Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MT (ArcelorMittal S.A.) | 57.98% | 138.97% | 41.66% | 18.50% | 17.15% | -0.57% | 0.13% | … | … |
Data as of 06/04/2026, Common starting date is 08/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MT (ArcelorMittal S.A.) | 08/07/1997 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.06 | 138.97 | 41.66 | 18.50 | 17.15 | -0.57 | 0.13 | … | … | 57.98 | 100.13 | -16.92 | 10.28 | -16.44 | 40.28 | 30.31 | -14.14 | -35.85 | 47.53 | 72.99 | -61.02 | -37.38 | 3.74 | 0.59 | -50.82 | -14.72 | 90.73 | -67.17 | 87.41 | 62.46 | -31.11 | 335.74 | 303.18 | 25.71 | -22.22 | -85.81 | 108.06 | -64.16 | -24.29 |
| Sharpe Ratio | NA | 3.15 | 1.03 | 0.40 | 0.37 | NA | NA | … | … | 3.44 | 2.45 | -0.71 | 0.22 | -0.37 | 0.94 | 0.40 | -0.36 | -1.02 | 1.37 | 1.07 | -1.28 | -1.43 | 0.12 | 0.01 | -0.92 | -0.34 | 1.22 | -0.70 | 2.10 | 1.46 | -0.77 | 5.91 | 8.01 | 0.39 | -0.25 | -1.47 | 1.88 | -1.10 | -1.29 |
| Standard Deviation(%) | NA | 40.42 | 36.58 | 39.55 | 45.07 | NA | NA | … | … | 52.55 | 39.99 | 28.79 | 30.57 | 49.09 | 42.73 | 74.69 | 43.63 | 36.47 | 34.38 | 68.22 | 47.72 | 26.15 | 30.78 | 44.05 | 55.48 | 42.99 | 74.01 | 97.46 | 40.41 | 40.66 | 43.57 | 56.65 | 37.77 | 62.74 | 102.06 | 61.20 | 55.70 | 61.24 | 41.78 |
| Draw Down(%) | NA | 28.84 | 30.83 | 45.99 | 81.14 | NA | NA | … | … | 28.84 | 30.83 | 26.31 | 33.13 | 45.99 | 26.16 | 61.46 | 46.45 | 46.03 | 28.67 | 29.11 | 68.63 | 39.99 | 37.40 | 41.01 | 59.81 | 44.97 | 41.41 | 85.05 | 20.72 | 32.83 | 47.81 | 22.91 | 16.56 | 36.04 | 80.31 | 88.16 | 34.82 | 82.78 | 37.34 |
| Yield(%) | 0.00 | 1.90 | 1.97 | 1.48 | 1.71 | 0.55 | 1.19 | … | … | 0.64 | 2.41 | 1.77 | 1.65 | 1.18 | 1.25 | 0.00 | 0.99 | 0.29 | 0.00 | 0.00 | 1.85 | 1.14 | 1.12 | 3.80 | 1.95 | 1.57 | 2.88 | 1.96 | 3.19 | 1.86 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MT (ArcelorMittal S.A.) |
-53.60%
Apr 1998 – Apr 2001 |
-41.25%
Sep 1997 – Sep 2002 |
-22.06%
Mar 2010 – Mar 2020 |
-13.85%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MT (ArcelorMittal S.A.) |
242.20%
Oct 2001 – Oct 2004 |
120.42%
Oct 2001 – Oct 2006 |
39.83%
Oct 2001 – Oct 2011 |
16.82%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison Chart