Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTAUY (Port of Tauranga Ltd ADR) | NA | -0.35% | -7.13% | -0.64% | 5.23% | NA | NA | … | … |
Data as of 01/29/2025, Common starting date is 08/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTAUY (Port of Tauranga Ltd ADR) | 08/15/2014 | 01/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.35 | -7.13 | -0.64 | 5.23 | NA | NA | … | … | -3.12 | 20.61 | -14.84 | -19.50 | -2.31 | 23.73 | 19.39 | 8.90 | 25.10 | 12.68 | -6.16 | 0.28 |
| Sharpe Ratio | NA | 0.16 | -0.23 | -0.06 | 0.12 | NA | NA | … | … | NA | 0.39 | -1.11 | -0.37 | -0.09 | 0.52 | 1.04 | 0.35 | 1.37 | 1.47 | -0.38 | 1.61 |
| Standard Deviation(%) | NA | 52.79 | 43.83 | 39.65 | 31.59 | NA | NA | … | … | 0.00 | 53.38 | 17.36 | 56.66 | 25.21 | 45.17 | 17.30 | 21.31 | 17.93 | 8.50 | 16.36 | 0.46 |
| Draw Down(%) | NA | 20.40 | 35.98 | 40.71 | 40.71 | NA | NA | … | … | 3.12 | 20.40 | 15.92 | 28.49 | 14.04 | 19.96 | 3.83 | 13.77 | 0.00 | 2.48 | 18.53 | 0.00 |
| Yield(%) | 0.00 | 2.80 | 2.21 | 1.74 | 2.60 | 1.75 | 1.32 | … | … | 0.00 | 3.05 | 2.86 | 2.49 | 0.34 | 0.30 | 2.76 | 1.22 | 4.81 | 2.20 | 0.47 | 0.28 |
Data as of 01/29/2025, Common starting date is 08/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAUY (Port of Tauranga Ltd ADR) |
-12.51%
Dec 2020 – Dec 2023 |
-0.21%
Dec 2018 – Dec 2023 |
5.57%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTAUY (Port of Tauranga Ltd ADR) |
26.03%
Jun 2017 – Jun 2020 |
21.12%
Sep 2015 – Sep 2020 |
5.57%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart