Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSMY (Sims Metal Management Ltd PK) | 69.11% | 101.68% | 28.63% | 12.45% | 15.79% | 3.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSMY (Sims Metal Management Ltd PK) | 03/18/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.19 | 101.68 | 28.63 | 12.45 | 15.79 | 3.43 | NA | … | … | 69.11 | 65.24 | -30.01 | 22.66 | -20.72 | 16.04 | 42.31 | 9.18 | -40.22 | 39.06 | 79.72 | -45.20 | 1.77 | -2.23 | -22.00 | -38.68 | 13.98 | 60.40 | -54.27 |
| Sharpe Ratio | NA | 2.06 | 0.59 | 0.22 | 0.33 | NA | NA | … | … | 3.70 | 1.49 | -0.84 | 0.49 | -0.51 | 0.39 | 0.80 | 0.16 | -0.98 | 1.08 | 1.81 | -1.13 | 0.07 | -0.06 | -0.62 | -0.87 | 0.32 | 0.99 | -0.75 |
| Standard Deviation(%) | NA | 47.20 | 44.43 | 42.97 | 43.27 | NA | NA | … | … | 59.72 | 42.17 | 39.97 | 39.24 | 43.67 | 40.78 | 52.38 | 46.74 | 42.57 | 35.73 | 43.98 | 40.08 | 25.46 | 36.22 | 35.94 | 44.49 | 43.32 | 60.75 | 84.32 |
| Draw Down(%) | NA | 23.62 | 40.63 | 60.37 | 74.39 | NA | NA | … | … | 23.62 | 23.59 | 40.28 | 30.44 | 53.32 | 32.88 | 58.80 | 25.59 | 50.21 | 17.55 | 29.29 | 53.81 | 22.85 | 35.69 | 49.02 | 49.42 | 40.96 | 32.48 | 81.39 |
| Yield(%) | 0.00 | 1.67 | 1.46 | 1.93 | 4.13 | 1.32 | 0.85 | … | … | 0.81 | 1.78 | 0.64 | 2.66 | 4.06 | 2.96 | 0.53 | 4.12 | 3.15 | 4.06 | 3.35 | 2.16 | 0.92 | 0.00 | 1.49 | 2.25 | 1.45 | 2.03 | 2.14 |
Data as of 06/04/2026, Common starting date is 03/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSMY (Sims Metal Management Ltd PK) |
-26.29%
Jul 2009 – Jul 2012 |
-26.43%
Jun 2008 – Jun 2013 |
-13.10%
Mar 2010 – Mar 2020 |
-6.42%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSMY (Sims Metal Management Ltd PK) |
44.46%
Mar 2020 – Mar 2023 |
23.57%
Mar 2020 – Mar 2025 |
15.63%
Feb 2016 – Feb 2026 |
2.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart