Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANGPY (Valterra Platinum Limited) | -9.67% | 61.89% | 15.48% | -1.49% | 17.93% | 2.00% | 2.31% | … | … |
Data as of 06/12/2026, Common starting date is 01/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANGPY (Valterra Platinum Limited) | 01/03/2002 | 06/12/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.72 | 61.89 | 15.48 | -1.49 | 17.93 | 2.00 | 2.31 | … | … | -9.67 | 203.93 | -40.13 | -34.38 | -19.08 | 33.53 | 8.23 | 164.52 | 31.69 | 49.21 | 61.54 | -59.46 | -21.60 | -29.56 | -19.46 | -37.04 | 1.23 | 83.85 | -59.26 | 32.73 | 71.66 | 111.59 | -16.03 | 25.01 | 1.63 |
| Sharpe Ratio | NA | 0.86 | 0.20 | -0.07 | 0.28 | NA | NA | … | … | -0.27 | 3.38 | -0.79 | -0.70 | -0.36 | 0.67 | 0.09 | 3.91 | 0.69 | 1.24 | 0.91 | -1.00 | -0.57 | -0.76 | -0.50 | -0.91 | 0.03 | 1.36 | -0.57 | 0.64 | 1.26 | 3.13 | -0.41 | 0.53 | 0.01 |
| Standard Deviation(%) | NA | 69.87 | 61.84 | 58.73 | 57.09 | NA | NA | … | … | 80.27 | 59.79 | 55.38 | 54.69 | 56.65 | 49.95 | 87.05 | 41.74 | 44.34 | 39.41 | 67.39 | 59.57 | 37.84 | 38.90 | 39.30 | 40.69 | 44.47 | 61.77 | 104.55 | 46.33 | 54.57 | 34.96 | 41.00 | 46.08 | 51.66 |
| Draw Down(%) | NA | 40.82 | 47.36 | 78.49 | 78.49 | NA | NA | … | … | 40.82 | 25.07 | 41.43 | 62.93 | 57.75 | 39.69 | 72.04 | 23.99 | 25.96 | 25.05 | 48.90 | 69.03 | 46.07 | 53.53 | 47.94 | 43.84 | 26.61 | 44.05 | 83.14 | 36.46 | 19.50 | 10.96 | 40.12 | 32.28 | 41.41 |
| Yield(%) | 0.00 | 5.97 | 4.60 | 5.75 | 17.13 | 2.98 | 3.35 | … | … | 3.09 | 10.99 | 2.01 | 2.95 | 11.46 | 14.04 | 2.29 | 3.10 | 1.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 1.54 | 2.48 | 0.00 | 4.77 | 7.59 | 2.65 | 3.57 | 2.90 | 4.47 | 3.76 |
Data as of 06/12/2026, Common starting date is 01/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANGPY (Valterra Platinum Limited) |
-39.28%
Dec 2012 – Dec 2015 |
-35.28%
Dec 2010 – Dec 2015 |
-17.24%
May 2007 – May 2017 |
-5.75%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANGPY (Valterra Platinum Limited) |
82.13%
Mar 2018 – Mar 2021 |
55.48%
Dec 2015 – Dec 2020 |
27.91%
Dec 2015 – Dec 2025 |
7.25%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison Chart