Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MALRF (Mineral Resources Limited) | 50.00% | 238.71% | 4.58% | 9.20% | 30.01% | 15.24% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MALRF (Mineral Resources Limited) | 04/18/2008 | 06/03/2026 |
| 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 (%) | 22.09 | 238.71 | 4.58 | 9.20 | 30.01 | 15.24 | NA | … | … | 50.00 | 65.09 | -54.62 | -6.88 | 27.91 | 85.76 | 119.90 | 24.25 | -32.99 | 85.73 | 171.04 | -38.83 | -36.63 | 6.55 | -3.18 | 5.77 | 72.99 | 405.77 | -70.57 |
| Sharpe Ratio | NA | 3.23 | 0.02 | 0.11 | 0.44 | NA | NA | … | … | 2.65 | 0.66 | -0.84 | -0.26 | 0.47 | 1.56 | 1.11 | 0.61 | -0.78 | 2.07 | 1.79 | -0.76 | -0.98 | 0.19 | -0.09 | 0.18 | 1.80 | 5.64 | -0.77 |
| Standard Deviation(%) | NA | 73.00 | 75.59 | 67.57 | 64.93 | NA | NA | … | … | 63.05 | 95.83 | 72.75 | 42.44 | 56.73 | 55.12 | 107.15 | 37.40 | 43.84 | 41.36 | 95.44 | 51.12 | 37.28 | 34.96 | 36.26 | 31.32 | 40.54 | 71.93 | 107.93 |
| Draw Down(%) | NA | 16.30 | 81.96 | 85.72 | 85.72 | NA | NA | … | … | 16.07 | 58.51 | 63.90 | 44.81 | 38.73 | 37.87 | 42.49 | 24.39 | 37.90 | 24.73 | 32.01 | 46.46 | 47.74 | 37.90 | 49.79 | 18.34 | 17.83 | 11.11 | 81.73 |
| Yield(%) | 0.00 | 0.00 | 0.46 | 2.41 | 14.93 | 5.80 | 12.19 | … | … | 0.00 | 0.00 | 0.40 | 3.10 | 2.32 | 11.38 | 8.55 | 4.41 | 4.39 | 6.82 | 8.84 | 4.21 | 7.75 | 4.54 | 4.36 | 3.95 | 2.88 | 11.30 | 2.27 |
Data as of 06/03/2026, Common starting date is 04/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALRF (Mineral Resources Limited) |
-37.92%
Apr 2022 – Apr 2025 |
-24.98%
Feb 2011 – Feb 2016 |
8.51%
Oct 2009 – Oct 2019 |
6.06%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALRF (Mineral Resources Limited) |
128.59%
Feb 2009 – Feb 2012 |
81.31%
Apr 2016 – Apr 2021 |
38.83%
Apr 2016 – Apr 2026 |
33.41%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart