Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELMTY (Elementis PLC ADR) | -8.78% | 5.79% | 13.50% | -2.73% | -0.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELMTY (Elementis PLC ADR) | 09/30/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.79 | 13.50 | -2.73 | -0.52 | NA | NA | … | … | -8.78 | 15.57 | 14.53 | 12.03 | -16.89 | 11.52 | -25.04 | 7.78 | -45.71 | 87.55 | -19.54 | -5.59 | -3.92 | 8.09 |
| Sharpe Ratio | NA | 0.08 | 0.21 | -0.09 | -0.03 | NA | NA | … | … | -0.50 | 0.35 | 0.17 | 0.19 | -0.23 | 0.30 | -0.14 | 0.17 | -1.29 | 2.93 | -0.95 | -0.16 | -0.10 | 3.30 |
| Standard Deviation(%) | NA | 38.21 | 50.57 | 55.20 | 72.50 | NA | NA | … | … | 45.72 | 36.63 | 63.21 | 44.81 | 78.49 | 38.37 | 180.59 | 38.11 | 36.69 | 29.79 | 20.86 | 34.46 | 39.04 | 10.84 |
| Draw Down(%) | NA | 23.68 | 24.45 | 57.98 | 94.48 | NA | NA | … | … | 23.68 | 15.10 | 24.38 | 23.20 | 49.65 | 23.96 | 90.57 | 31.73 | 48.53 | 5.68 | 26.77 | 28.96 | 27.12 | 0.00 |
| Yield(%) | 0.00 | 2.37 | 2.34 | 0.84 | 2.58 | 1.97 | 1.48 | … | … | 1.43 | 2.37 | 1.30 | 0.00 | 0.00 | 0.00 | 2.42 | 3.67 | 7.40 | 6.06 | 3.01 | 3.84 | 2.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELMTY (Elementis PLC ADR) |
-39.30%
Apr 2017 – Apr 2020 |
-28.77%
Apr 2015 – Apr 2020 |
-5.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELMTY (Elementis PLC ADR) |
40.05%
Apr 2020 – Apr 2023 |
25.93%
Mar 2020 – Mar 2025 |
0.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart