Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGRAY (Energy Resources Of Australia Ltd ADR) | NA | -47.57% | 1.60% | -24.11% | -19.57% | NA | NA | … | … |
Data as of 02/09/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGRAY (Energy Resources Of Australia Ltd ADR) | 06/19/2012 | 02/09/2024 |
| 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 (%) | 669.00 | -47.57 | 1.60 | -24.11 | -19.57 | NA | NA | … | … | 28.17 | -59.09 | 80.00 | 11.11 | -70.72 | -17.99 | 101.35 | -76.55 | 0.00 | 0.00 | -4.76 | -16.00 | 0.00 |
| Sharpe Ratio | NA | -0.08 | 0.00 | -0.09 | -0.10 | NA | NA | … | … | 1.04 | -0.11 | 1.05 | 0.10 | -0.70 | -0.27 | 1.43 | -0.75 | 0.00 | 0.00 | -0.32 | -0.92 | 0.00 |
| Standard Deviation(%) | NA | 630.17 | 369.33 | 290.98 | 209.33 | NA | NA | … | … | 797.28 | 577.56 | 75.08 | 112.84 | 101.68 | 70.67 | 70.13 | 102.58 | NA | NA | 15.05 | 17.44 | NA |
| Draw Down(%) | NA | 96.30 | 96.30 | 96.73 | 98.63 | NA | NA | … | … | 83.33 | 92.22 | 26.47 | 52.38 | 70.72 | 46.47 | 0.00 | 76.55 | 0.00 | 0.00 | 14.07 | 16.00 | 0.00 |
| Yield(%) | 0.00 | 27.78 | 18.52 | 2.82 | 0.63 | 0.36 | 0.27 | … | … | 0.00 | 27.78 | 0.00 | 0.00 | 0.00 | 5.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/09/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGRAY (Energy Resources Of Australia Ltd ADR) |
-54.75%
Sep 2020 – Sep 2023 |
-49.53%
Jan 2019 – Jan 2024 |
-34.42%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGRAY (Energy Resources Of Australia Ltd ADR) |
18.20%
Oct 2017 – Oct 2020 |
-0.67%
Nov 2017 – Nov 2022 |
-10.39%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart