Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLL (Piedmont Lithium Ltd ADR) | NA | -12.97% | -50.75% | 3.65% | NA | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 01/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLL (Piedmont Lithium Ltd ADR) | 01/02/2018 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.28 | -12.97 | -50.75 | 3.65 | NA | NA | NA | … | … | -17.05 | -67.52 | -35.87 | -16.09 | 97.59 | 221.43 | 34.75 | -60.98 | -52.31 | 0.00 |
| Sharpe Ratio | NA | -0.19 | -0.71 | 0.02 | -0.05 | NA | NA | … | … | -0.39 | -0.80 | -0.67 | -0.22 | 1.12 | 1.39 | 0.17 | -1.42 | -0.01 | NA |
| Standard Deviation(%) | NA | 86.68 | 75.89 | 100.11 | 589.85 | NA | NA | … | … | 71.66 | 92.47 | 60.25 | 79.99 | 87.46 | 158.33 | 68.50 | 58.17 | 2,390.23 | 0.00 |
| Draw Down(%) | NA | 63.07 | 92.73 | 93.46 | 99.91 | NA | NA | … | … | 46.12 | 76.34 | 67.90 | 57.76 | 39.64 | 59.04 | 54.07 | 66.21 | 99.91 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/29/2025, Common starting date is 01/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLL (Piedmont Lithium Ltd ADR) |
-55.81%
Mar 2022 – Mar 2025 |
-4.43%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLL (Piedmont Lithium Ltd ADR) |
127.65%
Mar 2020 – Mar 2023 |
39.42%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart