Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPPJY (Sappi Ltd ADR) | -48.00% | -58.29% | -28.64% | -21.40% | -14.53% | -10.52% | -9.86% | … | … |
Data as of 06/04/2026, Common starting date is 11/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPPJY (Sappi Ltd ADR) | 11/06/1998 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.24 | -58.29 | -28.64 | -21.40 | -14.53 | -10.52 | -9.86 | … | … | -48.00 | -42.94 | 22.13 | -11.63 | 1.15 | 28.07 | -29.30 | -39.03 | -21.21 | 6.18 | 64.20 | 13.76 | 17.11 | -17.17 | 28.32 | -44.47 | 8.19 | 21.74 | -58.25 | -12.41 | 51.96 | -20.16 | 8.33 | 5.54 | 32.04 | 43.86 | -22.95 | 148.89 | -12.19 |
| Sharpe Ratio | NA | -0.88 | -0.46 | -0.37 | -0.26 | NA | NA | … | … | -1.12 | -0.61 | 0.38 | -0.24 | 0.00 | 0.53 | -0.35 | -0.81 | -0.54 | 0.19 | 1.48 | 0.31 | 0.50 | -0.47 | 0.71 | -1.00 | 0.22 | 0.24 | -0.80 | -0.43 | 1.61 | -0.83 | 0.31 | 0.21 | 0.86 | 1.11 | -0.51 | 3.03 | -1.34 |
| Standard Deviation(%) | NA | 69.41 | 64.17 | 62.50 | 57.98 | NA | NA | … | … | 70.48 | 75.52 | 48.95 | 65.02 | 59.93 | 52.45 | 84.23 | 49.91 | 41.98 | 29.36 | 43.21 | 44.52 | 33.88 | 36.74 | 40.36 | 44.67 | 37.53 | 89.41 | 74.12 | 36.61 | 30.22 | 27.15 | 23.50 | 22.89 | 35.89 | 38.15 | 52.77 | 48.09 | 46.26 |
| Draw Down(%) | NA | 62.73 | 72.69 | 76.80 | 86.99 | NA | NA | … | … | 49.07 | 58.28 | 21.84 | 37.19 | 45.74 | 31.14 | 67.52 | 59.19 | 30.04 | 20.51 | 18.40 | 39.82 | 25.41 | 39.26 | 28.07 | 52.54 | 33.54 | 72.96 | 71.72 | 37.04 | 29.55 | 34.95 | 21.37 | 18.94 | 29.52 | 25.68 | 48.91 | 22.06 | 23.20 |
| Yield(%) | 0.00 | 0.00 | 3.89 | 2.84 | 1.83 | 1.11 | 1.34 | … | … | 0.00 | 4.64 | 6.46 | 6.08 | 0.00 | 0.00 | 0.00 | 3.31 | 2.10 | 1.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.95 | 1.86 | 2.61 | 2.06 | 2.12 | 2.13 | 2.49 | 0.00 | 2.67 | 4.82 | 3.52 |
Data as of 06/04/2026, Common starting date is 11/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPPJY (Sappi Ltd ADR) |
-43.95%
Apr 2017 – Apr 2020 |
-25.15%
Mar 2004 – Mar 2009 |
-13.79%
May 2016 – May 2026 |
-11.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPPJY (Sappi Ltd ADR) |
58.42%
Feb 1999 – Feb 2002 |
34.08%
Feb 1999 – Feb 2004 |
10.74%
Feb 2009 – Feb 2019 |
3.37%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart