Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TACBY (Tabcorp Holdings Ltd ADR) | NA | -43.99% | -17.11% | -8.37% | -0.82% | NA | NA | … | … |
Data as of 02/22/2024, Common starting date is 05/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACBY (Tabcorp Holdings Ltd ADR) | 05/27/2010 | 02/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.76 | -43.99 | -17.11 | -8.37 | -0.82 | NA | NA | … | … | -34.78 | -19.30 | 4.48 | 27.27 | -5.64 | 12.96 | -29.46 | 37.23 | -0.08 | 12.77 | 12.90 | 23.91 | 6.62 | -251.35 | 137.48 |
| Sharpe Ratio | NA | -0.92 | -0.19 | -0.12 | -0.02 | NA | NA | … | … | -1.26 | -0.43 | 0.02 | 0.78 | -0.10 | 0.37 | -0.98 | 0.91 | 0.00 | 0.40 | 0.63 | 0.92 | 0.21 | NA | 3.32 |
| Standard Deviation(%) | NA | 52.14 | 100.03 | 81.55 | 69.33 | NA | NA | … | … | 78.53 | 55.49 | 156.20 | 35.70 | 57.76 | 31.60 | 31.41 | 40.43 | 106.52 | 32.04 | 20.30 | 26.06 | 30.90 | NA | 97.37 |
| Draw Down(%) | NA | 18.64 | 13.08 | 12.41 | 12.41 | NA | NA | … | … | 15.69 | 18.64 | 11.41 | 0.00 | 12.41 | 1.70 | 7.57 | 2.08 | 5.98 | 1.98 | 4.73 | 0.00 | 0.85 | 278.92 | 12.65 |
| Yield(%) | 0.00 | 2.20 | 31.56 | 21.72 | 14.52 | 12.37 | 9.27 | … | … | 0.00 | 2.21 | 89.69 | 3.80 | 2.01 | 5.25 | 3.54 | 5.64 | 5.10 | 12.01 | 4.42 | 6.58 | 8.90 | 37.76 | 5.91 |
Data as of 02/22/2024, Common starting date is 05/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACBY (Tabcorp Holdings Ltd ADR) |
-21.61%
Mar 2017 – Mar 2020 |
-12.57%
Mar 2015 – Mar 2020 |
1.09%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACBY (Tabcorp Holdings Ltd ADR) |
32.41%
Mar 2020 – Mar 2023 |
16.69%
Dec 2012 – Dec 2017 |
12.86%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart