Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBMY (St Barbara Ltd ADR) | NA | 396.13% | -10.21% | -11.51% | 13.47% | NA | NA | … | … |
Data as of 10/23/2023, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBMY (St Barbara Ltd ADR) | 04/07/2011 | 10/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.69 | 396.13 | -10.21 | -11.51 | 13.47 | NA | NA | … | … | 173.93 | -53.16 | -39.95 | 3.23 | -38.49 | 11.49 | 113.61 | 39.88 | 1,141.46 | -66.39 | -83.80 | -18.59 | -24.18 |
| Sharpe Ratio | NA | 1.91 | -0.09 | -0.12 | 0.14 | NA | NA | … | … | 1.10 | -0.66 | -0.94 | 0.05 | -0.72 | 0.27 | 2.39 | 0.57 | 13.26 | -0.68 | -0.79 | -0.31 | -0.41 |
| Standard Deviation(%) | NA | 203.44 | 128.49 | 105.85 | 91.39 | NA | NA | … | … | 223.64 | 82.35 | 42.74 | 62.00 | 55.60 | 37.38 | 47.63 | 69.97 | 86.06 | 97.19 | 106.64 | 60.48 | 76.57 |
| Draw Down(%) | NA | 63.43 | 89.10 | 93.10 | 93.10 | NA | NA | … | … | 63.43 | 76.25 | 51.02 | 47.99 | 50.83 | 33.17 | 23.69 | 54.35 | 33.48 | 84.62 | 87.79 | 49.25 | 31.97 |
| Yield(%) | 0.00 | 139.86 | 7.33 | 3.81 | 14.70 | 1.88 | 1.41 | … | … | 77.52 | 0.00 | 2.30 | 2.88 | 1.73 | 2.90 | 3.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/23/2023, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBMY (St Barbara Ltd ADR) |
-68.34%
Nov 2011 – Nov 2014 |
-36.16%
Jun 2018 – Jun 2023 |
-15.01%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBMY (St Barbara Ltd ADR) |
233.51%
Dec 2014 – Dec 2017 |
93.81%
Nov 2014 – Nov 2019 |
19.20%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart