Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLNCY (Glencore PLC ADR) | -5.55% | -27.60% | -0.72% | 17.43% | 5.49% | NA | NA | -0.10% |
Data as of 07/18/2025, AR inception is 02/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLNCY (Glencore PLC ADR) | 02/07/2012 | 07/18/2025 |
| 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 (%) | -3.33 | -27.60 | -0.72 | 17.43 | 5.49 | NA | NA | -0.10 | -5.55 | -25.38 | -1.13 | 40.92 | 66.84 | 7.80 | -9.54 | -27.28 | 57.08 | 156.27 | -69.67 | -8.72 | -7.85 | -17.26 |
| Sharpe Ratio | NA | -0.86 | -0.10 | 0.46 | 0.09 | NA | NA | -0.02 | -0.17 | -1.10 | -0.16 | 0.93 | 1.82 | 0.12 | -0.35 | -0.78 | 1.95 | 2.37 | -0.99 | -0.34 | -0.24 | -0.48 |
| Standard Deviation(%) | NA | 38.25 | 35.74 | 37.20 | 46.51 | NA | NA | 43.65 | 43.01 | 29.18 | 34.56 | 42.84 | 36.79 | 60.31 | 31.68 | 37.01 | 29.13 | 65.94 | 70.27 | 25.85 | 32.66 | 40.10 |
| Draw Down(%) | NA | 52.12 | 54.06 | 54.06 | 75.72 | NA | NA | 83.99 | 37.74 | 30.40 | 30.12 | 30.66 | 16.54 | 59.52 | 38.47 | 37.93 | 17.84 | 25.83 | 77.85 | 31.37 | 39.32 | 36.29 |
| Yield(%) | 0.00 | 1.99 | 6.32 | 10.70 | 5.01 | 2.29 | 1.72 | 2.65 | 1.13 | 2.21 | 8.00 | 7.28 | 4.89 | 3.17 | 5.62 | 3.73 | 2.02 | 0.00 | 4.52 | 3.37 | 2.63 | 2.14 |
Data as of 07/18/2025, AR inception is 02/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNCY (Glencore PLC ADR) |
-38.65%
Jan 2013 - Jan 2016 |
-15.96%
Mar 2015 - Mar 2020 |
0.53%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNCY (Glencore PLC ADR) |
65.64%
Mar 2020 - Mar 2023 |
26.73%
Mar 2020 - Mar 2025 |
8.08%
Jul 2013 - Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart