Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KZMYF (KAZ Minerals PLC) | NA | 197.03% | -2.96% | 40.91% | -5.88% | NA | NA | … | … |
Data as of 05/13/2021, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KZMYF (KAZ Minerals PLC) | 02/17/2009 | 05/13/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 197.03 | -2.96 | 40.91 | -5.88 | NA | NA | … | … | 39.53 | 77.69 | -33.24 | -23.68 | 106.52 | 253.85 | -67.42 | 24.69 | -73.22 | -16.61 | -42.33 | 17.22 | 434.01 |
| Sharpe Ratio | NA | 3.58 | -0.05 | 0.50 | -0.09 | NA | NA | … | … | 4.19 | 0.76 | -0.73 | -0.39 | 1.59 | 2.33 | -0.74 | 0.49 | -1.31 | -0.42 | -1.16 | 0.31 | 7.94 |
| Standard Deviation(%) | NA | 54.99 | 73.53 | 80.04 | 70.50 | NA | NA | … | … | 36.21 | 100.99 | 47.41 | 63.50 | 66.77 | 108.23 | 91.01 | 50.66 | 55.71 | 40.03 | 36.61 | 55.30 | 72.49 |
| Draw Down(%) | NA | 14.54 | 69.23 | 69.23 | 94.09 | NA | NA | … | … | 0.00 | 43.18 | 48.62 | 55.29 | 17.66 | 18.52 | 67.42 | 28.78 | 75.40 | 40.99 | 49.79 | 37.11 | 15.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/13/2021, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KZMYF (KAZ Minerals PLC) |
-52.26%
Dec 2012 – Dec 2015 |
-44.69%
Jan 2011 – Jan 2016 |
-15.98%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KZMYF (KAZ Minerals PLC) |
77.34%
Dec 2015 – Dec 2018 |
48.81%
Jan 2016 – Jan 2021 |
2.80%
Apr 2009 – Apr 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart