Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VALE (Vale S.A.) | 16.88% | 74.78% | 13.78% | 2.57% | 20.22% | 1.55% | 6.95% | … | … |
Data as of 06/05/2026, Common starting date is 03/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VALE (Vale S.A.) | 03/21/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.28 | 74.78 | 13.78 | 2.57 | 20.22 | 1.55 | 6.95 | … | … | 16.88 | 66.41 | -38.86 | 1.57 | 32.57 | -1.43 | 32.41 | 2.05 | 12.25 | 67.65 | 133.00 | -57.64 | -44.15 | -23.26 | 3.44 | -34.00 | 21.14 | 145.50 | -61.83 | 122.57 | 47.82 | 46.62 | 116.74 | 112.10 | 10.14 |
| Sharpe Ratio | NA | 2.27 | 0.35 | 0.00 | 0.47 | NA | NA | … | … | 1.06 | 2.29 | -1.54 | -0.06 | 0.68 | -0.04 | 0.53 | 0.01 | 0.30 | 1.65 | 1.80 | -0.93 | -1.31 | -0.72 | 0.11 | -0.89 | 0.57 | 2.47 | -0.69 | 2.47 | 1.21 | 1.13 | 2.25 | 4.05 | 0.37 |
| Standard Deviation(%) | NA | 31.74 | 30.23 | 35.33 | 40.97 | NA | NA | … | … | 38.92 | 27.91 | 27.57 | 32.50 | 46.13 | 39.33 | 60.11 | 40.67 | 36.87 | 40.69 | 73.76 | 61.84 | 33.69 | 32.47 | 32.40 | 38.11 | 37.24 | 58.84 | 90.68 | 48.65 | 36.95 | 39.17 | 51.54 | 27.49 | 32.20 |
| Draw Down(%) | NA | 19.85 | 41.96 | 49.81 | 57.88 | NA | NA | … | … | 19.85 | 18.94 | 39.76 | 32.95 | 41.45 | 45.72 | 51.72 | 30.82 | 20.90 | 30.29 | 35.58 | 64.42 | 53.16 | 39.64 | 38.81 | 41.47 | 30.11 | 32.54 | 79.51 | 28.04 | 32.07 | 28.85 | 31.88 | 11.80 | 27.50 |
| Yield(%) | 0.00 | 10.80 | 8.03 | 6.37 | 19.66 | 2.91 | 7.09 | … | … | 0.00 | 15.75 | 6.40 | 7.52 | 10.63 | 15.87 | 3.40 | 1.94 | 4.30 | 5.16 | 1.55 | 3.66 | 3.76 | 4.07 | 5.08 | 4.91 | 1.89 | 3.64 | 1.72 | 2.36 | 2.49 | 4.04 | 28.67 | 5.88 | 2.79 |
Data as of 06/05/2026, Common starting date is 03/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VALE (Vale S.A.) |
-48.01%
Jan 2013 – Jan 2016 |
-38.07%
Jan 2011 – Jan 2016 |
-12.06%
Jan 2006 – Jan 2016 |
-2.55%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VALE (Vale S.A.) |
109.76%
Sep 2002 – Sep 2005 |
97.38%
Sep 2002 – Sep 2007 |
34.39%
Apr 2002 – Apr 2012 |
19.32%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart