Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SAUNF (AusNet Services Ltd) NA -2.45% 8.57% 0.51% NA NA NA
Data as of 02/22/2022, Common starting date is 08/06/2012
More Performance Analytics Comparison
Name Start Date End Date
SAUNF (AusNet Services Ltd) 08/06/2012 02/22/2022
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 2012
Annualized Return (%) 0.00 -2.45 8.57 0.51 NA NA NA -26.88 -3.50 20.17 9.17 -21.58 26.36 0.92 0.46 -2.25 -3.48 5.50
Sharpe Ratio NA -0.06 0.26 -0.01 NA NA NA -1.26 -0.32 0.70 0.39 -1.11 1.26 0.03 0.01 -0.11 -0.14 0.51
Standard Deviation(%) NA 42.00 30.70 26.09 NA NA NA 71.12 16.53 28.35 20.07 20.70 20.49 22.48 29.33 21.27 25.74 28.28
Draw Down(%) NA 28.80 28.80 28.80 NA NA NA 26.88 10.49 12.00 11.97 22.14 11.68 15.95 28.07 16.54 24.06 9.17
Yield(%) 0.00 6.64 8.96 6.53 7.37 4.92 3.69 0.00 6.64 8.28 9.14 6.82 5.12 7.94 6.87 10.41 7.20 0.00
Data as of 02/22/2022, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAUNF (AusNet Services Ltd) -5.46%
Oct 2012 – Oct 2015
-1.63%
Apr 2015 – Apr 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SAUNF (AusNet Services Ltd) 20.52%
Dec 2018 – Dec 2021
12.65%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return