Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIM (ZIM Integrated Shipping Services Ltd.) | 23.92% | 62.23% | 47.58% | 21.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIM (ZIM Integrated Shipping Services Ltd.) | 01/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.21 | 62.23 | 47.58 | 21.60 | NA | NA | NA | … | … | 23.92 | 28.11 | 176.93 | -21.06 | -52.70 | 437.41 |
| Sharpe Ratio | NA | 0.93 | 0.59 | 0.21 | NA | NA | NA | … | … | 0.67 | 0.42 | 2.18 | -0.39 | -0.85 | 7.24 |
| Standard Deviation(%) | NA | 50.92 | 67.26 | 65.79 | NA | NA | NA | … | … | 54.26 | 60.96 | 79.60 | 64.64 | 63.61 | 71.37 |
| Draw Down(%) | NA | 30.66 | 57.12 | 84.68 | NA | NA | NA | … | … | 17.72 | 38.89 | 38.33 | 69.56 | 72.45 | 29.26 |
| Yield(%) | 0.00 | 7.56 | 24.62 | 24.22 | 40.18 | 26.79 | 20.09 | … | … | 4.02 | 18.36 | 42.98 | 37.74 | 48.54 | 37.34 |
Data as of 06/04/2026, Common starting date is 01/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIM (ZIM Integrated Shipping Services Ltd.) |
-17.66%
Mar 2022 – Mar 2025 |
16.16%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIM (ZIM Integrated Shipping Services Ltd.) |
46.53%
May 2023 – May 2026 |
42.34%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart