Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSUGY (Fortescue Metals Group Ltd ADR) | -0.25% | 41.36% | 8.64% | 5.19% | 32.41% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSUGY (Fortescue Metals Group Ltd ADR) | 03/15/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.70 | 41.36 | 8.64 | 5.19 | 32.41 | NA | NA | … | … | -0.25 | 37.32 | -36.78 | 53.11 | 12.01 | -7.46 | 175.31 | 191.11 | -18.00 | -1.61 | 224.13 | -38.22 | -55.24 | 8.92 | -21.16 |
| Sharpe Ratio | NA | 1.41 | 0.20 | 0.08 | 0.73 | NA | NA | … | … | -0.04 | 1.05 | -1.20 | 1.42 | 0.23 | -0.17 | 2.84 | 4.65 | -0.59 | -0.06 | 3.32 | -0.57 | -1.19 | 0.20 | -0.49 |
| Standard Deviation(%) | NA | 33.26 | 34.65 | 38.43 | 42.25 | NA | NA | … | … | 38.85 | 33.07 | 33.61 | 35.25 | 45.93 | 43.82 | 61.16 | 40.80 | 33.14 | 41.16 | 67.39 | 67.44 | 46.47 | 45.48 | 53.50 |
| Draw Down(%) | NA | 14.87 | 51.34 | 51.34 | 51.34 | NA | NA | … | … | 14.87 | 30.06 | 40.00 | 20.69 | 38.51 | 41.43 | 34.76 | 28.84 | 39.26 | 35.86 | 25.75 | 49.56 | 62.27 | 50.72 | 50.26 |
| Yield(%) | 0.00 | 7.82 | 7.43 | 7.32 | 45.02 | 11.46 | 8.59 | … | … | 2.97 | 6.08 | 6.68 | 8.41 | 10.37 | 14.17 | 16.22 | 26.77 | 4.30 | 8.15 | 8.43 | 1.76 | 3.57 | 1.83 | 0.64 |
Data as of 06/11/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUGY (Fortescue Metals Group Ltd ADR) |
-34.94%
Jan 2013 – Jan 2016 |
-6.58%
Nov 2013 – Nov 2018 |
17.62%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUGY (Fortescue Metals Group Ltd ADR) |
102.13%
Jul 2018 – Jul 2021 |
83.95%
Jan 2016 – Jan 2021 |
41.13%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart