Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WHITF (Whitehaven Coal Limited) | 24.17% | 76.07% | 25.21% | 46.48% | 37.39% | 6.04% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHITF (Whitehaven Coal Limited) | 10/11/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.18 | 76.07 | 25.21 | 46.48 | 37.39 | 6.04 | NA | … | … | 24.17 | 37.87 | -18.83 | -6.86 | 273.72 | 51.59 | -32.26 | -33.38 | 1.13 | 86.27 | 308.33 | -58.26 | -36.11 | -50.95 | -25.36 | -21.74 | 14.26 |
| Sharpe Ratio | NA | 1.56 | 0.51 | 0.92 | 0.67 | NA | NA | … | … | 1.22 | 0.77 | -0.62 | -0.24 | 4.74 | 0.88 | -0.44 | -0.86 | -0.01 | 1.84 | 3.32 | -0.85 | -0.83 | -1.02 | -0.60 | -0.40 | 1.97 |
| Standard Deviation(%) | NA | 46.97 | 43.25 | 48.72 | 53.35 | NA | NA | … | … | 51.74 | 45.49 | 36.22 | 44.74 | 57.90 | 58.50 | 73.27 | 40.37 | 33.57 | 46.88 | 92.86 | 68.31 | 43.30 | 49.96 | 42.89 | 54.54 | 40.69 |
| Draw Down(%) | NA | 19.12 | 51.98 | 52.43 | 81.62 | NA | NA | … | … | 19.12 | 30.46 | 35.48 | 38.37 | 24.57 | 38.36 | 64.52 | 36.80 | 23.46 | 26.51 | 47.92 | 63.71 | 50.27 | 65.97 | 51.96 | 36.36 | 11.81 |
| Yield(%) | 0.00 | 1.84 | 7.33 | 24.14 | 47.71 | 3.58 | 2.49 | … | … | 0.55 | 4.52 | 5.33 | 11.65 | 24.53 | 0.00 | 0.00 | 10.28 | 8.67 | 7.65 | 0.00 | 0.00 | 0.00 | 0.00 | 9.81 | 1.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHITF (Whitehaven Coal Limited) |
-57.23%
Jan 2013 – Jan 2016 |
-46.46%
Jan 2011 – Jan 2016 |
-14.44%
Apr 2011 – Apr 2021 |
3.04%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHITF (Whitehaven Coal Limited) |
137.63%
Jan 2016 – Jan 2019 |
58.32%
Oct 2020 – Oct 2025 |
45.86%
Jan 2016 – Jan 2026 |
4.97%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart