Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BLSFY (BlueScope Steel Ltd ADR) | 26.16% | 12.38% | 9.90% | 15.12% | 19.84% | 1.86% | NA | 0.75% |
Data as of 08/06/2025, AR inception is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLSFY (BlueScope Steel Ltd ADR) | 01/21/2010 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.19 | 12.38 | 9.90 | 15.12 | 19.84 | 1.86 | NA | 0.75 | 26.16 | -25.65 | 43.32 | -22.72 | 64.31 | -3.25 | 27.65 | -31.52 | 64.73 | 119.98 | -28.58 | -9.63 | 44.72 | 49.66 | -82.32 | -13.48 |
| Sharpe Ratio | NA | 0.22 | 0.21 | 0.20 | 0.30 | NA | NA | 0.01 | 1.64 | -0.55 | 0.72 | -0.49 | 1.05 | -0.02 | 1.04 | -1.03 | 1.40 | 2.14 | -0.57 | -0.30 | 1.67 | 0.86 | -0.95 | -0.36 |
| Standard Deviation(%) | NA | 61.08 | 53.96 | 79.44 | 66.89 | NA | NA | 62.84 | 51.13 | 53.14 | 55.24 | 49.04 | 61.41 | 155.22 | 25.12 | 31.99 | 45.89 | 55.86 | 50.62 | 31.84 | 26.80 | 58.10 | 86.63 | 39.38 |
| Draw Down(%) | NA | 25.81 | 26.02 | 46.48 | 60.54 | NA | NA | 89.40 | 25.81 | 25.65 | 22.12 | 40.62 | 25.44 | 46.44 | 17.18 | 42.53 | 23.36 | 19.86 | 48.96 | 31.17 | 0.00 | 40.00 | 84.41 | 36.37 |
| Yield(%) | 0.00 | 2.97 | 3.01 | 4.16 | 7.34 | 1.22 | 0.78 | 1.04 | 1.56 | 2.30 | 2.94 | 2.37 | 3.91 | 0.99 | 1.23 | 0.89 | 0.99 | 1.42 | 0.96 | 0.00 | 0.00 | 0.00 | 1.27 | 1.66 |
Data as of 08/06/2025, AR inception is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLSFY (BlueScope Steel Ltd ADR) |
-33.67%
Mar 2010 - Mar 2013 |
-25.86%
Jun 2010 - Jun 2015 |
-9.17%
Mar 2010 - Mar 2020 |
1.10%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLSFY (BlueScope Steel Ltd ADR) |
78.05%
Jun 2015 - Jun 2018 |
45.90%
Jul 2012 - Jul 2017 |
22.41%
May 2012 - May 2022 |
3.40%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart