Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGLOY (Anglo American PLC ADR) | 34.08% | 84.28% | 19.73% | 5.57% | 22.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGLOY (Anglo American PLC ADR) | 02/13/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.10 | 84.28 | 19.73 | 5.57 | 22.18 | NA | NA | … | … | 34.08 | 24.54 | 21.42 | -33.80 | 2.77 | 34.11 | 21.04 | 37.43 | 11.73 | 51.12 | 222.65 | -75.00 |
| Sharpe Ratio | NA | 1.38 | 0.40 | 0.07 | 0.49 | NA | NA | … | … | 1.97 | 0.53 | 0.44 | -0.75 | 0.03 | 0.82 | 0.33 | 1.29 | 0.28 | 1.58 | 2.81 | -1.48 |
| Standard Deviation(%) | NA | 41.56 | 42.82 | 44.78 | 44.20 | NA | NA | … | … | 45.39 | 40.75 | 40.25 | 50.00 | 49.75 | 41.40 | 63.35 | 27.84 | 37.37 | 32.13 | 79.26 | 53.63 |
| Draw Down(%) | NA | 25.78 | 34.40 | 58.56 | 58.56 | NA | NA | … | … | 25.78 | 27.05 | 23.23 | 50.77 | 48.40 | 25.20 | 56.92 | 28.92 | 25.10 | 32.01 | 30.56 | 78.65 |
| Yield(%) | 0.00 | 0.76 | 1.78 | 3.68 | 12.91 | 4.88 | 3.66 | … | … | 0.39 | 0.88 | 2.88 | 2.83 | 7.77 | 11.04 | 2.83 | 5.24 | 4.69 | 3.39 | 0.00 | 4.62 |
Data as of 06/04/2026, Common starting date is 02/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLOY (Anglo American PLC ADR) |
-15.96%
Mar 2022 – Mar 2025 |
1.58%
Feb 2019 – Feb 2024 |
9.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGLOY (Anglo American PLC ADR) |
90.75%
Jan 2016 – Jan 2019 |
57.78%
Jan 2016 – Jan 2021 |
31.47%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart