Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGPIF (Anglo Pacific Group plc) | NA | 7.70% | -1.71% | 3.83% | -5.42% | NA | NA | … | … |
Data as of 12/07/2022, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGPIF (Anglo Pacific Group plc) | 01/03/2011 | 12/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 7.70 | -1.71 | 3.83 | -5.42 | NA | NA | … | … | 6.51 | 7.09 | -22.67 | 51.31 | -7.19 | 18.87 | 82.81 | -56.52 | -29.27 | -30.79 | 12.12 | -23.41 |
| Sharpe Ratio | NA | 0.12 | -0.04 | 0.06 | -0.14 | NA | NA | … | … | 0.11 | 0.12 | -0.40 | 1.52 | -0.47 | 0.60 | 2.03 | -1.29 | -0.88 | -0.97 | 0.30 | -0.87 |
| Standard Deviation(%) | NA | 52.64 | 56.64 | 46.91 | 42.00 | NA | NA | … | … | 53.92 | 59.65 | 57.55 | 32.83 | 18.07 | 30.63 | 40.64 | 44.00 | 33.24 | 31.69 | 40.80 | 27.12 |
| Draw Down(%) | NA | 32.14 | 45.66 | 50.45 | 80.84 | NA | NA | … | … | 32.14 | 26.67 | 45.66 | 15.31 | 22.33 | 13.84 | 3.48 | 60.87 | 35.37 | 32.81 | 27.18 | 29.73 |
| Yield(%) | 0.00 | 4.47 | 4.54 | 4.43 | 1.62 | 1.09 | 0.82 | … | … | 4.32 | 7.18 | 4.53 | 4.62 | 1.59 | 0.00 | 4.44 | 0.00 | 3.63 | 3.49 | 3.79 | 0.00 |
Data as of 12/07/2022, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGPIF (Anglo Pacific Group plc) |
-40.29%
Dec 2012 – Dec 2015 |
-28.12%
Feb 2011 – Feb 2016 |
-8.04%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGPIF (Anglo Pacific Group plc) |
49.58%
May 2016 – May 2019 |
20.48%
May 2016 – May 2021 |
-2.45%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart