Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APEMY (Aperam PK) | 50.49% | 115.87% | 30.03% | 8.06% | 10.45% | 8.35% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APEMY (Aperam PK) | 02/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.07 | 115.87 | 30.03 | 8.06 | 10.45 | 8.35 | NA | … | … | 50.49 | 71.33 | -22.22 | 23.17 | -38.24 | 35.07 | 40.41 | 27.52 | -44.72 | 14.85 | 33.17 | 20.73 | 58.90 | 17.23 | 16.78 | -64.17 |
| Sharpe Ratio | NA | 2.46 | 0.59 | 0.14 | 0.22 | NA | NA | … | … | 2.85 | 1.68 | -0.57 | 0.56 | -0.74 | 1.09 | 0.83 | 0.56 | -1.31 | 0.59 | 0.93 | 0.41 | 1.40 | 0.48 | 0.31 | -1.11 |
| Standard Deviation(%) | NA | 43.39 | 43.69 | 44.45 | 41.49 | NA | NA | … | … | 57.00 | 40.95 | 45.53 | 35.11 | 53.99 | 32.28 | 48.28 | 46.47 | 35.31 | 23.99 | 35.52 | 51.07 | 42.06 | 35.66 | 53.89 | 60.92 |
| Draw Down(%) | NA | 27.61 | 28.26 | 61.22 | 67.01 | NA | NA | … | … | 27.61 | 26.09 | 27.42 | 32.14 | 61.22 | 24.83 | 49.84 | 34.87 | 56.74 | 17.00 | 22.66 | 43.02 | 30.92 | 34.52 | 51.96 | 69.53 |
| Yield(%) | 0.00 | 7.56 | 6.36 | 3.82 | 4.96 | 4.05 | 2.69 | … | … | 2.82 | 8.19 | 6.19 | 6.56 | 4.20 | 4.88 | 6.03 | 7.38 | 3.38 | 3.34 | 3.62 | 0.00 | 0.00 | 0.00 | 5.08 | 1.87 |
Data as of 06/03/2026, Common starting date is 02/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEMY (Aperam PK) |
-21.63%
Mar 2017 – Mar 2020 |
-9.12%
Sep 2017 – Sep 2022 |
1.89%
Jun 2014 – Jun 2024 |
4.26%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APEMY (Aperam PK) |
55.49%
May 2012 – May 2015 |
35.52%
May 2012 – May 2017 |
18.31%
Dec 2011 – Dec 2021 |
8.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart