Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILKAY (Iluka Resources Ltd ADR) | 30.12% | 97.09% | -12.42% | -2.25% | 9.72% | -2.07% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILKAY (Iluka Resources Ltd ADR) | 02/07/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.42 | 97.09 | -12.42 | -2.25 | 9.72 | -2.07 | NA | … | … | 30.12 | 25.13 | -29.71 | -28.74 | -5.58 | 77.47 | 22.67 | 6.53 | -17.53 | 44.17 | 29.19 | -9.94 | -35.81 | -17.84 | -35.36 | 66.89 |
| Sharpe Ratio | NA | 1.38 | -0.20 | -0.03 | 0.15 | NA | NA | … | … | 1.86 | 0.32 | -0.53 | -0.88 | -0.13 | 0.99 | 0.20 | 0.13 | -0.69 | 1.81 | 0.71 | -0.23 | -1.23 | -0.43 | -0.62 | 1.12 |
| Standard Deviation(%) | NA | 68.50 | 62.10 | 58.70 | 60.84 | NA | NA | … | … | 66.14 | 70.21 | 62.90 | 37.22 | 55.33 | 78.02 | 112.04 | 37.63 | 27.31 | 24.22 | 41.03 | 42.70 | 29.10 | 41.12 | 57.06 | 68.36 |
| Draw Down(%) | NA | 42.77 | 77.28 | 78.34 | 78.34 | NA | NA | … | … | 28.33 | 45.88 | 43.05 | 47.31 | 38.63 | 18.97 | 50.84 | 36.95 | 33.72 | 11.74 | 23.09 | 38.85 | 48.09 | 35.65 | 57.03 | 39.21 |
| Yield(%) | 0.00 | 1.33 | 0.57 | 2.60 | 9.76 | 2.20 | 3.19 | … | … | 0.54 | 1.20 | 1.18 | 2.47 | 6.40 | 2.01 | 48.08 | 2.76 | 3.52 | 0.89 | 3.80 | 3.01 | 1.18 | 1.59 | 5.47 | 3.06 |
Data as of 06/05/2026, Common starting date is 02/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILKAY (Iluka Resources Ltd ADR) |
-31.74%
Jan 2012 – Jan 2015 |
-21.56%
Jul 2011 – Jul 2016 |
-3.07%
Jul 2011 – Jul 2021 |
-1.17%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILKAY (Iluka Resources Ltd ADR) |
50.32%
Apr 2020 – Apr 2023 |
26.09%
Oct 2016 – Oct 2021 |
11.45%
Apr 2016 – Apr 2026 |
0.57%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart