Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KIROY (Kumba Iron Ore Ltd PK) | -3.88% | 33.91% | 4.00% | -5.37% | 25.97% | -5.75% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KIROY (Kumba Iron Ore Ltd PK) | 01/31/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.43 | 33.91 | 4.00 | -5.37 | 25.97 | -5.75 | NA | … | … | -3.88 | 38.34 | -42.78 | 28.10 | 13.23 | -17.75 | 61.35 | 71.02 | -29.22 | 188.98 | 391.03 | -88.07 | -45.14 | -34.73 | -60.40 | 3.47 | 66.23 | 163.59 | -51.07 |
| Sharpe Ratio | NA | 0.72 | 0.09 | -0.12 | 0.50 | NA | NA | … | … | -0.10 | 0.83 | -0.97 | 0.51 | 0.18 | -0.36 | 0.95 | 1.59 | -0.69 | 3.43 | 4.01 | -1.25 | -1.21 | -1.02 | -0.52 | 0.08 | 1.63 | 2.20 | -0.49 |
| Standard Deviation(%) | NA | 41.57 | 46.20 | 50.75 | 52.86 | NA | NA | … | … | 45.71 | 42.89 | 47.88 | 48.48 | 64.84 | 48.97 | 63.69 | 43.65 | 44.31 | 55.22 | 97.35 | 70.71 | 37.44 | 34.04 | 115.97 | 42.60 | 40.63 | 74.36 | 111.61 |
| Draw Down(%) | NA | 23.22 | 49.74 | 57.60 | 57.60 | NA | NA | … | … | 23.22 | 27.68 | 43.29 | 32.62 | 57.14 | 48.12 | 50.48 | 29.53 | 40.74 | 37.39 | 47.37 | 90.30 | 49.06 | 42.82 | 74.68 | 32.99 | 26.45 | 37.57 | 80.33 |
| Yield(%) | 0.00 | 11.82 | 8.97 | 6.81 | 47.90 | 4.39 | 6.96 | … | … | 4.43 | 11.52 | 7.03 | 7.22 | 13.05 | 17.12 | 7.70 | 17.16 | 7.60 | 10.44 | 0.00 | 3.22 | 8.00 | 5.00 | 8.09 | 9.20 | 6.31 | 12.83 | 4.00 |
Data as of 06/04/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIROY (Kumba Iron Ore Ltd PK) |
-65.15%
Jan 2013 – Jan 2016 |
-55.55%
Jan 2011 – Jan 2016 |
-12.81%
Mar 2010 – Mar 2020 |
-6.46%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KIROY (Kumba Iron Ore Ltd PK) |
137.33%
Jan 2016 – Jan 2019 |
94.33%
Dec 2015 – Dec 2020 |
39.96%
Jan 2016 – Jan 2026 |
7.38%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart