Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMSIY (ArcelorMittal South Africa Ltd ADR) | NA | -77.88% | 47.10% | -8.18% | -27.92% | -29.60% | NA | … | … |
Data as of 03/22/2023, Common starting date is 11/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMSIY (ArcelorMittal South Africa Ltd ADR) | 11/05/2007 | 03/22/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | -77.88 | 47.10 | -8.18 | -27.92 | -29.60 | NA | … | … | -45.63 | -50.00 | 860.00 | -54.55 | -68.57 | 75.00 | -76.19 | 212.12 | -88.31 | -33.43 | -20.41 | -47.66 | -30.85 | -7.48 | 23.07 | -52.54 | -7.19 |
| Sharpe Ratio | NA | -0.50 | 0.10 | -0.03 | -0.12 | NA | NA | … | … | -0.75 | -0.33 | 4.28 | -0.10 | -0.34 | 0.26 | -0.38 | 0.76 | -0.89 | -0.67 | -0.54 | -1.10 | -0.75 | -0.18 | 0.30 | -0.49 | -1.14 |
| Standard Deviation(%) | NA | 161.49 | 337.01 | 302.58 | 244.81 | NA | NA | … | … | 132.46 | 158.16 | 200.87 | 524.61 | 206.08 | 286.51 | 200.13 | 277.92 | 99.25 | 49.65 | 37.65 | 43.44 | 41.17 | 41.00 | 75.75 | 108.59 | 36.02 |
| Draw Down(%) | NA | 81.43 | 94.14 | 98.95 | 99.91 | NA | NA | … | … | 56.67 | 77.14 | 51.49 | 96.43 | 85.14 | 88.64 | 81.37 | 85.71 | 88.31 | 53.37 | 40.87 | 66.97 | 51.98 | 37.58 | 44.35 | 83.60 | 14.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.30 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 | 1.54 | 3.83 | 3.23 | 0.00 |
Data as of 03/22/2023, Common starting date is 11/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSIY (ArcelorMittal South Africa Ltd ADR) |
-83.72%
Mar 2017 – Mar 2020 |
-70.10%
Mar 2015 – Mar 2020 |
-54.99%
Apr 2010 – Apr 2020 |
-27.78%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSIY (ArcelorMittal South Africa Ltd ADR) |
88.81%
Jul 2019 – Jul 2022 |
33.24%
Aug 2016 – Aug 2021 |
-21.17%
Mar 2012 – Mar 2022 |
-26.06%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison Chart