Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXXAF (Exxaro Resources Limited) | NA | -15.33% | nan% | 246.82% | 328.46% | NA | NA | … | … |
Data as of 05/15/2025, Common starting date is 03/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXXAF (Exxaro Resources Limited) | 03/21/2013 | 05/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | -15.33 | nan | 246.82 | 328.46 | NA | NA | … | … | -5.25 | -1.90 | -19.64 | -3,958.91 | -416.94 | 490.56 | -12,310.27 | -1,089.99 | 232.66 | 157.27 | -46.83 | -0.96 | 22.87 |
| Sharpe Ratio | NA | -0.22 | NA | NA | NA | NA | NA | … | … | -0.17 | -0.10 | -0.30 | NA | NA | 3.04 | NA | NA | 2.12 | 2.60 | -0.71 | -0.02 | 1.44 |
| Standard Deviation(%) | NA | 84.09 | NA | NA | NA | NA | NA | … | … | 97.74 | 93.25 | 81.83 | NA | NA | 159.97 | NA | NA | 110.35 | 60.44 | 66.06 | 45.17 | 20.93 |
| Draw Down(%) | NA | 23.84 | 492.66 | 1,422.63 | 2,413.54 | NA | NA | … | … | 21.10 | 19.18 | 36.65 | 3,843.72 | 241.27 | 9.60 | 10,745.40 | 1,089.99 | 0.00 | 0.00 | 58.05 | 25.30 | 4.05 |
| Yield(%) | 0.00 | 4.42 | 45.14 | 154.40 | 108.52 | 46.82 | 35.12 | … | … | 0.00 | 4.31 | 0.00 | 286.69 | 282.96 | 81.10 | 160.75 | 340.48 | 69.79 | 47.95 | 27.64 | 35.17 | 22.59 |
Data as of 05/15/2025, Common starting date is 03/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXXAF (Exxaro Resources Limited) |
10.54%
Apr 2013 – Apr 2016 |
239.91%
Apr 2020 – Apr 2025 |
328.42%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXXAF (Exxaro Resources Limited) |
2,146.89%
May 2019 – May 2022 |
1,444.15%
Nov 2017 – Nov 2022 |
354.89%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart