Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOLWF (Woolworths Group Limited) | 29.71% | 27.79% | 2.49% | -1.98% | 8.39% | 3.50% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOLWF (Woolworths Group Limited) | 04/06/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.79 | 2.49 | -1.98 | 8.39 | 3.50 | NA | … | … | 29.71 | 17.08 | -27.60 | 12.39 | -17.09 | -4.07 | 20.38 | 35.17 | -0.53 | 31.74 | 1.83 | -25.49 | -11.27 | 2.34 | 27.54 | -2.91 | 6.78 |
| Sharpe Ratio | NA | 0.59 | -0.03 | -0.10 | 0.21 | NA | NA | … | … | 1.54 | 0.21 | -0.74 | 0.44 | -0.61 | -0.15 | 0.72 | 1.68 | -0.10 | 2.03 | 0.05 | -0.75 | -0.57 | 0.12 | 1.27 | -0.09 | 0.29 |
| Standard Deviation(%) | NA | 60.15 | 50.95 | 43.34 | 34.29 | NA | NA | … | … | 56.03 | 66.74 | 42.38 | 20.08 | 30.37 | 26.93 | 27.94 | 20.08 | 18.95 | 15.37 | 33.46 | 34.14 | 19.71 | 19.51 | 21.91 | 31.30 | 31.66 |
| Draw Down(%) | NA | 29.99 | 36.15 | 44.59 | 44.59 | NA | NA | … | … | 14.97 | 29.99 | 31.51 | 16.37 | 29.47 | 18.72 | 26.96 | 9.11 | 14.46 | 7.73 | 14.46 | 35.98 | 30.98 | 23.52 | 6.12 | 23.49 | 19.18 |
| Yield(%) | 0.00 | 4.43 | 2.59 | 2.39 | 5.37 | 3.68 | 3.23 | … | … | 3.09 | 3.11 | 1.80 | 3.67 | 3.24 | 3.55 | 3.74 | 4.98 | 5.08 | 5.54 | 4.63 | 5.50 | 5.92 | 4.35 | 4.96 | 4.50 | 2.38 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOLWF (Woolworths Group Limited) |
-18.49%
Feb 2013 – Feb 2016 |
-7.37%
Jun 2011 – Jun 2016 |
-0.71%
May 2014 – May 2024 |
0.94%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOLWF (Woolworths Group Limited) |
22.27%
Nov 2016 – Nov 2019 |
20.97%
Jun 2016 – Jun 2021 |
8.98%
Feb 2016 – Feb 2026 |
4.07%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart