Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLSYY (Telstra Corporation Ltd ADR) | NA | -3.59% | 7.62% | 4.56% | 0.42% | 3.82% | 7.34% | … | … |
Data as of 12/27/2022, Common starting date is 11/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLSYY (Telstra Corporation Ltd ADR) | 11/21/1997 | 12/27/2022 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | -3.59 | 7.62 | 4.56 | 0.42 | 3.82 | 7.34 | … | … | -4.99 | 38.32 | -3.24 | 31.12 | -24.92 | -16.67 | -4.59 | -12.22 | 9.60 | 9.21 | 44.22 | 30.51 | 3.30 | 21.93 | -29.39 | 34.36 | 23.23 | -18.21 | 10.75 | 56.13 | -6.61 | -18.58 | -33.19 | 23.68 | 119.46 | 11.52 |
| Sharpe Ratio | NA | -0.20 | 0.25 | 0.14 | 0.00 | NA | NA | … | … | -0.26 | 2.14 | -0.09 | 1.49 | -1.07 | -0.74 | -0.22 | -0.54 | 0.67 | 0.51 | 2.37 | 1.15 | 0.10 | 0.52 | -0.55 | 0.93 | 0.91 | -1.05 | 0.51 | 2.97 | -0.33 | -0.68 | -1.10 | 0.74 | 2.63 | 6.12 |
| Standard Deviation(%) | NA | 24.71 | 28.53 | 26.20 | 23.43 | NA | NA | … | … | 24.87 | 17.86 | 38.79 | 19.88 | 24.40 | 23.40 | 21.62 | 22.77 | 14.38 | 18.07 | 18.78 | 26.59 | 30.75 | 42.09 | 54.65 | 34.01 | 22.03 | 19.44 | 19.32 | 18.66 | 23.09 | 31.34 | 34.04 | 27.79 | 44.23 | 30.05 |
| Draw Down(%) | NA | 18.12 | 32.66 | 33.00 | 55.19 | NA | NA | … | … | 18.12 | 5.82 | 32.66 | 13.82 | 33.00 | 31.35 | 17.36 | 27.24 | 14.32 | 21.06 | 9.52 | 16.13 | 21.02 | 26.41 | 47.72 | 21.09 | 15.13 | 28.72 | 17.48 | 13.48 | 14.14 | 38.18 | 42.26 | 16.67 | 22.87 | 3.55 |
| Yield(%) | 0.00 | 4.02 | 4.60 | 4.42 | 4.11 | 5.13 | 8.64 | … | … | 4.00 | 5.25 | 4.38 | 5.65 | 5.79 | 6.45 | 5.80 | 4.81 | 5.83 | 5.84 | 8.49 | 9.89 | 7.95 | 7.40 | 6.08 | 7.09 | 7.20 | 8.07 | 5.26 | 6.92 | 4.24 | 2.76 | 1.79 | 4.35 | 0.00 | 0.00 |
Data as of 12/27/2022, Common starting date is 11/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLSYY (Telstra Corporation Ltd ADR) |
-20.63%
Jun 2015 – Jun 2018 |
-11.87%
Mar 2015 – Mar 2020 |
-3.10%
Feb 1999 – Feb 2009 |
2.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLSYY (Telstra Corporation Ltd ADR) |
32.78%
May 2010 – May 2013 |
25.85%
Feb 2009 – Feb 2014 |
15.52%
Feb 2003 – Feb 2013 |
12.17%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison Chart