Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEBNF (Westpac Banking Corporation) | 2.58% | 22.48% | 30.25% | 11.26% | 9.37% | 7.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEBNF (Westpac Banking Corporation) | 02/17/2009 | 06/04/2026 |
| 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 22.48 | 30.25 | 11.26 | 9.37 | 7.46 | NA | … | … | 2.58 | 44.86 | 34.48 | 5.34 | 8.97 | 13.78 | -9.97 | 3.05 | -21.54 | 13.80 | 5.23 | -1.00 | -0.35 | 7.49 | 34.61 | 0.02 | 10.41 | 119.51 |
| Sharpe Ratio | NA | 0.59 | 0.59 | 0.23 | 0.21 | NA | NA | … | … | 0.14 | 0.71 | 0.76 | 0.06 | 0.23 | 0.51 | -0.17 | 0.07 | -1.03 | 0.59 | 0.15 | -0.03 | -0.02 | 0.28 | 1.38 | 0.00 | 0.23 | 3.20 |
| Standard Deviation(%) | NA | 48.77 | 47.51 | 41.23 | 38.09 | NA | NA | … | … | 47.60 | 60.24 | 40.40 | 30.58 | 32.82 | 27.14 | 60.54 | 21.16 | 22.36 | 22.56 | 33.24 | 38.44 | 20.91 | 27.09 | 25.36 | 43.52 | 44.60 | 45.38 |
| Draw Down(%) | NA | 20.54 | 23.44 | 33.74 | 63.52 | NA | NA | … | … | 20.54 | 22.50 | 16.34 | 19.30 | 26.75 | 30.42 | 56.11 | 17.99 | 26.77 | 14.70 | 19.26 | 32.04 | 18.73 | 29.23 | 18.81 | 30.81 | 31.03 | 20.04 |
| Yield(%) | 0.00 | 2.34 | 7.71 | 5.32 | 6.28 | 5.78 | 11.32 | … | … | 0.00 | 5.33 | 10.39 | 8.73 | 6.83 | 8.22 | 1.86 | 10.27 | 8.08 | 8.70 | 8.35 | 7.46 | 8.07 | 0.73 | 0.00 | 12.40 | 7.51 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBNF (Westpac Banking Corporation) |
-21.37%
Mar 2017 – Mar 2020 |
-12.57%
Apr 2015 – Apr 2020 |
-1.85%
Mar 2010 – Mar 2020 |
5.62%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBNF (Westpac Banking Corporation) |
35.69%
Mar 2023 – Mar 2026 |
24.84%
Mar 2009 – Mar 2014 |
11.41%
Feb 2016 – Feb 2026 |
9.03%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart