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
TPLWF (Temple & Webster Group Ltd) NA 88.44% 56.94% 19.68% NA NA NA
Data as of 09/26/2025, Common starting date is 06/08/2018
More Performance Analytics Comparison
Name Start Date End Date
TPLWF (Temple & Webster Group Ltd) 06/08/2018 09/26/2025
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
Annualized Return (%) -16.74 88.44 56.94 19.68 NA NA NA 75.26 77.06 46.80 -60.40 -13.19 620.00 41.18 30.77
Sharpe Ratio NA 1.50 1.07 0.29 NA NA NA 1.69 1.41 1.17 -0.84 -0.34 6.07 1.29 1.35
Standard Deviation(%) NA 57.10 49.87 60.00 NA NA NA 66.05 50.58 36.60 73.78 38.92 101.24 30.90 44.22
Draw Down(%) NA 16.74 17.71 78.63 NA NA NA 16.74 0.00 11.08 70.80 32.68 29.15 8.46 5.56
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 06/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPLWF (Temple & Webster Group Ltd) -24.79%
Jan 2021 – Jan 2024
16.33%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPLWF (Temple & Webster Group Ltd) 140.48%
Aug 2018 – Aug 2021
47.07%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return