Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AU (AngloGold Ashanti plc) | -5.30% | 83.56% | 52.40% | 32.13% | 18.90% | 5.56% | 4.91% | … | … |
Data as of 06/10/2026, Common starting date is 08/05/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AU (AngloGold Ashanti plc) | 08/05/1998 | 06/10/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.67 | 83.56 | 52.40 | 32.13 | 18.90 | 5.56 | 4.91 | … | … | -5.30 | 288.18 | 25.43 | -2.68 | -5.09 | -4.88 | 1.90 | 78.89 | 23.96 | -2.19 | 48.03 | -18.39 | -25.77 | -62.43 | -24.93 | -13.11 | 23.09 | 45.57 | -32.02 | -8.04 | -3.75 | 37.86 | -20.68 | 41.59 | 99.47 | 27.65 | -38.26 | 39.39 | -8.48 |
| Sharpe Ratio | NA | 1.47 | 1.03 | 0.62 | 0.38 | NA | NA | … | … | 0.02 | 5.57 | 0.51 | -0.14 | -0.13 | -0.12 | 0.02 | 1.68 | 0.63 | -0.07 | 0.79 | -0.30 | -0.45 | -1.21 | -0.82 | -0.39 | 0.74 | 0.80 | -0.37 | -0.31 | -0.18 | 1.20 | -0.63 | 1.04 | 1.68 | 0.58 | -1.02 | 0.78 | -0.35 |
| Standard Deviation(%) | NA | 58.29 | 50.96 | 49.05 | 49.64 | NA | NA | … | … | 67.88 | 51.60 | 42.93 | 44.90 | 51.44 | 41.65 | 71.83 | 45.97 | 36.07 | 39.98 | 60.41 | 61.88 | 57.50 | 51.42 | 30.85 | 33.85 | 31.24 | 56.82 | 87.78 | 36.44 | 39.21 | 29.73 | 34.43 | 39.16 | 58.46 | 44.60 | 41.59 | 45.90 | 64.60 |
| Draw Down(%) | NA | 36.59 | 38.86 | 51.75 | 67.90 | NA | NA | … | … | 36.59 | 19.02 | 28.75 | 48.33 | 51.75 | 42.35 | 45.21 | 26.46 | 38.56 | 33.29 | 58.01 | 56.27 | 61.36 | 64.07 | 35.00 | 22.13 | 21.41 | 23.17 | 71.44 | 30.62 | 40.36 | 20.72 | 36.29 | 26.78 | 40.51 | 26.37 | 54.20 | 31.16 | 37.76 |
| Yield(%) | 0.00 | 10.20 | 8.01 | 5.87 | 4.41 | 1.28 | 1.20 | … | … | 3.38 | 10.37 | 2.25 | 1.06 | 2.19 | 2.12 | 0.48 | 0.53 | 0.57 | 0.89 | 0.00 | 0.00 | 0.00 | 0.35 | 1.28 | 0.71 | 0.43 | 0.47 | 0.30 | 1.02 | 0.78 | 1.61 | 1.61 | 3.73 | 6.17 | 5.80 | 5.47 | 6.77 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/05/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AU (AngloGold Ashanti plc) |
-43.33%
Jul 2012 – Jul 2015 |
-32.45%
Nov 2010 – Nov 2015 |
-17.06%
Jan 2006 – Jan 2016 |
-9.03%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AU (AngloGold Ashanti plc) |
102.27%
Feb 2023 – Feb 2026 |
48.67%
Feb 2021 – Feb 2026 |
31.62%
Nov 2015 – Nov 2025 |
7.92%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart