Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAUF (Port of Tauranga Limited) | NA | 4.03% | 16.41% | 16.32% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 09/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAUF (Port of Tauranga Limited) | 09/16/2013 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.03 | 16.41 | 16.32 | NA | NA | NA | … | … | 0.00 | 50.86 | 0.00 | 26.55 | 0.00 | 0.00 | 0.00 | 0.00 | 19.57 | 0.00 |
| Sharpe Ratio | NA | 0.97 | 0.62 | 0.63 | NA | NA | NA | … | … | 0.00 | 1.79 | 0.00 | 1.07 | 0.00 | 0.00 | 0.00 | 0.00 | 1.09 | 0.00 |
| Standard Deviation(%) | NA | 1.35 | 23.04 | 20.72 | NA | NA | NA | … | … | NA | 50.57 | NA | 23.54 | NA | NA | NA | NA | 17.87 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.61 | 1.91 | 2.73 | 3.35 | 2.23 | 1.67 | … | … | 0.00 | 3.88 | 1.84 | 0.00 | 4.26 | 2.14 | 4.85 | 5.25 | 5.11 | 0.00 |
Data as of 03/02/2022, Common starting date is 09/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAUF (Port of Tauranga Limited) |
3.86%
Sep 2015 – Sep 2018 |
7.63%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAUF (Port of Tauranga Limited) |
26.08%
May 2018 – May 2021 |
16.58%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart