Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NZTCF (Spark New Zealand Ltd) | 0.96% | 27.40% | -19.42% | -9.77% | 2.10% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NZTCF (Spark New Zealand Ltd) | 01/18/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.33 | 27.40 | -19.42 | -9.77 | 2.10 | NA | NA | … | … | 0.96 | -13.51 | -44.63 | 5.77 | 18.32 | -0.30 | 29.48 | 13.63 | 14.07 | 22.19 | 18.32 | 0.69 | 39.99 | -1.05 | 20.25 |
| Sharpe Ratio | NA | 0.34 | -0.27 | -0.17 | 0.02 | NA | NA | … | … | 0.13 | -0.15 | -0.81 | 0.11 | 0.71 | -0.01 | 0.74 | 0.42 | 0.43 | 0.91 | 0.50 | 0.02 | 1.52 | -0.03 | 0.58 |
| Standard Deviation(%) | NA | 88.64 | 80.44 | 64.27 | 50.30 | NA | NA | … | … | 85.31 | 112.74 | 59.76 | 20.02 | 23.74 | 30.05 | 39.17 | 28.69 | 29.80 | 23.73 | 36.27 | 36.41 | 26.32 | 36.24 | 36.73 |
| Draw Down(%) | NA | 33.37 | 64.89 | 64.89 | 64.89 | NA | NA | … | … | 20.15 | 40.57 | 52.40 | 15.11 | 15.27 | 14.62 | 32.07 | 13.18 | 8.87 | 15.25 | 16.60 | 27.00 | 13.18 | 27.39 | 22.08 |
| Yield(%) | 0.00 | 16.03 | 6.79 | 7.12 | 9.64 | 12.41 | 9.31 | … | … | 4.92 | 12.54 | 7.94 | 7.33 | 8.11 | 8.38 | 8.37 | 6.91 | 9.73 | 12.12 | 10.96 | 9.24 | 11.17 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZTCF (Spark New Zealand Ltd) |
-23.04%
Jan 2023 – Jan 2026 |
-11.98%
Jan 2021 – Jan 2026 |
2.28%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NZTCF (Spark New Zealand Ltd) |
25.78%
Aug 2013 – Aug 2016 |
21.91%
Jul 2015 – Jul 2020 |
15.62%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart