Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKX (POSCO Holdings Inc.) | 25.30% | 49.01% | -0.94% | -0.19% | 7.45% | 0.54% | 2.97% | … | … |
Data as of 06/04/2026, Common starting date is 10/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKX (POSCO Holdings Inc.) | 10/14/1994 | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.25 | 49.01 | -0.94 | -0.19 | 7.45 | 0.54 | 2.97 | … | … | 25.30 | 24.68 | -53.53 | 77.86 | -3.49 | -1.39 | 27.75 | -4.10 | -27.13 | 52.64 | 53.85 | -42.12 | -15.88 | -2.65 | 2.20 | -22.25 | -16.19 | 74.22 | -49.97 | 85.33 | 66.98 | 12.07 | 35.43 | 40.65 | 8.35 | 51.16 | -55.01 | 109.05 | -2.26 | -13.62 | -6.15 | -25.03 | -21.36 |
| Sharpe Ratio | NA | 1.26 | 0.00 | -0.05 | 0.18 | NA | NA | … | … | 2.04 | 0.57 | -1.74 | 1.51 | -0.14 | -0.04 | 0.56 | -0.21 | -0.86 | 1.82 | 1.47 | -1.33 | -0.70 | -0.14 | 0.10 | -0.60 | -0.44 | 1.46 | -0.58 | 1.78 | 2.01 | 0.35 | 1.00 | 1.15 | 0.19 | 1.02 | -0.94 | 1.68 | -0.08 | -0.31 | -0.28 | -0.78 | -1.48 |
| Standard Deviation(%) | NA | 41.44 | 42.73 | 39.49 | 37.54 | NA | NA | … | … | 48.63 | 38.83 | 34.81 | 49.14 | 34.59 | 33.55 | 48.95 | 26.66 | 33.12 | 28.77 | 36.50 | 31.76 | 22.68 | 19.44 | 21.58 | 37.22 | 37.01 | 50.65 | 87.62 | 46.62 | 31.91 | 27.90 | 34.52 | 34.87 | 37.53 | 48.85 | 62.56 | 63.00 | 67.48 | 55.14 | 34.15 | 37.15 | 48.55 |
| Draw Down(%) | NA | 25.57 | 68.89 | 68.89 | 68.97 | NA | NA | … | … | 22.70 | 26.20 | 53.53 | 41.73 | 42.12 | 38.29 | 48.99 | 32.74 | 41.85 | 14.39 | 25.14 | 48.16 | 26.47 | 27.08 | 23.25 | 38.06 | 36.63 | 40.41 | 71.57 | 24.87 | 24.65 | 20.24 | 28.30 | 35.59 | 30.57 | 40.05 | 67.42 | 33.33 | 56.96 | 57.94 | 33.63 | 42.20 | 31.54 |
| Yield(%) | 0.00 | 1.68 | 2.02 | 2.38 | 4.31 | 1.92 | 2.69 | … | … | 0.00 | 3.89 | 2.01 | 2.66 | 2.53 | 5.77 | 3.42 | 3.83 | 2.70 | 3.42 | 5.02 | 2.69 | 2.45 | 2.19 | 2.00 | 1.61 | 1.56 | 0.00 | 0.00 | 3.34 | 0.00 | 0.86 | 4.02 | 2.94 | 0.91 | 3.20 | 0.58 | 1.57 | 0.94 | 0.28 | 1.25 | 0.19 | 0.12 |
Data as of 06/04/2026, Common starting date is 10/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKX (POSCO Holdings Inc.) |
-28.86%
Aug 1995 – Aug 1998 |
-19.14%
Sep 2010 – Sep 2015 |
-9.27%
Mar 2010 – Mar 2020 |
-7.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKX (POSCO Holdings Inc.) |
72.29%
Oct 2004 – Oct 2007 |
54.91%
Sep 2002 – Sep 2007 |
29.15%
Oct 1997 – Oct 2007 |
14.86%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart