Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAUK (Anglo American plc (ADR)) | NA | 68.18% | -8.38% | 16.01% | 17.60% | 11.49% | 12.36% | … | … |
Data as of 05/12/2010, Common starting date is 09/10/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAUK (Anglo American plc (ADR)) | 09/10/1984 | 05/12/2010 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 68.18 | -8.38 | 16.01 | 17.60 | 11.49 | 12.36 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 2.94 | 3.55 | 1.22 | 0.80 | 1.13 | … | … |
Data as of 05/12/2010, Common starting date is 09/10/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUK (Anglo American plc (ADR)) |
-31.79%
Apr 1998 – Apr 2001 |
-21.60%
Apr 1996 – Apr 2001 |
-2.31%
Apr 1991 – Apr 2001 |
4.55%
Apr 1986 – Apr 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUK (Anglo American plc (ADR)) |
79.75%
Apr 2001 – Apr 2004 |
67.69%
Apr 2001 – Apr 2006 |
30.66%
Aug 1998 – Aug 2008 |
24.96%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart