Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANFGF (Antofagasta PLC) | 23.32% | 107.51% | 45.17% | 23.77% | 26.89% | 9.88% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANFGF (Antofagasta PLC) | 01/06/2010 | 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 (%) | -3.87 | 107.51 | 45.17 | 23.77 | 26.89 | 9.88 | NA | … | … | 23.32 | 114.34 | -2.63 | 20.09 | 10.31 | -3.83 | 65.55 | 32.38 | -26.53 | 67.73 | 20.38 | -42.42 | -1.39 | -38.42 | 16.76 | -27.10 | 56.40 |
| Sharpe Ratio | NA | 2.48 | 0.98 | 0.44 | 0.58 | NA | NA | … | … | 1.20 | 2.53 | -0.14 | 0.38 | 0.16 | -0.08 | 1.34 | 0.82 | -0.66 | 2.11 | 0.35 | -1.12 | -0.05 | -1.04 | 0.50 | -0.55 | 1.40 |
| Standard Deviation(%) | NA | 53.78 | 48.10 | 48.62 | 45.79 | NA | NA | … | … | 67.60 | 44.26 | 43.96 | 43.72 | 55.49 | 45.32 | 48.47 | 37.80 | 42.66 | 31.90 | 57.27 | 37.92 | 29.32 | 37.01 | 34.00 | 49.77 | 40.74 |
| Draw Down(%) | NA | 33.23 | 41.12 | 47.91 | 54.39 | NA | NA | … | … | 33.23 | 28.27 | 34.89 | 27.43 | 47.91 | 35.77 | 42.11 | 25.96 | 39.66 | 17.36 | 24.90 | 49.74 | 25.42 | 43.82 | 27.40 | 43.58 | 33.24 |
| Yield(%) | 0.00 | 2.45 | 2.25 | 3.04 | 7.86 | 2.29 | 2.07 | … | … | 1.08 | 1.90 | 1.16 | 3.39 | 7.12 | 3.51 | 2.42 | 4.88 | 3.64 | 3.05 | 0.45 | 1.15 | 7.47 | 0.97 | 1.02 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFGF (Antofagasta PLC) |
-34.44%
Jan 2013 – Jan 2016 |
-23.03%
Jan 2011 – Jan 2016 |
-2.55%
Mar 2010 – Mar 2020 |
5.11%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFGF (Antofagasta PLC) |
50.71%
May 2023 – May 2026 |
34.93%
Apr 2016 – Apr 2021 |
29.08%
Jan 2016 – Jan 2026 |
10.17%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart