Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAUKD (Anglo American plc) | NA | 1.89% | -4.50% | 5.37% | 8.25% | -1.24% | NA | … | … |
Data as of 07/01/2025, Common starting date is 07/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAUKD (Anglo American plc) | 07/17/2007 | 07/01/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | -4.50 | 5.37 | 8.25 | -1.24 | NA | … | … |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 07/01/2025, Common starting date is 07/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUKD (Anglo American plc) |
-48.56%
Jan 2013 – Jan 2016 |
-39.48%
Jan 2011 – Jan 2016 |
-12.57%
Nov 2007 – Nov 2017 |
-5.72%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUKD (Anglo American plc) |
82.26%
Jan 2016 – Jan 2019 |
53.04%
Jan 2016 – Jan 2021 |
7.82%
Mar 2015 – Mar 2025 |
4.13%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart