Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KUMBF (Kumba Iron Ore Limited) | NA | -8.06% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 01/28/2025, Common starting date is 04/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KUMBF (Kumba Iron Ore Limited) | 04/26/2013 | 01/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.06 | nan | nan | nan | NA | NA | … | … | -17.26 | 11.11 | -13.01 | -59,508.58 | 53.71 | 1.98 | -264.82 | -2,926.81 | 68.21 | 266.05 | -87.19 | 139.61 | 26.82 |
| Sharpe Ratio | NA | -0.45 | NA | NA | NA | NA | NA | … | … | NA | 0.28 | -1.15 | NA | 1.08 | 0.15 | NA | NA | 1.71 | 1.94 | -0.74 | 1.59 | 0.64 |
| Standard Deviation(%) | NA | 32.63 | NA | NA | NA | NA | NA | … | … | 0.00 | 53.08 | 15.15 | NA | 51.34 | 11.97 | NA | NA | 39.74 | 136.76 | 117.95 | 87.89 | 65.32 |
| Draw Down(%) | NA | 8.06 | 10,855.95 | 10,855.95 | 10,855.95 | NA | NA | … | … | 17.26 | 0.00 | 9.94 | 9,600.28 | 19.87 | 9.24 | 195.65 | 2,926.81 | 6.65 | 31.21 | 90.99 | 20.51 | 23.26 |
| Yield(%) | 0.00 | 5.60 | 64.08 | 58.96 | 49.50 | 24.19 | 18.14 | … | … | 0.00 | 5.60 | 7.58 | 187.55 | 21.27 | 8.47 | 220.62 | 110.87 | 0.23 | 0.00 | 29.65 | 91.01 | 39.49 |
Data as of 01/28/2025, Common starting date is 04/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUMBF (Kumba Iron Ore Limited) |
-13.57%
Mar 2014 – Mar 2017 |
79.49%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUMBF (Kumba Iron Ore Limited) |
943.09%
Aug 2019 – Aug 2022 |
329.41%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart