Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWMTF (BlackRock World Mining Trust plc) | NA | -25.91% | 6.30% | 10.88% | 7.39% | 1.30% | NA | … | … |
Data as of 01/02/2025, Common starting date is 05/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWMTF (BlackRock World Mining Trust plc) | 05/28/2008 | 01/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.91 | 6.30 | 10.88 | 7.39 | 1.30 | NA | … | … | -18.00 | -9.64 | 4.25 | 55.52 | 4.67 | 33.29 | 2.54 | -8.18 | 39.36 | 63.16 | -43.13 | -29.85 | -21.78 | -0.59 | -21.77 | 40.91 | 128.57 | -72.98 |
| Sharpe Ratio | NA | -0.64 | 0.08 | 0.22 | 0.18 | NA | NA | … | … | NA | -0.71 | 0.04 | 0.62 | 2.14 | 0.67 | 0.20 | -0.96 | 1.61 | 1.94 | -0.97 | -0.66 | -1.00 | -0.02 | -0.92 | 0.60 | 2.27 | -1.11 |
| Standard Deviation(%) | NA | 46.45 | 44.51 | 42.02 | 34.68 | NA | NA | … | … | 0.00 | 35.20 | 15.45 | 60.98 | 3.38 | 48.93 | 5.28 | 9.99 | 24.16 | 32.42 | 44.35 | 45.31 | 21.80 | 26.81 | 23.68 | 67.92 | 56.64 | 80.72 |
| Draw Down(%) | NA | 25.91 | 31.20 | 31.20 | 45.72 | NA | NA | … | … | 18.00 | 19.78 | 9.53 | 26.93 | 0.00 | 24.69 | 4.05 | 11.90 | 3.92 | 0.00 | 45.72 | 35.97 | 29.62 | 27.19 | 30.83 | 36.52 | 21.28 | 78.25 |
| Yield(%) | 0.00 | 3.53 | 7.88 | 8.29 | 6.28 | 2.78 | 1.30 | … | … | 0.00 | 3.53 | 5.95 | 9.91 | 4.60 | 6.00 | 5.81 | 3.25 | 4.87 | 9.58 | 7.10 | 5.27 | 0.00 | 2.27 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/02/2025, Common starting date is 05/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWMTF (BlackRock World Mining Trust plc) |
-32.31%
Jan 2013 – Jan 2016 |
-24.96%
Feb 2011 – Feb 2016 |
-6.46%
Jun 2008 – Jun 2018 |
0.26%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWMTF (BlackRock World Mining Trust plc) |
42.79%
Feb 2009 – Feb 2012 |
26.23%
Jan 2017 – Jan 2022 |
7.46%
Nov 2013 – Nov 2023 |
10.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart