Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTG (B2Gold Corp.) | 49.87% | 39.93% | 7.10% | -4.68% | 11.46% | 7.55% | NA | 6.97% |
Data as of 06/30/2025, AR inception is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTG (B2Gold Corp.) | 06/25/2008 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 39.93 | 7.10 | -4.68 | 11.46 | 7.55 | NA | 6.97 | 49.87 | -18.07 | -7.22 | -5.13 | -26.99 | 42.33 | 38.09 | -5.81 | 30.80 | 132.35 | -37.04 | -19.80 | -43.42 | 15.91 | 14.07 | 130.77 | 225.00 | -75.00 |
| Sharpe Ratio | NA | 0.71 | 0.01 | -0.14 | 0.19 | NA | NA | 0.10 | 2.40 | -0.51 | -0.32 | -0.14 | -0.68 | 0.61 | 0.93 | -0.18 | 0.65 | 1.82 | -0.58 | -0.34 | -0.63 | 0.29 | 0.22 | 2.34 | 2.52 | -0.95 |
| Standard Deviation(%) | NA | 45.87 | 41.72 | 42.71 | 50.71 | NA | NA | 58.66 | 48.88 | 42.13 | 34.13 | 45.76 | 39.70 | 68.42 | 39.21 | 39.51 | 46.61 | 72.77 | 63.63 | 58.62 | 69.36 | 54.48 | 62.75 | 55.93 | 89.10 | 99.11 |
| Draw Down(%) | NA | 32.78 | 44.26 | 63.37 | 63.37 | NA | NA | 85.87 | 20.00 | 29.28 | 34.09 | 41.34 | 43.58 | 43.30 | 26.81 | 34.88 | 37.75 | 42.25 | 56.71 | 54.52 | 53.47 | 39.29 | 36.51 | 27.81 | 38.82 | 83.33 |
| Yield(%) | 0.00 | 4.46 | 4.33 | 2.67 | 5.29 | 3.55 | 2.81 | 3.31 | 1.54 | 5.13 | 4.35 | 4.17 | 2.70 | 2.80 | 0.69 | 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 06/30/2025, AR inception is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTG (B2Gold Corp.) |
-41.78%
Jan 2013 - Jan 2016 |
-20.08%
Jan 2011 - Jan 2016 |
-2.01%
Oct 2012 - Oct 2022 |
6.50%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTG (B2Gold Corp.) |
129.35%
Oct 2008 - Oct 2011 |
51.45%
Oct 2008 - Oct 2013 |
23.28%
Dec 2008 - Dec 2018 |
18.03%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart