Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGLOY (Anglo American PLC ADR) | 23.99% | 73.53% | 21.96% | 5.29% | 21.84% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGLOY (Anglo American PLC ADR) | 02/13/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.94 | 73.53 | 21.96 | 5.29 | 21.84 | NA | NA | … | … | 23.99 | 44.83 | 21.64 | -42.33 | 2.77 | 34.11 | 21.04 | 37.43 | 11.73 | 51.12 | 222.65 | -75.00 |
| Sharpe Ratio | NA | 1.56 | 0.47 | 0.04 | 0.48 | NA | NA | … | … | 1.28 | 1.11 | 0.47 | -0.96 | 0.03 | 0.82 | 0.33 | 1.29 | 0.28 | 1.58 | 2.81 | -1.48 |
| Standard Deviation(%) | NA | 40.07 | 42.20 | 43.88 | 43.74 | NA | NA | … | … | 48.71 | 37.89 | 38.57 | 48.11 | 49.75 | 41.40 | 63.35 | 27.84 | 37.37 | 32.13 | 79.26 | 53.63 |
| Draw Down(%) | NA | 26.12 | 35.00 | 64.78 | 64.78 | NA | NA | … | … | 26.12 | 28.55 | 23.73 | 57.86 | 48.40 | 25.20 | 56.92 | 28.92 | 25.10 | 32.01 | 30.56 | 78.65 |
| Yield(%) | 0.00 | 0.77 | 2.01 | 3.87 | 13.37 | 4.88 | 3.66 | … | … | 0.39 | 1.02 | 3.33 | 2.83 | 7.77 | 11.04 | 2.83 | 5.24 | 4.69 | 3.39 | 0.00 | 4.62 |
Data as of 06/09/2026, Common starting date is 02/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLOY (Anglo American PLC ADR) |
-20.02%
Mar 2022 – Mar 2025 |
-1.39%
Feb 2019 – Feb 2024 |
7.87%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLOY (Anglo American PLC ADR) |
90.75%
Jan 2016 – Jan 2019 |
57.78%
Jan 2016 – Jan 2021 |
31.71%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart