Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWCMF (Alumina Limited) | NA | 23.33% | 0.23% | -1.15% | 3.77% | NA | NA | … | … |
Data as of 08/06/2024, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWCMF (Alumina Limited) | 05/16/2012 | 08/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.33 | 0.23 | -1.15 | 3.77 | NA | NA | … | … | 94.74 | -43.00 | -19.37 | 4.31 | -7.08 | 4.73 | -4.40 | 54.28 | 73.10 | -38.43 | 44.00 | 6.38 | -4.08 |
| Sharpe Ratio | NA | 0.34 | -0.05 | -0.06 | 0.06 | NA | NA | … | … | 4.12 | -0.92 | -0.49 | 0.13 | -0.13 | 0.15 | -0.18 | 2.61 | 1.93 | -0.75 | 1.29 | 0.15 | -0.08 |
| Standard Deviation(%) | NA | 58.14 | 46.48 | 45.26 | 40.58 | NA | NA | … | … | 49.24 | 51.44 | 42.11 | 33.85 | 55.02 | 22.72 | 32.47 | 20.69 | 37.73 | 51.41 | 34.19 | 42.94 | 77.56 |
| Draw Down(%) | NA | 45.56 | 68.63 | 68.63 | 70.78 | NA | NA | … | … | 11.29 | 59.17 | 45.05 | 24.12 | 45.07 | 19.55 | 27.15 | 5.03 | 16.52 | 48.59 | 11.76 | 37.04 | 31.63 |
| Yield(%) | 0.00 | 0.00 | 4.00 | 4.32 | 5.81 | 5.61 | 4.21 | … | … | 0.00 | 0.00 | 7.41 | 5.69 | 5.90 | 3.73 | 12.95 | 6.92 | 8.43 | 5.56 | 0.00 | 0.00 | 0.00 |
Data as of 08/06/2024, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWCMF (Alumina Limited) |
-22.57%
Nov 2020 – Nov 2023 |
-16.08%
Oct 2018 – Oct 2023 |
0.55%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWCMF (Alumina Limited) |
49.64%
Sep 2015 – Sep 2018 |
25.69%
Aug 2013 – Aug 2018 |
10.86%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart