Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PILBF (Pilbara Minerals Limited) | 53.85% | 464.10% | 15.02% | 36.15% | 25.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PILBF (Pilbara Minerals Limited) | 05/10/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.87 | 464.10 | 15.02 | 36.15 | 25.46 | NA | NA | … | … | 53.85 | 124.81 | -49.43 | 12.72 | 5.86 | 248.91 | 267.67 | -43.18 | -60.00 | 134.67 | -34.21 |
| Sharpe Ratio | NA | 6.33 | 0.21 | 0.59 | 0.32 | NA | NA | … | … | 3.52 | 1.77 | -1.03 | 0.15 | 0.06 | 3.59 | 2.05 | -0.61 | -0.94 | 1.76 | -0.87 |
| Standard Deviation(%) | NA | 69.37 | 60.52 | 63.39 | 75.53 | NA | NA | … | … | 59.37 | 70.39 | 54.32 | 58.52 | 72.03 | 69.33 | 129.39 | 73.58 | 65.52 | 76.66 | 54.89 |
| Draw Down(%) | NA | 20.22 | 78.47 | 78.47 | 91.26 | NA | NA | … | … | 20.22 | 50.67 | 55.17 | 38.33 | 50.35 | 32.00 | 69.31 | 70.25 | 63.82 | 41.96 | 42.11 |
| Yield(%) | 0.00 | 0.00 | 1.42 | 4.61 | 4.43 | 2.75 | 2.06 | … | … | 0.00 | 0.00 | 0.00 | 9.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PILBF (Pilbara Minerals Limited) |
-34.58%
Mar 2017 – Mar 2020 |
17.16%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PILBF (Pilbara Minerals Limited) |
211.21%
Mar 2020 – Mar 2023 |
66.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart