Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSUMF (Fortescue Metals Group Ltd) | 5.77% | 65.85% | 22.99% | 14.79% | 40.27% | 17.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSUMF (Fortescue Metals Group Ltd) | 06/25/2008 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.34 | 65.85 | 22.99 | 14.79 | 40.27 | 17.89 | NA | … | … | 5.77 | 45.96 | -28.73 | 72.48 | 16.49 | -3.44 | 193.55 | 198.63 | -16.84 | 0.93 | 234.43 | -37.17 | -55.01 | 8.42 | 13.99 | -34.17 | 72.94 | 189.55 | -88.19 |
| Sharpe Ratio | NA | 2.37 | 0.66 | 0.37 | 0.94 | NA | NA | … | … | 1.29 | 1.14 | -0.84 | 1.94 | 0.31 | -0.08 | 3.35 | 4.36 | -0.48 | 0.01 | 3.59 | -0.52 | -1.25 | 0.17 | 0.26 | -0.65 | 1.28 | 2.15 | -0.58 |
| Standard Deviation(%) | NA | 31.44 | 36.95 | 40.70 | 44.07 | NA | NA | … | … | 29.86 | 38.11 | 38.30 | 35.88 | 48.72 | 45.90 | 57.29 | 45.21 | 38.11 | 46.84 | 65.32 | 70.95 | 44.09 | 48.49 | 53.83 | 52.46 | 56.83 | 88.27 | 171.26 |
| Draw Down(%) | NA | 9.58 | 41.68 | 41.68 | 45.44 | NA | NA | … | … | 8.61 | 24.64 | 38.25 | 20.19 | 36.64 | 39.55 | 30.97 | 29.83 | 35.98 | 35.03 | 25.71 | 49.00 | 61.92 | 50.91 | 50.33 | 46.23 | 44.20 | 29.52 | 93.50 |
| Yield(%) | 0.00 | 14.54 | 16.55 | 12.90 | 70.44 | 16.68 | 7.52 | … | … | 6.93 | 10.06 | 12.50 | 19.07 | 14.73 | 19.05 | 23.31 | 30.20 | 6.16 | 11.01 | 11.94 | 2.18 | 4.43 | 1.93 | 1.73 | 1.50 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUMF (Fortescue Metals Group Ltd) |
-35.13%
Mar 2012 – Mar 2015 |
-25.97%
Jan 2011 – Jan 2016 |
-5.99%
Jul 2008 – Jul 2018 |
12.50%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUMF (Fortescue Metals Group Ltd) |
110.96%
Jul 2018 – Jul 2021 |
90.29%
Jan 2016 – Jan 2021 |
49.02%
Jan 2016 – Jan 2026 |
31.80%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart