Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNMYF (Suncorp Group Limited) | 0.00% | -1.57% | 19.97% | 14.94% | 11.15% | NA | NA | … | … |
Data as of 02/20/2026, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNMYF (Suncorp Group Limited) | 07/03/2014 | 02/20/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.57 | 19.97 | 14.94 | 11.15 | NA | NA | … | … | 0.00 | 20.99 | 27.69 | 17.96 | 7.19 | 29.86 | -25.06 | 18.68 | -10.02 | 17.81 | 22.19 | -14.84 | -9.19 |
| Sharpe Ratio | NA | -0.10 | 0.39 | 0.39 | 0.31 | NA | NA | … | … | 0.00 | 0.37 | 0.74 | 0.66 | 0.21 | 0.97 | -0.50 | 1.22 | -0.60 | 1.81 | 0.75 | -0.45 | -0.88 |
| Standard Deviation(%) | NA | 42.53 | 35.95 | 32.33 | 30.60 | NA | NA | … | … | 0.00 | 49.93 | 32.49 | 21.90 | 27.72 | 30.68 | 50.44 | 14.11 | 19.02 | 9.53 | 29.18 | 32.78 | 20.14 |
| Draw Down(%) | NA | 27.80 | 27.80 | 27.80 | 48.66 | NA | NA | … | … | 0.00 | 27.80 | 20.24 | 15.32 | 18.45 | 20.64 | 44.76 | 4.66 | 21.68 | 3.83 | 14.84 | 25.00 | 19.90 |
| Yield(%) | 0.00 | 2.61 | 15.28 | 11.55 | 9.82 | 5.29 | 3.96 | … | … | 0.00 | 25.01 | 11.07 | 4.92 | 4.32 | 5.23 | 3.04 | 12.77 | 8.15 | 8.25 | 8.35 | 9.62 | 3.22 |
Data as of 02/20/2026, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMYF (Suncorp Group Limited) |
-12.93%
Mar 2017 – Mar 2020 |
-5.38%
Mar 2015 – Mar 2020 |
5.94%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNMYF (Suncorp Group Limited) |
33.98%
Jun 2022 – Jun 2025 |
27.62%
Apr 2020 – Apr 2025 |
13.05%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart