Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOUHY (South32 ADR) | 45.91% | 78.96% | 11.80% | 11.71% | 15.43% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOUHY (South32 ADR) | 05/20/2015 | 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 (%) | 0.65 | 78.96 | 11.80 | 11.71 | 15.43 | NA | NA | … | … | 45.91 | 16.08 | -5.82 | -13.52 | 1.24 | 54.82 | 3.87 | -17.08 | -8.53 | 42.55 | 161.09 | -58.08 |
| Sharpe Ratio | NA | 2.06 | 0.27 | 0.26 | 0.37 | NA | NA | … | … | 3.77 | 0.33 | -0.26 | -0.53 | 0.00 | 1.73 | 0.07 | -0.61 | -0.29 | 1.45 | 3.34 | -1.76 |
| Standard Deviation(%) | NA | 38.49 | 37.65 | 38.33 | 38.49 | NA | NA | … | … | 42.15 | 40.25 | 36.80 | 32.92 | 45.21 | 31.76 | 55.03 | 30.40 | 34.57 | 29.05 | 48.20 | 42.85 |
| Draw Down(%) | NA | 19.59 | 41.54 | 57.02 | 66.49 | NA | NA | … | … | 17.02 | 35.66 | 30.47 | 40.77 | 41.76 | 18.24 | 51.24 | 40.98 | 27.56 | 14.91 | 20.18 | 62.99 |
| Yield(%) | 0.00 | 3.21 | 2.08 | 4.09 | 7.53 | 3.18 | 2.38 | … | … | 1.64 | 2.70 | 1.53 | 3.05 | 8.92 | 1.30 | 1.69 | 4.16 | 4.84 | 4.86 | 1.34 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUHY (South32 ADR) |
-16.26%
Apr 2022 – Apr 2025 |
-3.62%
Feb 2019 – Feb 2024 |
6.94%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOUHY (South32 ADR) |
60.66%
Jan 2016 – Jan 2019 |
27.49%
Jan 2016 – Jan 2021 |
20.86%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart