Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SKHCF (Sonic Healthcare Limited) | -0.16% | -19.55% | -12.88% | -8.79% | 2.62% | 4.40% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SKHCF (Sonic Healthcare Limited) | 06/10/2010 | 06/11/2026 |
| 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 (%) | 11.33 | -19.55 | -12.88 | -8.79 | 2.62 | 4.40 | NA | … | … | -0.16 | -6.15 | -25.98 | 12.96 | -35.31 | 40.35 | 22.16 | 38.96 | -4.15 | 15.06 | 19.97 | -9.61 | 6.81 | 11.83 | 24.08 | 2.77 | 46.04 |
| Sharpe Ratio | NA | -0.36 | -0.35 | -0.27 | 0.00 | NA | NA | … | … | -0.62 | -0.13 | -0.57 | 0.23 | -0.96 | 1.48 | 0.44 | 2.01 | -0.20 | 0.76 | 0.60 | -0.29 | 0.33 | 0.42 | 0.97 | 0.08 | 3.01 |
| Standard Deviation(%) | NA | 62.81 | 55.06 | 48.27 | 40.63 | NA | NA | … | … | 40.45 | 68.83 | 52.31 | 40.47 | 38.24 | 27.24 | 50.06 | 18.64 | 27.61 | 19.15 | 33.16 | 33.53 | 20.50 | 27.79 | 24.96 | 35.20 | 31.79 |
| Draw Down(%) | NA | 32.15 | 42.26 | 55.95 | 55.95 | NA | NA | … | … | 25.00 | 31.37 | 29.12 | 28.14 | 43.37 | 13.11 | 43.35 | 5.37 | 23.15 | 10.43 | 14.74 | 27.94 | 14.33 | 12.40 | 9.00 | 19.89 | 8.65 |
| Yield(%) | 0.00 | 7.41 | 4.02 | 3.56 | 5.13 | 5.57 | 7.03 | … | … | 5.11 | 5.73 | 3.16 | 4.77 | 2.91 | 3.68 | 2.49 | 4.12 | 3.75 | 4.77 | 4.63 | 4.72 | 5.13 | 4.50 | 2.10 | 5.05 | 3.44 |
Data as of 06/11/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKHCF (Sonic Healthcare Limited) |
-18.52%
Dec 2021 – Dec 2024 |
-10.60%
May 2021 – May 2026 |
1.76%
May 2016 – May 2026 |
3.57%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SKHCF (Sonic Healthcare Limited) |
33.56%
Dec 2018 – Dec 2021 |
21.31%
Dec 2016 – Dec 2021 |
15.49%
Dec 2011 – Dec 2021 |
8.96%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart