Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTGRY (Mount Gibson Iron Ltd ADR) | NA | 9.52% | -3.38% | -15.73% | 8.37% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTGRY (Mount Gibson Iron Ltd ADR) | 10/25/2013 | 09/26/2025 |
| 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 | 9.52 | -3.38 | -15.73 | 8.37 | NA | NA | … | … | 24.32 | -47.29 | 14.71 | -13.31 | -27.98 | -20.19 | 90.53 | 11.52 | 36.05 | 106.30 | -38.05 | -76.64 | 11.76 |
| Sharpe Ratio | NA | 0.15 | -0.12 | -0.30 | 0.12 | NA | NA | … | … | 0.70 | -1.51 | 0.14 | -0.19 | -0.42 | -0.33 | 1.81 | 0.26 | 0.71 | 1.60 | -0.80 | -0.90 | 4.59 |
| Standard Deviation(%) | NA | 43.43 | 55.19 | 60.67 | 57.44 | NA | NA | … | … | 45.26 | 35.64 | 72.86 | 76.46 | 66.85 | 60.90 | 49.29 | 39.74 | 50.23 | 66.45 | 47.63 | 84.70 | 18.81 |
| Draw Down(%) | NA | 28.09 | 65.23 | 77.44 | 77.44 | NA | NA | … | … | 16.67 | 50.00 | 49.38 | 52.19 | 60.09 | 40.74 | 27.90 | 17.88 | 31.43 | 8.67 | 41.46 | 80.97 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.52 | 7.83 | 1.05 | 0.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.86 | 3.18 | 7.52 | 6.16 | 6.13 | 0.00 | 0.00 | 3.36 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTGRY (Mount Gibson Iron Ltd ADR) |
-35.91%
Nov 2013 – Nov 2016 |
-21.76%
Jan 2020 – Jan 2025 |
-8.24%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTGRY (Mount Gibson Iron Ltd ADR) |
87.91%
Apr 2016 – Apr 2019 |
46.06%
May 2016 – May 2021 |
4.48%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart