Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSM (Ferroglobe PLC) | -16.58% | -3.46% | -7.01% | -6.91% | -6.53% | -9.57% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSM (Ferroglobe PLC) | 07/30/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.09 | -3.46 | -7.01 | -6.91 | -6.53 | -9.57 | NA | … | … | -16.58 | 27.20 | -40.57 | 69.09 | -38.00 | 278.66 | 74.47 | -40.88 | -90.19 | 49.58 | 0.74 | -37.61 | -4.33 | 30.98 | 2.69 | -21.65 | 81.81 | 32.58 |
| Sharpe Ratio | NA | -0.07 | -0.17 | -0.15 | -0.12 | NA | NA | … | … | -0.60 | 0.48 | -1.21 | 1.32 | -0.53 | 3.10 | 0.64 | -0.77 | -0.98 | 0.71 | -0.64 | -1.23 | -0.73 | 0.48 | -0.40 | -0.70 | 1.56 | 1.46 |
| Standard Deviation(%) | NA | 56.50 | 47.57 | 56.98 | 76.19 | NA | NA | … | … | 59.90 | 51.75 | 39.14 | 49.47 | 73.96 | 89.89 | 115.02 | 83.10 | 113.62 | 42.93 | 52.08 | 45.75 | 31.15 | 25.74 | 39.91 | 57.76 | 40.46 | 49.32 |
| Draw Down(%) | NA | 33.09 | 52.99 | 66.80 | 97.84 | NA | NA | … | … | 31.38 | 33.09 | 40.97 | 23.77 | 60.58 | 40.50 | 66.36 | 82.19 | 91.23 | 30.19 | 37.69 | 56.84 | 28.91 | 31.58 | 29.30 | 48.67 | 23.08 | 15.74 |
| Yield(%) | 0.00 | 1.39 | 0.81 | 0.42 | 0.58 | 0.59 | 1.41 | … | … | 0.33 | 1.42 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.73 | 0.00 | 3.55 | 1.85 | 1.67 | 1.83 | 0.88 | 1.16 | 1.55 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSM (Ferroglobe PLC) |
-66.74%
Aug 2017 – Aug 2020 |
-51.72%
Mar 2015 – Mar 2020 |
-26.55%
Oct 2010 – Oct 2020 |
-9.61%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSM (Ferroglobe PLC) |
122.81%
Jul 2020 – Jul 2023 |
55.05%
Jul 2020 – Jul 2025 |
-3.28%
Feb 2016 – Feb 2026 |
-3.02%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart