Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APMSF (Aperam SA) | NA | 30.13% | -2.27% | 16.59% | 2.31% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APMSF (Aperam SA) | 09/17/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.13 | -2.27 | 16.59 | 2.31 | NA | NA | … | … | 24.72 | -6.68 | 23.35 | -40.54 | 146.38 | -15.33 | -47.95 | 11.23 | 15.35 | 5.69 | 40.89 | 103.74 | 0.00 |
| Sharpe Ratio | NA | 1.76 | -0.19 | 0.32 | 0.02 | NA | NA | … | … | 1.82 | -0.66 | 1.45 | -0.77 | 1.81 | -0.59 | -0.53 | 1.31 | 1.33 | 0.11 | 1.69 | 1.46 | 0.00 |
| Standard Deviation(%) | NA | 15.42 | 30.07 | 45.09 | 47.07 | NA | NA | … | … | 17.65 | 15.52 | 13.72 | 54.78 | 81.00 | 26.16 | 92.53 | 7.53 | 11.07 | 50.75 | 24.21 | 71.17 | NA |
| Draw Down(%) | NA | 0.00 | 36.33 | 42.45 | 59.68 | NA | NA | … | … | 0.00 | 14.03 | 0.00 | 42.45 | 0.00 | 22.72 | 59.45 | 0.00 | 0.00 | 29.52 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 12.72 | 6.14 | 11.67 | 4.47 | 8.56 | 6.42 | … | … | 8.52 | 9.00 | 8.41 | 4.64 | 9.57 | 7.40 | 3.24 | 3.56 | 3.36 | 2.78 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APMSF (Aperam SA) |
-21.15%
Nov 2017 – Nov 2020 |
-10.65%
May 2015 – May 2020 |
1.94%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APMSF (Aperam SA) |
45.98%
Aug 2014 – Aug 2017 |
31.66%
May 2014 – May 2019 |
12.13%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart