Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSLZY (Santos Ltd ADR) | 36.28% | 34.97% | 8.01% | 3.16% | 8.95% | -3.02% | 1.09% | … | … |
Data as of 06/05/2026, Common starting date is 06/01/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSLZY (Santos Ltd ADR) | 06/01/1982 | 06/05/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 34.97 | 8.01 | 3.16 | 8.95 | -3.02 | 1.09 | … | … | 36.28 | 3.29 | -14.07 | 12.31 | 10.71 | -3.37 | -17.74 | 62.43 | -9.07 | 49.11 | 5.68 | -52.96 | -47.47 | 14.14 | -4.13 | -5.05 | 10.42 | 16.64 | -8.03 | 63.51 | -9.69 | 40.98 | 32.44 | 56.84 | 17.93 | -0.41 | 32.51 | 3.10 | -34.30 | 5.50 | 46.54 | 13.12 | 8.10 | 64.19 | -17.26 | -23.70 | -1.44 | 20.87 | -0.65 | 15.96 | -25.00 | -22.22 | -35.71 | 43.59 | -15.22 |
| Sharpe Ratio | NA | 1.07 | 0.15 | 0.02 | 0.18 | NA | NA | … | … | 3.29 | 0.01 | -0.65 | 0.30 | 0.25 | -0.10 | -0.25 | 1.65 | -0.24 | 1.42 | 0.08 | -0.80 | -1.40 | 0.57 | -0.12 | -0.11 | 0.25 | 0.30 | -0.11 | 1.37 | -0.40 | 1.21 | 1.08 | 2.22 | 0.66 | -0.09 | 0.89 | -0.01 | -1.08 | 0.06 | 1.63 | 0.32 | 0.17 | 1.69 | -0.63 | -1.04 | -0.29 | 0.58 | -0.18 | 0.19 | -0.65 | -0.80 | -1.43 | 1.06 | -0.82 |
| Standard Deviation(%) | NA | 30.22 | 31.30 | 32.48 | 41.35 | NA | NA | … | … | 31.40 | 36.49 | 27.13 | 28.74 | 36.95 | 33.90 | 71.60 | 36.94 | 42.84 | 34.32 | 64.25 | 66.29 | 33.88 | 24.93 | 33.98 | 45.71 | 41.73 | 55.99 | 83.32 | 44.34 | 32.88 | 32.11 | 29.18 | 25.24 | 25.42 | 31.64 | 31.74 | 28.59 | 34.95 | 29.40 | 26.04 | 28.59 | 30.10 | 36.42 | 31.24 | 26.33 | 23.69 | 25.82 | 30.81 | 60.01 | 44.80 | 34.72 | 29.89 | 35.07 | 37.68 |
| Draw Down(%) | NA | 23.92 | 37.27 | 40.16 | 73.70 | NA | NA | … | … | 7.43 | 28.30 | 26.24 | 19.15 | 28.68 | 29.53 | 73.70 | 16.76 | 35.32 | 33.33 | 39.63 | 64.03 | 60.29 | 16.97 | 33.66 | 40.65 | 32.95 | 24.67 | 69.05 | 31.85 | 22.94 | 16.38 | 14.80 | 14.74 | 12.83 | 23.37 | 18.48 | 26.34 | 46.47 | 25.87 | 15.96 | 12.72 | 15.15 | 16.79 | 24.83 | 26.97 | 28.68 | 16.25 | 27.50 | 55.35 | 50.00 | 22.22 | 39.66 | 34.09 | 26.09 |
| Yield(%) | 0.00 | 5.21 | 4.72 | 3.91 | 4.61 | 1.37 | 2.71 | … | … | 2.12 | 5.59 | 5.89 | 4.99 | 5.42 | 2.13 | 1.23 | 3.24 | 0.93 | 0.00 | 1.49 | 7.40 | 2.54 | 2.56 | 2.53 | 2.29 | 3.28 | 2.93 | 2.94 | 4.08 | 3.26 | 4.28 | 4.29 | 5.22 | 4.62 | 5.93 | 6.44 | 4.52 | 1.97 | 2.50 | 4.82 | 4.52 | 7.62 | 7.72 | 6.49 | 4.95 | 5.28 | 4.57 | 3.78 | 6.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/01/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSLZY (Santos Ltd ADR) |
-41.83%
Feb 2013 – Feb 2016 |
-28.14%
Feb 2011 – Feb 2016 |
-14.37%
Mar 2010 – Mar 2020 |
-6.29%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSLZY (Santos Ltd ADR) |
48.58%
Jan 2003 – Jan 2006 |
47.90%
May 2003 – May 2008 |
28.04%
Aug 1998 – Aug 2008 |
20.64%
Jun 1993 – Jun 2008 |
Annualized Rolling Returns Comparison Chart