Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUSMF (Russel Metals Inc) | NA | 10.03% | 10.29% | 28.17% | 9.88% | NA | NA | … | … |
Data as of 05/28/2025, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUSMF (Russel Metals Inc) | 06/10/2010 | 05/28/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.03 | 10.29 | 28.17 | 9.88 | NA | NA | … | … | 4.69 | -13.13 | 66.69 | -14.10 | 54.14 | 11.95 | 17.23 | -28.17 | 27.32 | 78.93 | -44.90 | -18.48 | 9.70 | 28.21 | 0.88 | 33.17 |
| Sharpe Ratio | NA | 0.28 | 0.25 | 0.79 | 0.24 | NA | NA | … | … | 0.35 | -0.69 | 2.15 | -0.41 | 1.73 | 0.21 | 0.60 | -1.08 | 1.10 | 1.93 | -1.20 | -0.74 | 0.43 | 1.26 | 0.03 | 2.38 |
| Standard Deviation(%) | NA | 24.08 | 30.08 | 33.30 | 34.86 | NA | NA | … | … | 25.87 | 28.62 | 29.29 | 38.21 | 31.34 | 56.37 | 26.52 | 27.38 | 24.28 | 40.80 | 37.42 | 24.86 | 22.41 | 22.53 | 30.15 | 27.81 |
| Draw Down(%) | NA | 21.81 | 29.63 | 36.58 | 65.36 | NA | NA | … | … | 15.52 | 24.24 | 16.68 | 35.82 | 18.78 | 54.66 | 26.89 | 42.48 | 16.86 | 23.03 | 50.67 | 35.02 | 22.46 | 17.75 | 35.26 | 7.85 |
| Yield(%) | 0.00 | 4.26 | 4.31 | 10.36 | 5.57 | 6.40 | 4.80 | … | … | 1.01 | 3.54 | 5.44 | 4.85 | 6.81 | 6.57 | 6.19 | 5.33 | 6.06 | 9.91 | 5.28 | 4.62 | 4.84 | 2.87 | 5.06 | 2.83 |
Data as of 05/28/2025, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSMF (Russel Metals Inc) |
-22.73%
Jan 2013 – Jan 2016 |
-9.57%
Jan 2011 – Jan 2016 |
1.50%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUSMF (Russel Metals Inc) |
47.15%
Mar 2020 – Mar 2023 |
31.63%
Mar 2020 – Mar 2025 |
10.86%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart