Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHPLF (BHP Group Limited) | 54.54% | 98.07% | 26.53% | 18.61% | 23.77% | 7.50% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/31/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHPLF (BHP Group Limited) | 07/31/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.50 | 98.07 | 26.53 | 18.61 | 23.77 | 7.50 | NA | … | … | 54.54 | 37.00 | -23.38 | 26.96 | 28.75 | 12.73 | 11.27 | 25.37 | 13.26 | 37.09 | 43.17 | -42.80 | -26.61 | -12.81 | 13.76 | -23.76 | 27.05 | 20.04 |
| Sharpe Ratio | NA | 1.34 | 0.39 | 0.30 | 0.42 | NA | NA | … | … | 2.82 | 0.51 | -0.46 | 0.58 | 0.55 | 0.24 | 0.13 | 0.77 | 0.34 | 1.20 | 0.83 | -0.98 | -1.01 | -0.51 | 0.49 | -0.60 | 0.81 | 1.71 |
| Standard Deviation(%) | NA | 64.93 | 59.60 | 54.06 | 52.38 | NA | NA | … | … | 59.59 | 67.81 | 59.33 | 40.21 | 49.66 | 52.85 | 83.03 | 31.00 | 35.24 | 30.39 | 52.06 | 43.61 | 26.35 | 25.14 | 28.08 | 39.51 | 33.35 | 31.71 |
| Draw Down(%) | NA | 19.78 | 34.31 | 34.31 | 48.54 | NA | NA | … | … | 19.78 | 23.92 | 27.13 | 19.10 | 32.01 | 32.77 | 48.54 | 19.90 | 14.75 | 17.65 | 24.49 | 52.91 | 37.65 | 29.25 | 25.42 | 36.11 | 27.99 | 10.82 |
| Yield(%) | 0.00 | 9.62 | 8.56 | 9.48 | 18.11 | 4.22 | 4.84 | … | … | 6.27 | 7.47 | 8.37 | 7.81 | 17.01 | 14.34 | 3.75 | 14.12 | 7.12 | 6.38 | 3.40 | 3.72 | 5.03 | 1.38 | 1.43 | 0.95 | 1.02 | 1.25 |
Data as of 06/03/2026, Common starting date is 07/31/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHPLF (BHP Group Limited) |
-32.47%
Jan 2013 – Jan 2016 |
-22.48%
Feb 2011 – Feb 2016 |
-3.84%
Mar 2010 – Mar 2020 |
3.52%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHPLF (BHP Group Limited) |
42.80%
Jan 2016 – Jan 2019 |
32.59%
Jan 2016 – Jan 2021 |
23.72%
Feb 2016 – Feb 2026 |
7.32%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart