Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYSDY (Lynas Rare Earths Ltd ADR) | 52.00% | 118.23% | 34.04% | 23.30% | 38.05% | -3.42% | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYSDY (Lynas Rare Earths Ltd ADR) | 01/21/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.70 | 118.23 | 34.04 | 23.30 | 38.05 | -3.42 | NA | … | … | 52.00 | 113.16 | -16.98 | -8.17 | -29.21 | 144.41 | 79.88 | 50.89 | -34.50 | 242.00 | -28.57 | 40.00 | -80.77 | -55.93 | -42.72 | -52.09 | -20.22 |
| Sharpe Ratio | NA | 1.76 | 0.61 | 0.41 | 0.40 | NA | NA | … | … | 2.31 | 1.88 | -0.67 | -0.31 | -0.57 | 2.37 | 1.09 | 0.77 | -0.54 | 1.20 | -0.16 | 0.23 | -0.55 | -0.86 | -0.51 | -0.63 | -0.12 |
| Standard Deviation(%) | NA | 65.12 | 50.08 | 50.60 | 90.68 | NA | NA | … | … | 64.87 | 60.11 | 35.38 | 40.35 | 54.30 | 60.94 | 72.63 | 64.27 | 65.83 | 202.65 | 177.43 | 175.12 | 147.45 | 65.26 | 84.50 | 83.00 | 180.12 |
| Draw Down(%) | NA | 46.39 | 46.39 | 58.19 | 72.35 | NA | NA | … | … | 25.93 | 46.39 | 27.37 | 45.60 | 46.69 | 23.33 | 64.50 | 35.02 | 49.30 | 71.05 | 50.00 | 66.67 | 86.67 | 68.42 | 66.08 | 66.00 | 85.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYSDY (Lynas Rare Earths Ltd ADR) |
-69.36%
Jan 2012 – Jan 2015 |
-56.27%
Apr 2010 – Apr 2015 |
-27.60%
Mar 2010 – Mar 2020 |
-10.36%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYSDY (Lynas Rare Earths Ltd ADR) |
87.90%
Dec 2018 – Dec 2021 |
71.56%
Dec 2016 – Dec 2021 |
43.54%
Sep 2015 – Sep 2025 |
1.58%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart