Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSRYF (Treasury Wine Estates Ltd) | -26.02% | -34.19% | -10.54% | -4.45% | 5.58% | NA | NA | 6.83% |
Data as of 07/11/2025, AR inception is 08/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSRYF (Treasury Wine Estates Ltd) | 08/12/2011 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | -34.19 | -10.54 | -4.45 | 5.58 | NA | NA | 6.83 | -26.02 | -0.10 | -17.82 | 5.59 | 23.87 | -30.87 | 6.71 | -10.78 | 69.16 | 28.46 | 52.88 | -11.78 | -4.46 | 36.72 | 17.89 |
| Sharpe Ratio | NA | -1.15 | -0.49 | -0.18 | 0.12 | NA | NA | 0.15 | -1.39 | -0.12 | -0.84 | 0.13 | 0.79 | -0.48 | 0.15 | -0.37 | 3.10 | 0.98 | 2.04 | -0.27 | -0.15 | 1.14 | 1.16 |
| Standard Deviation(%) | NA | 32.39 | 28.59 | 32.61 | 35.05 | NA | NA | 35.13 | 33.95 | 29.80 | 25.77 | 31.03 | 30.04 | 64.25 | 35.69 | 32.90 | 22.18 | 28.91 | 25.96 | 43.11 | 30.39 | 32.55 | 46.17 |
| Draw Down(%) | NA | 40.82 | 47.04 | 47.04 | 63.19 | NA | NA | 63.19 | 29.41 | 16.77 | 31.78 | 17.06 | 13.29 | 56.94 | 16.15 | 32.16 | 8.53 | 14.72 | 12.33 | 31.56 | 32.93 | 13.88 | 12.16 |
| Yield(%) | 0.00 | 5.27 | 3.86 | 3.78 | 6.52 | 6.37 | 4.77 | 7.35 | 1.84 | 6.05 | 2.52 | 2.92 | 3.87 | 2.48 | 1.19 | 2.67 | 2.97 | 2.56 | 2.98 | 2.64 | 2.60 | 3.75 | 2.05 |
Data as of 07/11/2025, AR inception is 08/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSRYF (Treasury Wine Estates Ltd) |
-17.45%
Nov 2017 - Nov 2020 |
-9.01%
Jul 2018 - Jul 2023 |
3.97%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSRYF (Treasury Wine Estates Ltd) |
53.51%
Jan 2015 - Jan 2018 |
30.69%
Jan 2014 - Jan 2019 |
12.06%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart