Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMCL (Caledonia Mining Corporation Plc) | -17.62% | 20.99% | 22.33% | 12.71% | 19.61% | 12.08% | 8.16% | … | … |
Data as of 06/04/2026, Common starting date is 11/19/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMCL (Caledonia Mining Corporation Plc) | 11/19/1984 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.16 | 20.99 | 22.33 | 12.71 | 19.61 | 12.08 | 8.16 | … | … | -17.62 | 186.75 | -18.90 | 2.65 | 11.39 | -23.90 | 93.13 | 67.61 | -25.55 | 33.08 | 94.16 | 7.67 | -9.33 | -21.11 | 0.00 | -43.75 | 128.57 | 0.00 | -36.36 | 37.50 | -20.00 | -9.09 | -65.63 | 23.08 | 550.00 | 28.00 | 0.00 | -50.00 | -77.78 | -86.57 | -62.36 | -27.05 | 1,255.56 | 200.00 | -40.00 | -16.67 | -76.92 | -18.75 | -56.76 | 174.07 | 107.69 | 62.50 | -11.11 |
| Sharpe Ratio | NA | 0.62 | 0.44 | 0.23 | 0.37 | NA | NA | … | … | -0.32 | 3.06 | -0.49 | -0.02 | 0.20 | -0.48 | 1.10 | 1.67 | -0.66 | 0.82 | 1.35 | 0.13 | -0.15 | -0.28 | 0.00 | -0.38 | 0.95 | 0.00 | -0.25 | 0.36 | -0.24 | -0.11 | -0.86 | 0.22 | 4.13 | 0.11 | -0.02 | -0.15 | -0.37 | -0.71 | -1.00 | -0.59 | 10.28 | 1.01 | -0.22 | -0.25 | -1.04 | -0.43 | -1.02 | 2.59 | 1.68 | 0.97 | -0.81 |
| Standard Deviation(%) | NA | 65.78 | 54.77 | 52.58 | 54.93 | NA | NA | … | … | 66.96 | 60.39 | 46.39 | 53.13 | 50.80 | 49.36 | 84.05 | 39.59 | 41.18 | 39.65 | 69.82 | 57.98 | 61.18 | 76.05 | 116.52 | 114.36 | 134.67 | 141.32 | 150.34 | 95.30 | 97.57 | 99.77 | 77.80 | 99.87 | 132.88 | 240.74 | 271.08 | 362.39 | 220.23 | 127.64 | 65.77 | 52.44 | 121.85 | 194.08 | 193.03 | 81.03 | 79.23 | 57.32 | 60.19 | 65.09 | 61.26 | 58.95 | 88.91 |
| Draw Down(%) | NA | 42.87 | 45.27 | 50.00 | 65.79 | NA | NA | … | … | 34.74 | 36.79 | 44.73 | 44.07 | 50.00 | 38.80 | 47.78 | 15.90 | 47.40 | 29.96 | 47.25 | 37.70 | 51.40 | 56.67 | 61.54 | 62.50 | 31.25 | 42.86 | 85.71 | 50.00 | 60.00 | 40.00 | 72.97 | 57.89 | 53.57 | 50.00 | 83.33 | 83.33 | 87.88 | 91.67 | 72.48 | 53.85 | 40.38 | 50.00 | 71.43 | 64.29 | 78.57 | 54.72 | 65.00 | 50.00 | 33.33 | 40.00 | 22.22 |
| Yield(%) | 0.00 | 3.11 | 4.28 | 3.89 | 8.16 | 4.87 | 3.17 | … | … | 1.06 | 5.89 | 4.48 | 4.39 | 4.86 | 2.73 | 3.91 | 4.90 | 4.62 | 2.76 | 5.45 | 7.74 | 5.95 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/19/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCL (Caledonia Mining Corporation Plc) |
-78.31%
Feb 1996 – Feb 1999 |
-67.26%
Nov 1994 – Nov 1999 |
-36.80%
Jan 1995 – Jan 2005 |
-27.83%
Feb 1995 – Feb 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMCL (Caledonia Mining Corporation Plc) |
217.48%
Feb 1992 – Feb 1995 |
79.05%
Jan 1991 – Jan 1996 |
33.70%
Sep 2015 – Sep 2025 |
20.87%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart