Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STOSF (Santos Ltd) | 29.13% | 34.93% | 7.53% | 2.25% | 8.42% | -3.02% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STOSF (Santos Ltd) | 06/10/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 34.93 | 7.53 | 2.25 | 8.42 | -3.02 | NA | … | … | 29.13 | 2.41 | -14.51 | 10.61 | 10.52 | -1.30 | -12.79 | 57.92 | -11.03 | 49.64 | 12.42 | -53.95 | -46.40 | 14.59 | -3.49 | -4.77 | 21.29 |
| Sharpe Ratio | NA | 0.48 | 0.07 | 0.04 | 0.13 | NA | NA | … | … | 1.02 | -0.01 | -0.37 | 0.23 | 0.22 | -0.04 | -0.16 | 2.01 | -0.29 | 1.35 | 0.20 | -0.82 | -1.37 | 0.53 | -0.10 | -0.10 | 1.03 |
| Standard Deviation(%) | NA | 67.44 | 60.42 | 52.57 | 52.19 | NA | NA | … | … | 77.70 | 73.86 | 49.31 | 30.10 | 41.04 | 36.66 | 82.74 | 28.13 | 42.42 | 36.34 | 61.21 | 65.94 | 33.85 | 27.60 | 35.76 | 46.28 | 39.66 |
| Draw Down(%) | NA | 28.18 | 38.47 | 39.42 | 71.57 | NA | NA | … | … | 16.27 | 30.37 | 32.73 | 17.55 | 27.00 | 26.50 | 71.57 | 11.80 | 32.12 | 29.51 | 34.69 | 60.94 | 58.89 | 18.08 | 34.74 | 40.20 | 14.06 |
| Yield(%) | 0.00 | 5.78 | 4.16 | 3.45 | 4.35 | 1.27 | 1.46 | … | … | 2.46 | 5.04 | 3.37 | 4.99 | 4.17 | 2.71 | 1.42 | 3.96 | 1.16 | 0.00 | 1.96 | 4.08 | 3.53 | 2.46 | 2.46 | 2.31 | 1.79 |
Data as of 06/05/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STOSF (Santos Ltd) |
-41.17%
Jan 2013 – Jan 2016 |
-27.91%
Jan 2011 – Jan 2016 |
-8.34%
Oct 2010 – Oct 2020 |
-3.73%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STOSF (Santos Ltd) |
32.29%
Mar 2020 – Mar 2023 |
21.91%
Jan 2016 – Jan 2021 |
12.66%
Jan 2016 – Jan 2026 |
-1.68%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart