Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSRYF (Treasury Wine Estates Ltd) | -13.43% | -39.18% | -24.45% | -17.72% | -6.11% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSRYF (Treasury Wine Estates Ltd) | 08/12/2011 | 06/05/2026 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -39.18 | -24.45 | -17.72 | -6.11 | NA | NA | … | … | -13.43 | -49.16 | -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 | -0.69 | -0.66 | -0.54 | -0.20 | NA | NA | … | … | -0.40 | -1.36 | -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 | 60.79 | 42.04 | 37.50 | 38.70 | NA | NA | … | … | 77.13 | 38.55 | 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 | 57.91 | 72.64 | 75.52 | 80.86 | NA | NA | … | … | 44.87 | 49.16 | 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 | 2.66 | 3.57 | 2.88 | 3.43 | 6.64 | 4.98 | … | … | 0.00 | 3.73 | 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 06/05/2026, Common starting date 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) |
-34.60%
Mar 2023 – Mar 2026 |
-21.61%
Mar 2021 – Mar 2026 |
-8.73%
Mar 2016 – Mar 2026 |
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