Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NZRFF (The New Zealand Refining Company Limited) | 14.93% | 50.42% | 28.89% | 39.49% | 3.09% | -0.77% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZRFF (The New Zealand Refining Company Limited) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 50.42 | 28.89 | 39.49 | 3.09 | -0.77 | NA | … | … | 14.93 | 33.03 | 32.37 | 14.68 | 51.67 | 50.00 | -69.23 | -6.82 | -9.67 | 1.85 | -20.32 | 61.57 | -4.62 | -12.76 | -1.90 | -35.38 | 25.00 |
| Sharpe Ratio | NA | 1.04 | 0.79 | 0.90 | 0.04 | NA | NA | … | … | 2.12 | 0.42 | 1.61 | 1.03 | 0.70 | 0.99 | -1.23 | -0.38 | -0.69 | 0.07 | -0.67 | 2.45 | -0.13 | -0.41 | -0.05 | -0.89 | 0.79 |
| Standard Deviation(%) | NA | 45.76 | 32.23 | 45.33 | 40.16 | NA | NA | … | … | 17.94 | 58.85 | 23.17 | 10.79 | 72.52 | 50.54 | 56.36 | 21.95 | 16.07 | 17.20 | 30.77 | 25.11 | 36.74 | 30.90 | 41.27 | 39.97 | 48.57 |
| Draw Down(%) | NA | 13.04 | 13.04 | 41.51 | 81.21 | NA | NA | … | … | 0.00 | 13.04 | 5.38 | 2.22 | 41.51 | 22.50 | 71.54 | 17.72 | 15.44 | 10.34 | 29.20 | 6.06 | 28.16 | 27.80 | 34.55 | 46.54 | 28.57 |
| Yield(%) | 0.00 | 6.70 | 6.97 | 12.62 | 3.15 | 1.87 | 1.89 | … | … | 2.79 | 3.18 | 8.09 | 10.99 | 0.00 | 0.00 | 0.00 | 3.86 | 9.10 | 6.63 | 9.13 | 2.97 | 0.00 | 3.57 | 0.76 | 0.53 | 0.10 |
Data as of 06/03/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZRFF (The New Zealand Refining Company Limited) |
-40.01%
May 2018 – May 2021 |
-27.61%
Apr 2016 – Apr 2021 |
-17.41%
May 2011 – May 2021 |
0.65%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZRFF (The New Zealand Refining Company Limited) |
50.47%
Mar 2023 – Mar 2026 |
39.49%
May 2021 – May 2026 |
4.23%
May 2015 – May 2025 |
1.96%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart