Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LGSXY (Light SA ADR) | -33.86% | -52.76% | -28.05% | -28.67% | -13.41% | -18.37% | NA | … | … |
Data as of 06/17/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LGSXY (Light SA ADR) | 01/21/2010 | 06/17/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 38.44 | -52.76 | -28.05 | -28.67 | -13.41 | -18.37 | NA | … | … | -33.86 | 23.29 | -52.23 | 86.59 | -61.88 | -51.93 | -17.93 | 28.24 | -7.02 | -8.97 | 136.72 | -62.04 | -22.55 | -16.24 | -23.01 | 13.13 | 22.98 |
| Sharpe Ratio | NA | -0.59 | -0.30 | -0.32 | -0.14 | NA | NA | … | … | -0.61 | 0.17 | -0.68 | 0.82 | -0.55 | -0.51 | -0.08 | 0.19 | -0.14 | -0.21 | 1.96 | -1.21 | -0.53 | -0.49 | -0.64 | 0.33 | 0.66 |
| Standard Deviation(%) | NA | 108.28 | 100.16 | 105.46 | 119.45 | NA | NA | … | … | 124.54 | 117.99 | 81.70 | 102.07 | 116.34 | 102.06 | 230.79 | 139.46 | 60.02 | 46.68 | 69.54 | 51.40 | 42.80 | 33.21 | 36.01 | 39.38 | 36.84 |
| Draw Down(%) | NA | 70.50 | 79.06 | 89.77 | 96.20 | NA | NA | … | … | 62.73 | 43.17 | 58.12 | 59.60 | 65.77 | 62.72 | 75.05 | 60.91 | 46.04 | 36.75 | 30.88 | 62.89 | 43.51 | 38.73 | 39.09 | 28.64 | 24.93 |
| Yield(%) | 15.81 | 5.40 | 1.44 | 0.73 | 1.09 | 1.17 | 2.22 | … | … | 7.56 | 0.00 | 0.07 | 0.00 | 2.32 | 1.68 | 0.00 | 1.14 | 0.79 | 0.00 | 0.54 | 4.05 | 8.67 | 4.14 | 6.46 | 8.95 | 15.12 |
Data as of 06/17/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGSXY (Light SA ADR) |
-54.21%
Jul 2019 – Jul 2022 |
-40.57%
Jul 2019 – Jul 2024 |
-23.72%
Feb 2013 – Feb 2023 |
-19.82%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LGSXY (Light SA ADR) |
41.38%
Jan 2016 – Jan 2019 |
20.85%
Jan 2016 – Jan 2021 |
-4.79%
Feb 2010 – Feb 2020 |
-10.89%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart