Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WFAFF (Wesfarmers Limited) | NA | 24.94% | 23.54% | 15.06% | 12.65% | NA | NA | … | … |
Data as of 09/04/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFAFF (Wesfarmers Limited) | 10/18/2010 | 09/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 24.94 | 23.54 | 15.06 | 12.65 | NA | NA | … | … | 25.44 | 37.93 | 12.10 | -20.90 | 24.71 | 23.24 | 40.34 | -31.08 | 26.45 | 1.30 | -2.65 | -4.78 | 13.42 | 19.60 | 2.95 | 1.12 |
| Sharpe Ratio | NA | 0.36 | 0.72 | 0.51 | 0.41 | NA | NA | … | … | 0.84 | 1.50 | 0.47 | -0.88 | 1.08 | 0.77 | 2.11 | -0.75 | 1.68 | 0.04 | -0.10 | -0.21 | 0.62 | 1.25 | 0.10 | 2.22 |
| Standard Deviation(%) | NA | 43.56 | 27.84 | 25.46 | 27.27 | NA | NA | … | … | 43.44 | 23.19 | 18.05 | 25.47 | 22.78 | 29.71 | 18.42 | 43.44 | 15.41 | 25.87 | 26.24 | 22.43 | 21.70 | 15.84 | 30.62 | 2.45 |
| Draw Down(%) | NA | 12.01 | 16.48 | 34.94 | 42.50 | NA | NA | … | … | 12.01 | 5.27 | 11.06 | 30.67 | 13.65 | 28.92 | 8.25 | 42.50 | 7.34 | 15.13 | 24.09 | 18.47 | 22.79 | 13.89 | 20.91 | 0.00 |
| Yield(%) | 1.35 | 3.00 | 5.45 | 6.10 | 6.72 | 5.91 | 4.43 | … | … | 3.05 | 5.67 | 6.71 | 3.55 | 10.30 | 0.60 | 3.27 | 7.03 | 8.48 | 6.34 | 7.03 | 9.06 | 5.52 | 5.23 | 4.53 | 0.00 |
Data as of 09/04/2025, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFAFF (Wesfarmers Limited) |
-9.61%
Apr 2017 – Apr 2020 |
-3.93%
Dec 2013 – Dec 2018 |
3.57%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFAFF (Wesfarmers Limited) |
29.20%
Dec 2018 – Dec 2021 |
22.00%
May 2020 – May 2025 |
11.84%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart