Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEXSF (DEXUS) | NA | 17.64% | 2.95% | 0.54% | 5.54% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEXSF (DEXUS) | 02/14/2013 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.64 | 2.95 | 0.54 | 5.54 | NA | NA | … | … | 22.89 | -9.48 | -8.24 | -25.88 | 17.72 | -7.60 | 11.92 | 5.69 | 14.40 | 36.60 | 5.00 | 728.53 | 23.67 |
| Sharpe Ratio | NA | 0.53 | -0.01 | -0.04 | 0.10 | NA | NA | … | … | 1.15 | -0.23 | -0.22 | -0.52 | 0.83 | -0.17 | 0.57 | 0.20 | 0.59 | 0.91 | 0.14 | 3.98 | 0.58 |
| Standard Deviation(%) | NA | 27.45 | 50.47 | 44.38 | 39.00 | NA | NA | … | … | 25.47 | 57.20 | 53.56 | 52.53 | 21.20 | 46.34 | 18.42 | 21.48 | 23.29 | 39.86 | 36.32 | 182.84 | 47.03 |
| Draw Down(%) | NA | 15.57 | 33.55 | 46.86 | 49.78 | NA | NA | … | … | 12.97 | 27.65 | 33.55 | 41.40 | 13.05 | 49.78 | 13.08 | 12.92 | 10.57 | 16.03 | 20.99 | 15.21 | 17.31 |
| Yield(%) | 0.00 | 8.20 | 6.26 | 5.34 | 7.38 | 157.42 | 118.07 | … | … | 2.94 | 7.97 | 6.07 | 4.20 | 4.56 | 4.09 | 5.60 | 4.80 | 6.66 | 7.74 | 7.87 | 146.79 | 34.01 |
Data as of 09/26/2025, Common starting date is 02/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEXSF (DEXUS) |
-16.76%
Jul 2021 – Jul 2024 |
-9.60%
Jun 2019 – Jun 2024 |
1.80%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEXSF (DEXUS) |
144.56%
Aug 2013 – Aug 2016 |
77.19%
Aug 2013 – Aug 2018 |
32.08%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart