Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OZMLF (OZ Minerals Limited) | NA | 33.57% | 55.41% | 23.13% | 19.89% | NA | NA | … | … |
Data as of 05/16/2023, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OZMLF (OZ Minerals Limited) | 04/27/2010 | 05/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.57 | 55.41 | 23.13 | 19.89 | NA | NA | … | … | 8.04 | -8.87 | 44.12 | 103.99 | 22.59 | -13.02 | 35.17 | 99.72 | 5.84 | 6.91 | -58.67 | -30.83 | -41.31 | 67.92 |
| Sharpe Ratio | NA | 0.63 | 1.28 | 0.49 | 0.41 | NA | NA | … | … | 0.84 | -0.19 | 1.26 | 1.66 | 0.61 | -0.40 | 0.80 | 1.68 | 0.12 | 0.14 | -1.17 | -0.74 | -0.75 | 1.71 |
| Standard Deviation(%) | NA | 48.13 | 42.44 | 45.09 | 46.86 | NA | NA | … | … | 21.84 | 53.15 | 35.11 | 62.05 | 34.53 | 35.51 | 43.52 | 59.12 | 47.38 | 47.80 | 50.08 | 41.77 | 55.15 | 65.76 |
| Draw Down(%) | NA | 37.79 | 47.68 | 56.45 | 56.45 | NA | NA | … | … | 9.53 | 47.68 | 24.29 | 53.97 | 21.04 | 24.83 | 34.86 | 20.49 | 38.55 | 41.51 | 68.22 | 48.45 | 53.00 | 31.25 |
| Yield(%) | 0.00 | 8.09 | 10.38 | 5.15 | 6.56 | 33.38 | 25.03 | … | … | 6.29 | 1.10 | 1.71 | 1.10 | 2.50 | 3.29 | 4.00 | 5.11 | 1.50 | 6.69 | 4.29 | 0.96 | 114.45 | 19.81 |
Data as of 05/16/2023, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZMLF (OZ Minerals Limited) |
-44.84%
Dec 2010 – Dec 2013 |
-28.27%
Dec 2010 – Dec 2015 |
-1.24%
May 2010 – May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OZMLF (OZ Minerals Limited) |
77.73%
Mar 2020 – Mar 2023 |
46.33%
Feb 2016 – Feb 2021 |
19.67%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart