Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLNCY (Glencore PLC ADR) | 38.23% | 96.65% | 15.38% | 16.18% | 20.01% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLNCY (Glencore PLC ADR) | 02/07/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.95 | 96.65 | 15.38 | 16.18 | 20.01 | NA | NA | … | … | 38.23 | 28.74 | -25.38 | -1.13 | 40.92 | 66.84 | 7.80 | -9.54 | -27.28 | 57.08 | 156.27 | -69.67 | -8.72 | -7.85 | -17.26 |
| Sharpe Ratio | NA | 2.96 | 0.44 | 0.38 | 0.46 | NA | NA | … | … | 3.52 | 0.70 | -0.99 | -0.14 | 0.93 | 1.82 | 0.12 | -0.35 | -0.78 | 1.95 | 2.37 | -0.99 | -0.34 | -0.24 | -0.48 |
| Standard Deviation(%) | NA | 33.49 | 33.62 | 35.81 | 39.29 | NA | NA | … | … | 37.17 | 37.06 | 29.18 | 34.56 | 42.84 | 36.79 | 60.31 | 31.68 | 37.01 | 29.13 | 65.94 | 70.27 | 25.85 | 32.66 | 40.10 |
| Draw Down(%) | NA | 14.71 | 53.44 | 54.06 | 75.72 | NA | NA | … | … | 11.21 | 37.74 | 30.40 | 30.12 | 30.66 | 16.54 | 59.52 | 38.47 | 37.93 | 17.84 | 25.83 | 77.85 | 31.37 | 39.32 | 36.29 |
| Yield(%) | 0.00 | 3.47 | 3.74 | 5.79 | 10.35 | 2.42 | 1.81 | … | … | 1.54 | 2.25 | 2.21 | 8.00 | 7.28 | 4.89 | 3.17 | 5.62 | 3.73 | 2.02 | 0.00 | 4.52 | 3.37 | 2.63 | 2.14 |
Data as of 06/10/2026, Common starting date is 02/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNCY (Glencore PLC ADR) |
-38.65%
Jan 2013 – Jan 2016 |
-15.96%
Mar 2015 – Mar 2020 |
0.53%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNCY (Glencore PLC ADR) |
65.64%
Mar 2020 – Mar 2023 |
26.73%
Mar 2020 – Mar 2025 |
23.37%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart