Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEEXF (Ferrexpo PLC) | -65.79% | -37.10% | -30.35% | -40.43% | 4.03% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEEXF (Ferrexpo PLC) | 06/19/2012 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.10 | -30.35 | -40.43 | 4.03 | NA | NA | … | … | -65.79 | -11.38 | 14.24 | -39.01 | -50.36 | 28.66 | 155.73 | -49.65 | 24.51 | 122.01 | 332.43 | -44.54 | -73.13 | -32.61 | 0.43 |
| Sharpe Ratio | NA | -0.28 | -0.29 | -0.42 | 0.03 | NA | NA | … | … | -0.66 | -0.10 | 0.07 | -0.96 | -0.51 | 0.54 | 1.69 | -0.78 | 1.18 | 2.61 | 3.17 | -0.49 | -1.14 | -0.67 | 1.28 |
| Standard Deviation(%) | NA | 139.70 | 114.72 | 102.62 | 88.77 | NA | NA | … | … | 140.96 | 138.72 | 104.98 | 45.42 | 102.30 | 52.55 | 91.47 | 65.36 | 19.59 | 46.73 | 104.77 | 91.73 | 64.03 | 48.43 | 0.60 |
| Draw Down(%) | NA | 68.03 | 77.06 | 92.65 | 93.03 | NA | NA | … | … | 68.03 | 68.75 | 50.91 | 58.88 | 71.12 | 43.10 | 42.35 | 49.65 | 4.76 | 9.59 | 0.00 | 69.35 | 73.13 | 46.84 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.92 | 2.52 | 40.79 | 3.70 | 2.78 | … | … | 0.00 | 0.00 | 2.97 | 0.00 | 6.44 | 26.87 | 17.96 | 5.25 | 5.64 | 7.50 | 0.00 | 14.29 | 4.29 | 2.16 | 0.43 |
Data as of 06/12/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEEXF (Ferrexpo PLC) |
-53.52%
Dec 2012 – Dec 2015 |
-40.43%
May 2021 – May 2026 |
-5.82%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEEXF (Ferrexpo PLC) |
128.65%
Dec 2015 – Dec 2018 |
81.68%
May 2016 – May 2021 |
21.12%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart