Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YACAF (Yancoal Australia Ltd) | 55.88% | 64.84% | 40.84% | 54.95% | 206.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YACAF (Yancoal Australia Ltd) | 02/15/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.51 | 64.84 | 40.84 | 54.95 | 206.00 | NA | NA | … | … | 55.88 | 8.94 | 28.34 | 8.22 | 221.58 | 42.14 | 1,300.00 | 2,823.98 | 233.33 | 389.33 | -42.86 | -74.07 | -60.29 | -22.73 |
| Sharpe Ratio | NA | 1.05 | 0.68 | 0.85 | 1.35 | NA | NA | … | … | 2.62 | 0.13 | 0.54 | 0.11 | 2.83 | 0.47 | 5.39 | 11.39 | 1.69 | 1.57 | -0.77 | -0.50 | -0.50 | -0.93 |
| Standard Deviation(%) | NA | 50.44 | 48.06 | 60.24 | 150.69 | NA | NA | … | … | 63.21 | 47.27 | 45.76 | 43.35 | 78.39 | 89.52 | 238.47 | 247.88 | 138.48 | 248.77 | 55.96 | 147.68 | 119.57 | 27.59 |
| Draw Down(%) | NA | 24.14 | 31.25 | 45.51 | 60.78 | NA | NA | … | … | 21.70 | 24.14 | 31.18 | 27.30 | 33.90 | 45.51 | 11.39 | 0.00 | 34.62 | 60.78 | 42.86 | 77.04 | 73.53 | 22.73 |
| Yield(%) | 0.00 | 3.84 | 18.06 | 44.70 | 1,960.07 | 59.39 | 44.55 | … | … | 2.52 | 20.01 | 9.03 | 26.95 | 71.06 | 0.00 | 0.00 | 158.60 | 70.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YACAF (Yancoal Australia Ltd) |
-64.31%
Apr 2013 – Apr 2016 |
-25.97%
Mar 2013 – Mar 2018 |
106.73%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YACAF (Yancoal Australia Ltd) |
1,146.73%
May 2018 – May 2021 |
547.15%
Oct 2016 – Oct 2021 |
207.53%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart