Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TTRAF (Telstra Corporation Limited) | 42.47% | 34.61% | 10.66% | 8.63% | 1.92% | 7.25% | NA | 7.74% |
Data as of 07/29/2025, AR inception is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTRAF (Telstra Corporation Limited) | 04/06/2010 | 07/29/2025 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.61 | 10.66 | 8.63 | 1.92 | 7.25 | NA | 7.74 | 42.47 | -12.54 | 4.11 | -5.18 | 30.19 | -1.15 | 27.11 | -21.76 | -13.92 | -3.27 | -10.07 | 11.79 | 11.58 | 41.41 | 33.98 | 9.79 |
| Sharpe Ratio | NA | 0.52 | 0.18 | 0.19 | 0.01 | NA | NA | 0.21 | 1.46 | -0.41 | -0.01 | -0.30 | 0.85 | -0.03 | 0.81 | -0.76 | -0.47 | -0.12 | -0.39 | 0.71 | 0.52 | 1.75 | 1.23 | 0.39 |
| Standard Deviation(%) | NA | 60.62 | 40.98 | 37.78 | 35.88 | NA | NA | 32.35 | 58.32 | 46.96 | 27.24 | 21.94 | 35.33 | 46.94 | 31.59 | 30.51 | 31.17 | 28.51 | 26.24 | 16.66 | 22.06 | 23.91 | 27.55 | 34.23 |
| Draw Down(%) | NA | 23.16 | 23.16 | 24.35 | 48.23 | NA | NA | 51.08 | 15.29 | 23.16 | 22.49 | 18.84 | 13.68 | 35.76 | 14.30 | 31.48 | 29.47 | 18.04 | 26.10 | 15.36 | 21.41 | 12.04 | 15.79 | 12.02 |
| Yield(%) | 0.00 | 3.63 | 4.69 | 3.90 | 3.71 | 7.58 | 6.09 | 8.12 | 0.00 | 6.38 | 5.24 | 2.72 | 2.46 | 2.39 | 5.69 | 8.32 | 9.61 | 8.13 | 7.63 | 8.23 | 7.25 | 5.76 | 9.76 | 5.24 |
Data as of 07/29/2025, AR inception is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTRAF (Telstra Corporation Limited) |
-18.08%
Jun 2015 - Jun 2018 |
-10.38%
Mar 2015 - Mar 2020 |
-1.88%
Dec 2014 - Dec 2024 |
7.42%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTRAF (Telstra Corporation Limited) |
32.77%
May 2010 - May 2013 |
23.18%
May 2010 - May 2015 |
6.54%
May 2010 - May 2020 |
8.05%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart