Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NWSZF (NWS Holdings Limited) | 3.71% | 43.93% | 48.93% | 32.59% | 16.94% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NWSZF (NWS Holdings Limited) | 02/20/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 43.93 | 48.93 | 32.59 | 16.94 | NA | NA | … | … | 3.71 | 46.66 | 63.14 | 50.89 | 5.97 | 7.71 | -26.77 | -11.71 | 47.38 | 1.16 | 16.89 | -20.43 | 24.00 | -22.28 |
| Sharpe Ratio | NA | 1.44 | 1.08 | 0.84 | 0.31 | NA | NA | … | … | 1.19 | 1.31 | 0.97 | 2.07 | 0.14 | 1.24 | -0.23 | -0.26 | 1.37 | 0.04 | 1.12 | -1.07 | 0.95 | -1.26 |
| Standard Deviation(%) | NA | 28.74 | 42.24 | 35.99 | 49.22 | NA | NA | … | … | 5.73 | 33.58 | 61.12 | 23.08 | 32.07 | 6.19 | 116.27 | 51.46 | 33.74 | 12.24 | 14.95 | 19.04 | 25.14 | 20.05 |
| Draw Down(%) | NA | 0.00 | 24.83 | 24.83 | 74.85 | NA | NA | … | … | 0.00 | 11.70 | 24.83 | 0.26 | 22.22 | 1.10 | 62.07 | 42.38 | 14.57 | 11.17 | 0.00 | 22.04 | 10.26 | 26.42 |
| Yield(%) | 0.00 | 9.73 | 36.31 | 25.87 | 13.95 | 7.18 | 5.39 | … | … | 3.58 | 21.97 | 59.00 | 18.80 | 8.64 | 8.31 | 5.34 | 16.67 | 26.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSZF (NWS Holdings Limited) |
-19.36%
Mar 2017 – Mar 2020 |
-11.73%
Mar 2015 – Mar 2020 |
1.12%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NWSZF (NWS Holdings Limited) |
59.09%
Nov 2022 – Nov 2025 |
42.19%
Mar 2020 – Mar 2025 |
17.02%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart