Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSRCY (First Resources Ltd ADR) | NA | 28.76% | 12.80% | 8.80% | 1.21% | NA | NA | … | … |
Data as of 09/16/2025, Common starting date is 09/09/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRCY (First Resources Ltd ADR) | 09/09/2014 | 09/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 28.76 | 12.80 | 8.80 | 1.21 | NA | NA | … | … | 34.29 | 1.13 | 5.69 | 5.11 | 1.03 | 0.00 | 1.29 | -26.97 | 0.00 | 0.00 | 0.00 | -3.75 |
| Sharpe Ratio | NA | 0.85 | 0.34 | 0.13 | -0.01 | NA | NA | … | … | 1.63 | -0.07 | 0.10 | 0.04 | 0.05 | -0.01 | -0.15 | -0.90 | 0.00 | 0.00 | 0.00 | -1.51 |
| Standard Deviation(%) | NA | 30.37 | 27.53 | 51.36 | 37.26 | NA | NA | … | … | 28.86 | 33.84 | 20.89 | 89.01 | 18.39 | 49.37 | 1.28 | 31.49 | NA | NA | NA | 7.63 |
| Draw Down(%) | NA | 11.50 | 13.30 | 34.72 | 39.98 | NA | NA | … | … | 4.62 | 10.50 | 8.77 | 34.72 | 14.23 | 18.86 | 0.00 | 26.97 | 0.00 | 0.00 | 0.00 | 5.37 |
| Yield(%) | 0.00 | 7.65 | 7.19 | 5.66 | 2.16 | 1.39 | 1.04 | … | … | 8.06 | 4.98 | 9.48 | 4.91 | 2.10 | 0.00 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/16/2025, Common starting date is 09/09/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRCY (First Resources Ltd ADR) |
-11.15%
Mar 2018 – Mar 2021 |
-7.48%
Jul 2017 – Jul 2022 |
-1.73%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRCY (First Resources Ltd ADR) |
10.55%
Jul 2022 – Jul 2025 |
5.06%
Aug 2020 – Aug 2025 |
-0.55%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart