Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAUKF (Anglo American plc) | 30.93% | 73.88% | 33.17% | 11.67% | 26.94% | 5.65% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAUKF (Anglo American plc) | 08/01/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | 73.88 | 33.17 | 11.67 | 26.94 | 5.65 | NA | … | … | 30.93 | 64.62 | 19.32 | -33.72 | 4.38 | 33.25 | 19.30 | 38.09 | 10.40 | 49.80 | 209.19 | -73.28 | -10.41 | -26.51 | -14.13 | -28.85 | 23.59 | 90.77 | -54.78 | 9.51 |
| Sharpe Ratio | NA | 1.39 | 0.58 | 0.16 | 0.52 | NA | NA | … | … | 1.39 | 1.26 | 0.33 | -0.76 | 0.06 | 0.66 | 0.31 | 1.09 | 0.24 | 1.25 | 2.45 | -1.18 | -0.31 | -0.79 | -0.37 | -0.73 | 0.63 | 1.30 | -0.47 | 0.42 |
| Standard Deviation(%) | NA | 51.38 | 51.52 | 49.68 | 48.20 | NA | NA | … | … | 61.03 | 49.06 | 47.43 | 49.67 | 48.77 | 50.35 | 60.96 | 33.73 | 37.87 | 39.35 | 85.20 | 62.28 | 33.53 | 33.40 | 38.82 | 39.57 | 37.17 | 69.70 | 119.15 | 51.49 |
| Draw Down(%) | NA | 26.57 | 35.35 | 59.04 | 59.04 | NA | NA | … | … | 26.57 | 28.62 | 24.32 | 50.99 | 47.02 | 26.78 | 56.42 | 27.25 | 24.64 | 30.61 | 31.29 | 78.03 | 35.26 | 43.13 | 39.01 | 38.32 | 22.86 | 36.83 | 76.30 | 17.73 |
| Yield(%) | 0.00 | 0.74 | 2.34 | 3.69 | 14.55 | 2.31 | 2.74 | … | … | 0.39 | 1.85 | 3.10 | 3.15 | 7.35 | 9.10 | 2.59 | 5.22 | 5.01 | 3.40 | 0.00 | 3.78 | 8.33 | 2.92 | 2.23 | 1.43 | 0.59 | 0.00 | 18.35 | 5.25 |
Data as of 06/05/2026, Common starting date is 08/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUKF (Anglo American plc) |
-45.75%
Jan 2013 – Jan 2016 |
-37.00%
Jan 2011 – Jan 2016 |
-8.54%
Oct 2007 – Oct 2017 |
-2.06%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUKF (Anglo American plc) |
86.93%
Jan 2016 – Jan 2019 |
58.02%
Jan 2016 – Jan 2021 |
35.46%
Jan 2016 – Jan 2026 |
8.18%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart