Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGHPF (KGHM Polska Miedz S.A) | NA | 44.61% | -5.74% | 13.73% | 4.83% | NA | NA | … | … |
Data as of 06/26/2024, Common starting date is 03/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGHPF (KGHM Polska Miedz S.A) | 03/08/2013 | 06/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.61 | -5.74 | 13.73 | 4.83 | NA | NA | … | … | 34.52 | 3.59 | 2.89 | -35.72 | 121.08 | -6.63 | -16.08 | 47.20 | 11.15 | -42.41 | 17.94 | -16.85 |
| Sharpe Ratio | NA | 1.20 | -0.15 | 0.20 | 0.07 | NA | NA | … | … | 1.88 | -0.02 | 0.02 | -1.15 | 1.44 | -0.24 | -0.99 | 1.38 | 0.19 | -0.82 | 0.94 | -0.40 |
| Standard Deviation(%) | NA | 33.92 | 55.64 | 59.05 | 50.01 | NA | NA | … | … | 43.08 | 31.39 | 80.80 | 30.99 | 83.27 | 32.84 | 17.57 | 33.84 | 57.27 | 51.53 | 19.12 | 50.67 |
| Draw Down(%) | NA | 11.34 | 64.65 | 64.65 | 65.88 | NA | NA | … | … | 10.34 | 21.25 | 56.78 | 41.59 | 43.82 | 23.48 | 16.08 | 0.00 | 36.80 | 49.87 | 6.27 | 32.59 |
| Yield(%) | 0.00 | 3.59 | 2.46 | 4.92 | 3.73 | 3.07 | 2.30 | … | … | 0.00 | 3.46 | 8.86 | 2.97 | 4.06 | 0.00 | 0.00 | 2.30 | 7.06 | 5.14 | 13.33 | 17.85 |
Data as of 06/26/2024, Common starting date is 03/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGHPF (KGHM Polska Miedz S.A) |
-20.72%
Apr 2013 – Apr 2016 |
-17.02%
May 2015 – May 2020 |
0.20%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGHPF (KGHM Polska Miedz S.A) |
38.50%
Apr 2020 – Apr 2023 |
36.31%
Jan 2016 – Jan 2021 |
5.88%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart