Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILKAF (Iluka Resources Limited) | 52.03% | 126.42% | -6.96% | 0.46% | 3.87% | -4.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILKAF (Iluka Resources Limited) | 04/27/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.20 | 126.42 | -6.96 | 0.46 | 3.87 | -4.22 | NA | … | … | 52.03 | 36.25 | -34.65 | -27.28 | -5.15 | 88.04 | -40.30 | 26.78 | -30.16 | 48.59 | 45.71 | -17.90 | -36.37 | -12.68 | -39.31 | 70.26 | 102.20 |
| Sharpe Ratio | NA | 1.50 | -0.18 | -0.06 | 0.01 | NA | NA | … | … | 1.83 | 0.37 | -0.81 | -0.95 | -0.11 | 1.80 | -0.11 | 0.78 | -0.97 | 1.65 | 1.07 | -0.41 | -1.21 | -0.31 | -0.62 | 0.99 | 3.89 |
| Standard Deviation(%) | NA | 77.27 | 64.47 | 58.73 | 130.07 | NA | NA | … | … | 69.13 | 90.18 | 47.35 | 32.80 | 59.16 | 48.94 | 377.12 | 32.61 | 32.49 | 29.27 | 42.69 | 43.92 | 30.05 | 41.33 | 64.06 | 70.69 | 45.95 |
| Draw Down(%) | NA | 44.44 | 74.67 | 76.91 | 76.91 | NA | NA | … | … | 28.87 | 42.83 | 45.26 | 44.62 | 41.28 | 17.70 | 66.77 | 24.56 | 40.43 | 13.37 | 23.99 | 46.41 | 47.08 | 34.83 | 57.01 | 44.85 | 14.29 |
| Yield(%) | 0.00 | 2.47 | 1.07 | 2.41 | 2.90 | 1.18 | 3.31 | … | … | 1.28 | 2.23 | 2.38 | 2.34 | 4.22 | 3.66 | 1.23 | 1.73 | 4.87 | 1.32 | 6.02 | 3.96 | 1.70 | 1.69 | 4.92 | 0.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILKAF (Iluka Resources Limited) |
-31.77%
Jan 2012 – Jan 2015 |
-21.25%
Oct 2011 – Oct 2016 |
-7.39%
Jul 2011 – Jul 2021 |
-4.29%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILKAF (Iluka Resources Limited) |
36.07%
May 2010 – May 2013 |
13.21%
Sep 2015 – Sep 2020 |
6.40%
Jun 2010 – Jun 2020 |
1.51%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart