Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMPUY (Impala Platinum Holdings Ltd PK) | -23.53% | 58.69% | 13.98% | -4.56% | 17.26% | -3.11% | -0.40% | … | … |
Data as of 06/05/2026, Common starting date is 05/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMPUY (Impala Platinum Holdings Ltd PK) | 05/12/1997 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.46 | 58.69 | 13.98 | -4.56 | 17.26 | -3.11 | -0.40 | … | … | -23.53 | 236.44 | -4.47 | -58.75 | -4.08 | 11.96 | 42.37 | 307.97 | -3.09 | -18.04 | 86.98 | -73.92 | -44.76 | -40.76 | -2.05 | -39.97 | 32.22 | 89.21 | -54.77 | 39.04 | 54.81 | 83.65 | -1.82 | 62.61 | -5.00 | 34.48 | 24.92 | 206.60 | 39.47 | -8.98 |
| Sharpe Ratio | NA | 1.29 | 0.29 | -0.03 | 0.30 | NA | NA | … | … | -0.22 | 3.57 | -0.14 | -1.16 | -0.10 | 0.23 | 0.43 | 7.16 | -0.08 | -0.41 | 1.18 | -1.39 | -1.16 | -1.04 | -0.05 | -0.90 | 0.74 | 1.38 | -0.58 | 0.69 | 0.86 | 2.64 | -0.08 | 1.46 | -0.05 | 0.20 | 0.42 | 4.95 | 0.51 | -0.32 |
| Standard Deviation(%) | NA | 70.42 | 65.59 | 61.01 | 61.83 | NA | NA | … | … | 84.43 | 65.93 | 59.59 | 54.26 | 56.03 | 51.53 | 97.42 | 42.82 | 57.72 | 45.65 | 73.73 | 53.12 | 38.59 | 39.29 | 38.99 | 44.41 | 43.58 | 64.50 | 95.54 | 52.27 | 60.01 | 30.87 | 35.05 | 42.35 | 127.56 | 163.78 | 49.45 | 41.03 | 71.06 | 54.56 |
| Draw Down(%) | NA | 44.16 | 62.93 | 81.45 | 81.98 | NA | NA | … | … | 44.16 | 33.43 | 36.18 | 72.68 | 52.10 | 44.33 | 73.18 | 22.62 | 63.73 | 47.95 | 41.33 | 77.96 | 51.84 | 57.32 | 35.97 | 44.98 | 26.61 | 31.95 | 81.69 | 36.16 | 40.86 | 9.82 | 35.25 | 32.07 | 43.16 | 44.77 | 37.43 | 11.26 | 35.92 | 33.58 |
| Yield(%) | 0.00 | 4.40 | 1.70 | 2.64 | 10.57 | 1.07 | 2.05 | … | … | 1.50 | 1.89 | 0.00 | 2.50 | 6.85 | 10.23 | 3.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 | 1.09 | 2.05 | 1.75 | 2.30 | 5.08 | 5.40 | 8.67 | 4.22 | 3.63 | 11.47 | 5.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPUY (Impala Platinum Holdings Ltd PK) |
-55.97%
Dec 2012 – Dec 2015 |
-45.03%
Dec 2010 – Dec 2015 |
-26.65%
Jun 2008 – Jun 2018 |
-10.28%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMPUY (Impala Platinum Holdings Ltd PK) |
138.96%
Aug 2018 – Aug 2021 |
58.71%
Oct 1998 – Oct 2003 |
49.16%
Jun 1998 – Jun 2008 |
25.07%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison Chart