Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANIOY (Acerinox SA ADR) | 37.70% | 58.91% | 27.10% | 11.49% | 13.17% | 5.68% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANIOY (Acerinox SA ADR) | 01/21/2010 | 06/09/2026 |
| 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 (%) | 3.94 | 58.91 | 27.10 | 11.49 | 13.17 | 5.68 | NA | … | … | 37.70 | 48.12 | -6.93 | 20.87 | -18.82 | 23.62 | 6.44 | 17.63 | -29.27 | 27.98 | 42.88 | -35.70 | 28.80 | 18.24 | -13.31 | -12.53 | -21.15 |
| Sharpe Ratio | NA | 1.44 | 0.66 | 0.24 | 0.28 | NA | NA | … | … | 2.11 | 1.25 | -0.35 | 0.53 | -0.44 | 0.52 | 0.09 | 0.50 | -1.00 | 0.80 | 0.90 | -0.79 | 0.80 | 0.63 | -0.28 | -0.46 | -0.81 |
| Standard Deviation(%) | NA | 38.77 | 36.01 | 38.57 | 41.26 | NA | NA | … | … | 50.86 | 36.29 | 29.92 | 33.10 | 45.81 | 45.06 | 69.61 | 32.34 | 30.69 | 34.45 | 47.16 | 44.95 | 36.11 | 28.82 | 48.38 | 27.34 | 27.41 |
| Draw Down(%) | NA | 18.49 | 23.20 | 43.24 | 57.16 | NA | NA | … | … | 18.49 | 23.20 | 16.91 | 18.68 | 43.24 | 22.25 | 45.30 | 23.08 | 35.05 | 15.43 | 21.04 | 42.37 | 24.71 | 18.02 | 33.81 | 29.95 | 24.93 |
| Yield(%) | 0.00 | 4.77 | 5.93 | 3.91 | 7.05 | 3.51 | 2.59 | … | … | 1.62 | 6.87 | 5.82 | 6.49 | 3.89 | 5.54 | 5.44 | 5.71 | 3.55 | 4.27 | 21.04 | 2.38 | 3.11 | 4.93 | 3.22 | 4.61 | 2.91 |
Data as of 06/09/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANIOY (Acerinox SA ADR) |
-17.37%
Mar 2017 – Mar 2020 |
-11.54%
Jan 2011 – Jan 2016 |
-4.79%
Mar 2010 – Mar 2020 |
2.25%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANIOY (Acerinox SA ADR) |
27.62%
May 2023 – May 2026 |
19.70%
Mar 2020 – Mar 2025 |
15.10%
Feb 2016 – Feb 2026 |
5.43%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart