Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFRRF (Sandfire Resources Limited) | NA | 14.58% | 50.30% | 21.30% | 9.20% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFRRF (Sandfire Resources Limited) | 06/19/2012 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.58 | 50.30 | 21.30 | 9.20 | NA | NA | … | … | 31.79 | 34.05 | 32.67 | -23.28 | 16.11 | 6.41 | -15.09 | 7.89 | 14.23 | 3.70 | 29.02 | -41.74 | -28.24 | 6.92 |
| Sharpe Ratio | NA | 0.29 | 1.03 | 0.37 | 0.19 | NA | NA | … | … | 1.01 | 0.69 | 0.73 | -0.42 | 0.25 | 0.18 | -0.79 | 0.18 | 0.45 | 1.15 | 1.32 | -1.06 | -0.68 | 0.58 |
| Standard Deviation(%) | NA | 39.16 | 45.47 | 51.24 | 40.28 | NA | NA | … | … | 42.34 | 44.03 | 40.22 | 59.17 | 63.76 | 33.90 | 20.98 | 36.47 | 30.40 | 3.02 | 21.96 | 39.57 | 41.49 | 23.04 |
| Draw Down(%) | NA | 31.39 | 31.39 | 70.34 | 70.34 | NA | NA | … | … | 26.00 | 20.59 | 24.58 | 58.47 | 49.26 | 18.52 | 18.38 | 24.24 | 19.42 | 0.00 | 0.00 | 41.74 | 33.48 | 10.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.44 | 2.58 | 1.15 | 0.86 | … | … | 0.00 | 0.00 | 0.00 | 0.42 | 5.27 | 3.04 | 4.20 | 4.58 | 3.91 | 3.68 | 4.57 | 1.48 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRRF (Sandfire Resources Limited) |
-20.63%
Jan 2013 – Jan 2016 |
-11.24%
Oct 2017 – Oct 2022 |
-9.29%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFRRF (Sandfire Resources Limited) |
33.08%
Jun 2022 – Jun 2025 |
19.35%
May 2020 – May 2025 |
10.74%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart