Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LGSXY (Light SA ADR) -48.89% -61.34% -18.83% -33.80% -15.97% -19.69% NA
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
Name Start Date End Date
LGSXY (Light SA ADR) 01/21/2010 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
Annualized Return (%) -26.98 -61.34 -18.83 -33.80 -15.97 -19.69 NA -48.89 13.70 -52.29 86.59 -61.88 -51.93 -17.93 28.24 -7.02 -8.97 136.72 -62.04 -22.55 -16.24 -23.01 13.13 22.98
Sharpe Ratio NA -0.56 -0.26 -0.35 -0.15 NA NA -0.67 0.09 -0.72 0.82 -0.55 -0.51 -0.08 0.19 -0.14 -0.21 1.96 -1.21 -0.53 -0.49 -0.64 0.33 0.66
Standard Deviation(%) NA 111.40 100.85 105.28 119.27 NA NA 125.89 118.43 81.70 101.99 116.34 102.06 230.79 139.46 60.02 46.68 69.54 51.40 42.80 33.21 36.01 39.38 36.84
Draw Down(%) NA 68.35 77.55 89.77 96.20 NA NA 60.00 43.17 58.17 59.60 65.77 62.72 75.05 60.91 46.04 36.75 30.88 62.89 43.51 38.73 39.09 28.64 24.93
Yield(%) 0.00 0.00 0.00 0.28 0.80 1.16 2.19 0.00 0.00 0.00 0.00 2.32 1.68 0.00 1.14 0.79 0.00 0.54 4.05 8.67 4.14 6.46 8.95 15.12
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGSXY (Light SA ADR) -54.21%
Jul 2019 – Jul 2022
-40.57%
Jul 2019 – Jul 2024
-23.72%
Feb 2013 – Feb 2023
-19.82%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGSXY (Light SA ADR) 41.38%
Jan 2016 – Jan 2019
20.85%
Jan 2016 – Jan 2021
-4.79%
Feb 2010 – Feb 2020
-10.89%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return