Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOPEF (Woodside Petroleum Ltd) | 46.21% | 84.11% | 10.12% | 17.83% | 10.37% | 2.69% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOPEF (Woodside Petroleum Ltd) | 10/11/2010 | 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 (%) | -4.62 | 84.11 | 10.12 | 17.83 | 10.37 | 2.69 | NA | … | … | 46.21 | 14.69 | -17.80 | 0.92 | 81.43 | -11.42 | -22.02 | 21.40 | -10.62 | 20.48 | 11.68 | -24.33 | -3.66 | 4.47 | 18.24 | -26.31 | -0.69 |
| Sharpe Ratio | NA | 0.96 | 0.12 | 0.26 | 0.17 | NA | NA | … | … | 2.44 | 0.13 | -0.30 | -0.07 | 1.59 | -0.39 | -0.41 | 0.86 | -0.48 | 1.00 | 0.34 | -0.74 | -0.15 | 0.21 | 0.61 | -0.63 | -0.10 |
| Standard Deviation(%) | NA | 66.84 | 74.04 | 63.36 | 50.36 | NA | NA | … | … | 65.50 | 92.79 | 72.00 | 38.82 | 50.67 | 29.17 | 54.51 | 23.08 | 25.29 | 19.94 | 33.73 | 33.06 | 23.75 | 20.79 | 30.07 | 41.54 | 31.38 |
| Draw Down(%) | NA | 22.88 | 49.77 | 49.77 | 65.66 | NA | NA | … | … | 18.16 | 39.53 | 35.86 | 23.11 | 23.04 | 28.63 | 62.96 | 19.07 | 24.80 | 10.39 | 18.39 | 32.42 | 30.51 | 19.86 | 25.65 | 42.53 | 15.96 |
| Yield(%) | 0.00 | 15.01 | 9.86 | 13.87 | 9.40 | 3.93 | 3.34 | … | … | 8.94 | 10.60 | 11.97 | 13.77 | 19.39 | 1.01 | 4.82 | 6.65 | 5.81 | 6.18 | 5.23 | 9.55 | 8.88 | 5.79 | 3.68 | 2.50 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOPEF (Woodside Petroleum Ltd) |
-16.62%
Mar 2017 – Mar 2020 |
-11.07%
May 2011 – May 2016 |
-4.56%
May 2011 – May 2021 |
0.97%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOPEF (Woodside Petroleum Ltd) |
37.62%
Mar 2020 – Mar 2023 |
18.80%
May 2021 – May 2026 |
10.45%
Mar 2016 – Mar 2026 |
2.98%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart