Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WNARF (Western Areas Limited) | NA | 39.66% | 21.07% | 10.43% | NA | NA | NA | … | … |
Data as of 06/23/2022, Common starting date is 04/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WNARF (Western Areas Limited) | 04/02/2013 | 06/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.66 | 21.07 | 10.43 | NA | NA | NA | … | … | 2.88 | 15.71 | 3.96 | 44.29 | -46.15 | 10.64 | 43.29 | -51.76 | 21.43 | -26.89 |
| Sharpe Ratio | NA | 0.63 | 0.38 | 0.18 | NA | NA | NA | … | … | 0.08 | 0.30 | 0.08 | 1.04 | -1.03 | 0.23 | 0.53 | -1.17 | 0.48 | -0.85 |
| Standard Deviation(%) | NA | 62.74 | 52.98 | 50.49 | NA | NA | NA | … | … | 72.73 | 51.69 | 48.55 | 41.13 | 46.30 | 43.11 | 81.45 | 44.42 | 44.88 | 40.03 |
| Draw Down(%) | NA | 31.13 | 49.23 | 58.18 | NA | NA | NA | … | … | 31.13 | 37.86 | 43.07 | 17.82 | 50.00 | 33.19 | 33.00 | 52.94 | 33.82 | 29.24 |
| Yield(%) | 0.00 | 0.00 | 0.64 | 0.74 | 0.58 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.67 | 0.98 | 0.57 | 0.68 | 0.00 | 2.94 | 2.37 | 0.00 |
Data as of 06/23/2022, Common starting date is 04/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNARF (Western Areas Limited) |
-26.26%
Jun 2014 – Jun 2017 |
-17.99%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WNARF (Western Areas Limited) |
23.21%
Mar 2019 – Mar 2022 |
11.99%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart