Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GFIOF (Gold Fields Limited) | 82.62% | 114.64% | 167.61% | 107.50% | 68.55% | NA | NA | 33.19% |
Data as of 07/03/2025, AR inception is 09/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GFIOF (Gold Fields Limited) | 09/23/2010 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 114.64 | 167.61 | 107.50 | 68.55 | NA | NA | 33.19 | 82.62 | 61.19 | 259.45 | 99.58 | 53.11 | 83.50 | 119.36 | -4.92 | 34.59 | 29.11 | -34.58 | 57.88 | -77.74 | 11.88 |
| Sharpe Ratio | NA | 1.94 | 2.17 | 1.44 | 0.98 | NA | NA | 0.46 | 4.61 | 0.91 | 2.84 | 1.28 | 0.77 | 0.91 | 2.52 | -0.14 | 1.01 | 0.32 | -0.73 | 1.22 | -1.00 | 0.33 |
| Standard Deviation(%) | NA | 57.33 | 75.56 | 73.35 | 68.18 | NA | NA | 65.90 | 50.03 | 63.15 | 91.22 | 74.60 | 71.25 | 91.13 | 46.83 | 46.19 | 33.85 | 90.83 | 47.22 | 47.55 | 77.80 | 15.34 |
| Draw Down(%) | NA | 27.07 | 35.32 | 50.56 | 56.81 | NA | NA | 78.55 | 17.33 | 27.07 | 35.32 | 50.56 | 26.56 | 42.61 | 13.41 | 39.23 | 15.96 | 53.59 | 55.53 | 27.70 | 77.74 | 0.00 |
| Yield(%) | 0.00 | 24.26 | 65.77 | 61.89 | 86.20 | 13.36 | 10.02 | 14.32 | 2.87 | 53.25 | 73.69 | 54.68 | 25.16 | 19.44 | 18.48 | 12.75 | 2.63 | 26.49 | 5.52 | 13.73 | 4.98 | 10.62 |
Data as of 07/03/2025, AR inception is 09/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFIOF (Gold Fields Limited) |
-40.14%
Nov 2012 - Nov 2015 |
-16.97%
Nov 2012 - Nov 2017 |
9.46%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GFIOF (Gold Fields Limited) |
172.14%
Apr 2021 - Apr 2024 |
134.61%
Apr 2020 - Apr 2025 |
68.55%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart