Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TATLY (Tata Steel Limited) | NA | 4.78% | 4.89% | 22.30% | 0.43% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TATLY (Tata Steel Limited) | 02/04/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.78 | 4.89 | 22.30 | 0.43 | NA | NA | … | … | 4.78 | 4.91 | 4.98 | 7.46 | 16.33 | -33.75 | 1.49 | 3.06 | 2.47 | 1.89 | 167.50 | 2.62 | 0.98 | 1.69 | -14.33 |
| Sharpe Ratio | NA | 0.37 | 0.31 | 0.68 | -0.03 | NA | NA | … | … | 0.65 | 0.27 | 0.27 | 0.84 | 1.34 | -0.27 | 0.01 | 0.95 | 1.05 | 1.27 | 1.72 | 1.43 | 0.97 | 0.98 | -0.36 |
| Standard Deviation(%) | NA | 4.69 | 4.78 | 29.62 | 40.23 | NA | NA | … | … | 5.46 | 4.79 | 4.88 | 7.21 | 12.13 | 125.83 | 1.48 | 1.77 | 1.73 | 1.32 | 97.44 | 1.83 | 0.98 | 1.68 | 44.11 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 66.15 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 66.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.33 |
| Yield(%) | 0.00 | 4.54 | 4.64 | 10.41 | 2.74 | 5.47 | 4.10 | … | … | 4.54 | 4.63 | 4.74 | 6.94 | 4.05 | 1.05 | 1.47 | 3.00 | 2.42 | 1.86 | 63.21 | 2.57 | 0.97 | 1.66 | 0.00 |
Data as of 09/26/2025, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TATLY (Tata Steel Limited) |
-29.25%
Jul 2017 – Jul 2020 |
-18.05%
Jul 2015 – Jul 2020 |
0.43%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TATLY (Tata Steel Limited) |
41.18%
Feb 2015 – Feb 2018 |
24.19%
Jul 2013 – Jul 2018 |
10.81%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart