Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBK (Westpac Banking Corporation) | NA | -18.90% | -3.69% | -6.16% | 1.87% | 3.46% | 8.70% | … | … |
Data as of 03/22/2022, Common starting date is 03/17/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBK (Westpac Banking Corporation) | 03/17/1989 | 03/22/2022 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.90 | -3.69 | -6.16 | 1.87 | 3.46 | 8.70 | … | … | -7.91 | 11.60 | -10.86 | -2.80 | -28.34 | 3.83 | -3.10 | -9.93 | -7.40 | 5.32 | 34.68 | -10.54 | 1.27 | 87.59 | -50.55 | 27.40 | 14.43 | 9.97 | 25.79 | 56.57 | -4.62 | 9.91 | 7.09 | 3.00 | 5.12 | 11.40 | 26.67 | 32.35 | 7.09 | 41.11 | -33.33 | 31.07 | -40.46 | 0.00 |
| Sharpe Ratio | NA | -0.87 | -0.11 | -0.23 | 0.05 | NA | NA | … | … | -2.72 | 0.49 | -0.20 | -1.28 | -2.57 | -0.88 | -1.37 | -1.07 | -1.40 | -0.53 | 0.73 | -0.75 | -0.44 | 1.37 | -0.88 | 0.18 | -0.41 | -0.58 | 0.32 | 1.79 | -1.27 | -0.44 | -2.87 | 1.24 | 1.16 | -1.27 | 1.23 | -1.39 | 0.28 | 1.35 | -0.95 | 0.99 | -1.41 | 0.00 |
| Standard Deviation(%) | NA | 21.75 | 36.21 | 30.45 | 27.25 | NA | NA | … | … | 11.65 | 23.65 | 55.22 | 20.41 | 19.41 | 17.58 | 27.12 | 26.54 | 18.53 | 25.10 | 22.41 | 38.90 | 39.51 | 50.24 | 79.15 | 29.88 | 19.50 | 18.88 | 19.29 | 20.81 | 19.14 | 26.03 | 21.44 | 22.49 | 33.10 | 27.69 | 23.15 | 21.42 | 31.00 | 30.23 | 34.73 | 31.12 | 28.68 | 25.99 |
| Draw Down(%) | NA | 28.01 | 59.31 | 63.79 | 64.38 | NA | NA | … | … | 10.24 | 27.19 | 53.02 | 20.04 | 34.68 | 17.41 | 18.81 | 34.48 | 22.20 | 28.17 | 17.89 | 33.79 | 34.13 | 23.02 | 62.53 | 18.46 | 17.29 | 9.71 | 16.45 | 10.27 | 24.81 | 24.19 | 13.23 | 23.19 | 30.37 | 14.42 | 15.74 | 12.42 | 24.68 | 16.67 | 51.08 | 15.19 | 44.02 | 19.66 |
| Yield(%) | 0.00 | 4.77 | 4.17 | 3.97 | 6.41 | 6.38 | 13.90 | … | … | 0.00 | 6.04 | 1.28 | 6.95 | 5.65 | 5.93 | 9.07 | 5.70 | 5.72 | 6.95 | 8.13 | 7.15 | 5.66 | 7.80 | 4.69 | 5.98 | 5.27 | 4.99 | 5.20 | 6.60 | 4.69 | 4.23 | 4.30 | 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 03/22/2022, Common starting date is 03/17/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBK (Westpac Banking Corporation) |
-23.34%
Jan 1990 – Jan 1993 |
-13.51%
Mar 2015 – Mar 2020 |
-2.42%
Mar 2010 – Mar 2020 |
3.66%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBK (Westpac Banking Corporation) |
40.55%
Jan 2009 – Jan 2012 |
34.48%
Oct 2002 – Oct 2007 |
21.12%
Apr 2001 – Apr 2011 |
21.92%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart