Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGLOD (Anglo American plc) | 7.61% | 40.54% | 7.21% | 2.71% | 22.20% | 0.48% | NA | … | … |
Data as of 04/02/2026, Common starting date is 07/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGLOD (Anglo American plc) | 07/29/2009 | 04/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.93 | 40.54 | 7.21 | 2.71 | 22.20 | 0.48 | NA | … | … | 7.61 | 24.44 | 21.24 | -33.73 | 1.67 | 32.61 | 20.46 | 36.91 | 11.71 | 50.50 | 222.65 | -76.02 | -16.35 | -30.24 | -13.99 | -30.49 | 20.43 | 45.50 |
| Sharpe Ratio | NA | 0.86 | 0.10 | 0.02 | 0.46 | NA | NA | … | … | 0.65 | 0.53 | 0.44 | -0.85 | 0.00 | 0.79 | 0.32 | 1.26 | 0.28 | 1.56 | 2.81 | -1.45 | -0.51 | -0.90 | -0.40 | -0.67 | 0.50 | 3.20 |
| Standard Deviation(%) | NA | 43.76 | 42.55 | 43.37 | 44.83 | NA | NA | … | … | 47.61 | 40.73 | 40.24 | 44.22 | 49.71 | 41.51 | 63.47 | 28.03 | 37.37 | 32.13 | 79.26 | 52.52 | 31.84 | 33.60 | 35.49 | 45.23 | 40.93 | 43.65 |
| Draw Down(%) | NA | 25.81 | 37.76 | 58.51 | 58.51 | NA | NA | … | … | 25.81 | 27.14 | 23.34 | 50.72 | 48.40 | 26.03 | 57.13 | 28.97 | 25.10 | 32.01 | 30.56 | 79.94 | 38.95 | 45.33 | 41.96 | 39.23 | 26.61 | 15.17 |
| Yield(%) | 0.00 | 0.66 | 1.48 | 3.58 | 14.95 | 1.44 | 1.92 | … | … | 0.31 | 0.72 | 2.71 | 2.91 | 6.52 | 9.70 | 2.53 | 4.80 | 4.68 | 2.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/02/2026, Common starting date is 07/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLOD (Anglo American plc) |
-48.96%
Jan 2013 – Jan 2016 |
-39.51%
Jan 2011 – Jan 2016 |
-7.28%
Mar 2010 – Mar 2020 |
-0.68%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLOD (Anglo American plc) |
90.48%
Jan 2016 – Jan 2019 |
57.37%
Jan 2016 – Jan 2021 |
31.00%
Jan 2016 – Jan 2026 |
2.58%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison Chart