Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWSGY (NWS Holdings Ltd ADR) | 17.80% | 40.59% | 31.38% | 15.64% | 7.09% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 02/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWSGY (NWS Holdings Ltd ADR) | 02/21/2013 | 03/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.59 | 31.38 | 15.64 | 7.09 | NA | NA | … | … | 17.80 | 23.18 | 37.48 | 24.21 | -2.14 | 2.51 | -31.89 | -34.25 | 37.45 | 3.90 | 5.62 | 4.34 | 32.30 | -18.84 |
| Sharpe Ratio | NA | 0.76 | 0.33 | 0.19 | 0.11 | NA | NA | … | … | 4.72 | 0.40 | 0.38 | 0.20 | -0.08 | 0.09 | -0.58 | -1.28 | 1.29 | 0.14 | 0.16 | 1.43 | 1.54 | -0.88 |
| Standard Deviation(%) | NA | 49.96 | 84.75 | 69.53 | 53.79 | NA | NA | … | … | 26.68 | 51.22 | 89.74 | 106.20 | 41.87 | 29.46 | 54.76 | 27.86 | 28.01 | 22.91 | 33.59 | 3.02 | 21.03 | 24.43 |
| Draw Down(%) | NA | 21.39 | 35.11 | 35.11 | 65.09 | NA | NA | … | … | 5.61 | 21.39 | 35.11 | 25.93 | 25.29 | 23.89 | 48.13 | 40.55 | 12.48 | 17.21 | 25.61 | 0.00 | 0.00 | 25.65 |
| Yield(%) | 0.00 | 21.38 | 22.97 | 13.16 | 8.12 | 5.17 | 3.87 | … | … | 0.00 | 22.28 | 33.39 | 9.66 | 8.10 | 4.04 | 5.13 | 3.22 | 5.68 | 9.98 | 4.53 | 4.20 | 4.77 | 3.66 |
Data as of 03/13/2026, Common starting date is 02/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSGY (NWS Holdings Ltd ADR) |
-22.86%
Dec 2018 – Dec 2021 |
-11.40%
Jan 2019 – Jan 2024 |
-1.16%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSGY (NWS Holdings Ltd ADR) |
32.34%
Jan 2023 – Jan 2026 |
19.23%
Jan 2021 – Jan 2026 |
8.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart