Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARREF (Amerigo Resources Ltd.) | 59.24% | 297.83% | 79.44% | 47.88% | 52.53% | 14.80% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARREF (Amerigo Resources Ltd.) | 01/17/2007 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.19 | 297.83 | 79.44 | 47.88 | 52.53 | 14.80 | NA | … | … | 59.24 | 221.46 | 15.31 | 17.30 | -7.76 | 86.34 | 50.00 | -35.38 | -25.29 | 248.00 | 92.31 | -38.10 | -43.24 | -37.29 | 16.10 | -58.83 | 109.09 | 106.25 | -84.64 | 34.54 |
| Sharpe Ratio | NA | 5.71 | 1.78 | 0.88 | 0.81 | NA | NA | … | … | 2.81 | 5.64 | 0.30 | 0.34 | -0.17 | 1.58 | 0.47 | -0.57 | -0.47 | 3.79 | 0.87 | -0.45 | -0.13 | -0.72 | 0.28 | -0.91 | 1.96 | 1.23 | -0.94 | 0.67 |
| Standard Deviation(%) | NA | 49.82 | 42.56 | 45.53 | 63.42 | NA | NA | … | … | 61.61 | 39.01 | 39.56 | 39.98 | 52.78 | 54.80 | 104.45 | 64.90 | 56.61 | 65.71 | 106.41 | 85.30 | 341.34 | 51.55 | 57.00 | 64.46 | 55.65 | 85.96 | 90.67 | 49.69 |
| Draw Down(%) | NA | 29.27 | 31.42 | 55.80 | 91.43 | NA | NA | … | … | 29.27 | 20.71 | 25.83 | 37.21 | 55.80 | 34.85 | 80.00 | 61.11 | 48.57 | 36.67 | 46.15 | 67.57 | 91.11 | 57.53 | 47.15 | 64.93 | 40.21 | 42.11 | 91.59 | 31.53 |
| Yield(%) | 0.60 | 19.13 | 13.84 | 11.64 | 56.10 | 4.34 | 2.71 | … | … | 5.35 | 11.62 | 11.05 | 9.36 | 8.21 | 2.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.14 | 2.90 | 0.00 | 0.00 | 6.17 | 7.78 |
Data as of 06/04/2026, Common starting date is 01/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARREF (Amerigo Resources Ltd.) |
-51.47%
Jan 2013 – Jan 2016 |
-40.99%
Jan 2011 – Jan 2016 |
-19.85%
Mar 2010 – Mar 2020 |
-6.69%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARREF (Amerigo Resources Ltd.) |
146.68%
Mar 2020 – Mar 2023 |
82.06%
Mar 2020 – Mar 2025 |
53.53%
Jan 2016 – Jan 2026 |
14.12%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart