Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGRAF (Energy Resources of Australia Ltd) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 09/12/2024, Common starting date is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGRAF (Energy Resources of Australia Ltd) | 02/28/2005 | 09/12/2024 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | -60.00 | -44.44 | -12.90 | 158.33 | -2.83 | -75.71 | 125.81 | 29.17 | -77.82 | -8.11 | -13.28 | 6.67 | -89.65 | -45.33 | 69.22 | -22.95 | 1.43 | 142.07 | -27.22 |
| Sharpe Ratio | NA | -0.01 | -0.23 | -0.17 | -0.21 | NA | NA | … | … | -0.28 | -0.16 | -0.57 | -0.11 | 1.46 | -0.05 | -0.85 | 1.30 | 0.26 | -0.57 | -0.16 | -0.22 | 0.10 | -1.13 | -0.89 | 1.36 | -0.26 | -0.03 | 2.37 | -0.47 |
| Standard Deviation(%) | NA | 341.22 | 285.48 | 232.52 | 179.49 | NA | NA | … | … | 339.56 | 395.93 | 81.13 | 119.10 | 107.38 | 81.83 | 90.23 | 96.99 | 112.31 | 137.51 | 49.35 | 60.57 | 67.37 | 79.71 | 51.06 | 50.99 | 92.38 | 60.95 | 58.91 | 71.60 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 94.74 | 64.52 | 54.84 | 41.67 | 40.91 | 77.03 | 41.67 | 31.03 | 85.86 | 32.37 | 40.14 | 37.22 | 90.56 | 50.82 | 27.44 | 73.36 | 47.20 | 34.58 | 48.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 2.66 | 1.93 | 0.73 | 2.62 | 0.68 |
Data as of 09/12/2024, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGRAF (Energy Resources of Australia Ltd) |
-62.52%
Jul 2021 – Jul 2024 |
-55.53%
Oct 2010 – Oct 2015 |
-40.09%
Sep 2009 – Sep 2019 |
-38.76%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGRAF (Energy Resources of Australia Ltd) |
42.59%
May 2005 – May 2008 |
19.14%
Mar 2005 – Mar 2010 |
-10.61%
Mar 2012 – Mar 2022 |
-16.60%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart