Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KZMYY (KAZ Minerals PLC) | NA | 57.81% | 26.58% | 38.02% | NA | NA | NA | … | … |
Data as of 09/03/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KZMYY (KAZ Minerals PLC) | 06/19/2012 | 09/03/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 57.81 | 26.58 | 38.02 | NA | NA | NA | … | … | 30.91 | 20.55 | 10.27 | -37.61 | 361.30 | 57.53 | -61.17 | 14.63 | -72.89 | -21.73 |
| Sharpe Ratio | NA | 1.94 | 0.42 | 0.53 | NA | NA | NA | … | … | 1.84 | 0.27 | 0.16 | -0.53 | 3.59 | 1.00 | -0.83 | 0.29 | -1.22 | -0.46 |
| Standard Deviation(%) | NA | 29.72 | 59.82 | 70.45 | NA | NA | NA | … | … | 26.66 | 76.05 | 54.19 | 73.25 | 101.31 | 56.80 | 73.49 | 50.30 | 59.88 | 81.39 |
| Draw Down(%) | NA | 14.66 | 68.91 | 78.93 | NA | NA | NA | … | … | 9.72 | 58.47 | 54.26 | 62.95 | 28.12 | 29.31 | 64.22 | 27.69 | 73.39 | 39.33 |
| Yield(%) | 0.00 | 4.25 | 3.23 | 4.78 | 0.43 | 0.28 | 0.21 | … | … | 2.93 | 1.67 | 1.49 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.66 | 0.19 |
Data as of 09/03/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KZMYY (KAZ Minerals PLC) |
-50.59%
Dec 2012 – Dec 2015 |
-8.86%
Jul 2012 – Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KZMYY (KAZ Minerals PLC) |
75.56%
Jan 2016 – Jan 2019 |
47.63%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart