR) | 06/24/1988 | 06/05/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.58 | 4.15 | 19.69 | 9.43 | 8.23 | 6.16 | 6.02 | … | … | -7.80 | 28.26 | 14.94 | 8.67 | 2.22 | 26.13 | 4.78 | 7.41 | -20.15 | 10.77 | 13.02 | -14.06 | -6.78 | 25.35 | 19.14 | 5.80 | 5.62 | 75.41 | -52.02 | 8.24 | 40.29 | 11.54 | 4.28 | 31.48 | 14.87 | 4.20 | 11.67 | 2.43 | 5.40 | 19.96 | 30.11 | 11.73 | -3.28 | 58.77 | -12.81 | 51.25 | -22.33 | -2.37 | 12.83 |
| Sharpe Ratio | NA | 0.49 | 0.69 | 0.31 | 0.27 | NA | NA | … | … | -0.27 | 0.79 | 0.52 | 0.22 | 0.03 | 1.29 | 0.09 | 0.33 | -1.21 | 0.63 | 0.45 | -0.50 | -0.39 | 1.08 | 0.91 | 0.14 | 0.15 | 1.47 | -0.68 | 0.18 | 2.20 | 0.63 | 0.18 | 1.83 | 0.68 | 0.06 | 0.31 | -0.04 | 0.08 | 0.69 | 1.32 | 0.39 | -0.29 | 2.54 | -0.78 | 2.45 | -1.18 | -0.40 | 0.96 |
| Standard Deviation(%) | NA | 26.14 | 26.70 | 25.91 | 26.99 | NA | NA | … | … | 30.53 | 32.07 | 21.65 | 22.83 | 27.29 | 20.24 | 50.23 | 17.99 | 17.87 | 16.07 | 28.60 | 28.02 | 17.39 | 23.42 | 21.17 | 40.48 | 37.27 | 51.33 | 78.06 | 28.84 | 16.86 | 14.63 | 18.35 | 16.82 | 20.16 | 31.30 | 24.00 | 21.88 | 25.56 | 23.36 | 19.81 | 19.91 | 22.01 | 22.19 | 19.47 | 19.22 | 23.48 | 20.71 | 21.74 |
| Draw Down(%) | NA | 24.72 | 30.11 | 30.11 | 63.04 | NA | NA | … | … | 24.72 | 29.37 | 14.52 | 23.81 | 26.19 | 12.41 | 56.52 | 13.84 | 28.71 | 12.35 | 17.92 | 31.59 | 19.53 | 23.08 | 15.32 | 30.34 | 29.70 | 34.47 | 63.11 | 20.96 | 12.51 | 8.05 | 22.13 | 14.58 | 18.78 | 35.01 | 20.47 | 28.21 | 25.29 | 18.04 | 10.91 | 14.56 | 20.38 | 8.41 | 22.95 | 11.88 | 28.64 | 21.74 | 10.34 |
| Yield(%) | 0.00 | 4.46 | 6.53 | 5.24 | 5.67 | 5.35 | 5.44 | … | … | 2.16 | 4.65 | 5.35 | 5.51 | 4.96 | 5.46 | 2.36 | 6.86 | 6.26 | 6.66 | 10.38 | 6.71 | 5.86 | 7.10 | 7.43 | 7.02 | 5.66 | 8.07 | 4.89 | 4.97 | 5.30 | 5.53 | 3.94 | 6.19 | 4.97 | 4.35 | 4.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/24/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NABZY (National Australia Bank Ltd ADR) |
-21.35%
Mar 2017 – Mar 2020 |
-12.53%
Mar 2015 – Mar 2020 |
-1.89%
Mar 2010 – Mar 2020 |
1.46%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NABZY (National Australia Bank Ltd ADR) |
38.83%
Feb 2009 – Feb 2012 |
30.60%
Feb 2009 – Feb 2014 |
15.84%
Oct 1992 – Oct 2002 |
17.82%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart