Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NXDCF (NEXTDC Limited) | NA | 27.14% | 24.22% | 5.72% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NXDCF (NEXTDC Limited) | 10/02/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.14 | 24.22 | 5.72 | NA | NA | NA | … | … | 12.23 | 24.97 | 37.61 | -33.52 | 3.21 | 126.94 | 0.00 |
| Sharpe Ratio | NA | 1.09 | 0.73 | 0.09 | NA | NA | NA | … | … | 0.65 | 1.05 | 1.01 | -0.66 | 0.07 | 1.84 | 0.00 |
| Standard Deviation(%) | NA | 22.01 | 28.43 | 41.45 | NA | NA | NA | … | … | 21.59 | 17.74 | 33.19 | 52.71 | 76.25 | 68.40 | NA |
| Draw Down(%) | NA | 12.33 | 17.58 | 50.44 | NA | NA | NA | … | … | 12.33 | 5.71 | 17.58 | 45.90 | 31.63 | 14.29 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 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 09/26/2025, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXDCF (NEXTDC Limited) |
-5.74%
Nov 2020 – Nov 2023 |
1.27%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NXDCF (NEXTDC Limited) |
28.25%
Jun 2020 – Jun 2023 |
19.55%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart