Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHTLF (South32 Limited) | 56.23% | 109.05% | 16.36% | 16.98% | 17.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHTLF (South32 Limited) | 05/28/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.07 | 109.05 | 16.36 | 16.98 | 17.25 | NA | NA | … | … | 56.23 | 12.92 | -0.31 | -13.08 | 12.30 | 58.70 | -1.71 | -17.06 | -9.04 | 39.05 | 162.11 | -54.49 |
| Sharpe Ratio | NA | 1.27 | 0.22 | 0.27 | 0.33 | NA | NA | … | … | 2.98 | 0.18 | -0.08 | -0.45 | 0.23 | 1.28 | -0.04 | -0.49 | -0.24 | 1.26 | 2.98 | -1.51 |
| Standard Deviation(%) | NA | 55.46 | 50.10 | 48.47 | 45.61 | NA | NA | … | … | 54.20 | 55.93 | 50.83 | 37.41 | 47.60 | 45.80 | 55.31 | 37.52 | 42.77 | 30.61 | 54.29 | 48.29 |
| Draw Down(%) | NA | 21.68 | 37.76 | 53.14 | 69.07 | NA | NA | … | … | 21.68 | 33.19 | 30.12 | 40.61 | 41.67 | 15.06 | 54.87 | 43.38 | 26.78 | 15.49 | 22.76 | 59.52 |
| Yield(%) | 0.00 | 6.87 | 4.06 | 7.57 | 10.17 | 4.63 | 3.47 | … | … | 4.09 | 5.02 | 3.48 | 3.69 | 12.22 | 7.84 | 1.13 | 2.18 | 4.91 | 4.55 | 1.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTLF (South32 Limited) |
-19.04%
Mar 2017 – Mar 2020 |
-2.51%
Feb 2019 – Feb 2024 |
8.01%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHTLF (South32 Limited) |
59.60%
Jan 2016 – Jan 2019 |
25.62%
Jan 2016 – Jan 2021 |
22.28%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart