Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAUBF (National Australia Bank Ltd) | -4.71% | 8.53% | 25.69% | 12.74% | 11.47% | 7.60% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAUBF (National Australia Bank Ltd) | 02/17/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.34 | 8.53 | 25.69 | 12.74 | 11.47 | 7.60 | NA | … | … | -4.71 | 33.68 | 21.33 | 12.48 | 1.86 | 31.09 | 2.64 | 18.70 | -22.35 | 14.63 | 10.61 | -13.21 | -4.39 | 33.37 | 17.55 | 4.39 | 5.97 | 106.73 |
| Sharpe Ratio | NA | 0.39 | 0.67 | 0.32 | 0.30 | NA | NA | … | … | -0.02 | 0.78 | 0.47 | 0.33 | 0.01 | 1.19 | 0.04 | 0.63 | -1.40 | 0.64 | 0.36 | -0.49 | -0.22 | 1.26 | 0.73 | 0.10 | 0.15 | 2.77 |
| Standard Deviation(%) | NA | 30.49 | 36.58 | 35.79 | 35.03 | NA | NA | … | … | 37.96 | 39.73 | 37.75 | 26.82 | 39.64 | 26.07 | 62.43 | 27.28 | 17.06 | 22.06 | 28.86 | 26.76 | 20.46 | 26.41 | 24.04 | 42.70 | 39.42 | 46.49 |
| Draw Down(%) | NA | 13.22 | 28.53 | 28.53 | 63.78 | NA | NA | … | … | 13.22 | 28.37 | 22.46 | 22.04 | 25.50 | 14.59 | 59.18 | 15.67 | 25.98 | 10.29 | 18.27 | 31.39 | 17.22 | 18.13 | 14.88 | 29.83 | 24.41 | 17.58 |
| Yield(%) | 0.00 | 4.58 | 10.68 | 7.46 | 8.27 | 6.30 | 12.82 | … | … | 2.17 | 8.15 | 10.34 | 7.89 | 7.10 | 3.59 | 3.64 | 10.39 | 9.25 | 11.40 | 10.06 | 7.89 | 8.18 | 12.15 | 7.35 | 7.17 | 5.61 | 5.68 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAUBF (National Australia Bank Ltd) |
-20.02%
Mar 2017 – Mar 2020 |
-12.67%
Mar 2015 – Mar 2020 |
-0.97%
Mar 2010 – Mar 2020 |
6.53%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAUBF (National Australia Bank Ltd) |
32.27%
Mar 2023 – Mar 2026 |
28.18%
May 2020 – May 2025 |
14.26%
Feb 2016 – Feb 2026 |
11.38%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart