Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMSYF (ArcelorMittal SA) | 51.12% | 112.94% | 37.69% | 15.97% | 17.53% | -1.62% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMSYF (ArcelorMittal SA) | 01/09/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 112.94 | 37.69 | 15.97 | 17.53 | -1.62 | NA | … | … | 51.12 | 73.81 | -10.79 | 14.08 | -16.23 | 41.72 | 25.92 | -17.62 | -33.09 | 49.68 | 82.41 | -63.13 | -34.07 | -2.09 | -2.27 | -52.81 | -16.16 | 65.98 |
| Sharpe Ratio | NA | 2.50 | 0.88 | 0.36 | 0.36 | NA | NA | … | … | 2.90 | 1.49 | -0.68 | 0.37 | -0.34 | 1.05 | 0.35 | -0.46 | -0.93 | 1.54 | 1.17 | -1.10 | -1.20 | -0.07 | -0.05 | -0.95 | -0.35 | 0.84 |
| Standard Deviation(%) | NA | 44.06 | 39.21 | 41.81 | 45.00 | NA | NA | … | … | 59.45 | 48.01 | 21.24 | 28.12 | 52.18 | 39.82 | 72.85 | 41.75 | 37.29 | 31.89 | 70.09 | 57.54 | 28.36 | 32.42 | 45.49 | 55.48 | 46.76 | 80.78 |
| Draw Down(%) | NA | 26.72 | 33.63 | 46.13 | 81.37 | NA | NA | … | … | 26.72 | 33.63 | 24.45 | 29.33 | 46.13 | 22.05 | 61.38 | 44.43 | 41.98 | 27.25 | 31.67 | 67.59 | 38.60 | 37.11 | 40.97 | 60.93 | 44.96 | 38.98 |
| Yield(%) | 0.00 | 1.37 | 1.50 | 1.41 | 1.87 | 0.35 | 0.39 | … | … | 0.35 | 2.17 | 0.88 | 1.72 | 1.19 | 2.49 | 0.00 | 0.92 | 0.31 | 0.00 | 0.00 | 1.82 | 1.18 | 0.38 | 1.19 | 0.55 | 0.46 | 0.60 |
Data as of 06/03/2026, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSYF (ArcelorMittal SA) |
-38.55%
Jan 2013 – Jan 2016 |
-36.18%
Feb 2011 – Feb 2016 |
-22.56%
Mar 2010 – Mar 2020 |
-9.86%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMSYF (ArcelorMittal SA) |
48.74%
Mar 2020 – Mar 2023 |
28.55%
Mar 2020 – Mar 2025 |
21.34%
Feb 2016 – Feb 2026 |
-1.78%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart