Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMX (EMX Royalty Corp) | NA | 136.36% | 29.40% | 5.72% | 24.63% | 3.03% | NA | … | … |
Data as of 11/14/2025, Common starting date is 08/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMX (EMX Royalty Corp) | 08/29/2007 | 11/14/2025 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.85 | 136.36 | 29.40 | 5.72 | 24.63 | 3.03 | NA | … | … | 140.46 | 7.41 | -14.29 | -16.74 | -32.24 | 104.27 | 42.48 | 36.14 | -20.19 | 141.86 | -43.42 | -25.49 | -50.49 | -2.37 | -35.67 | 61.58 | 190.00 | -56.25 | 8.84 |
| Sharpe Ratio | NA | 3.19 | 0.68 | 0.10 | 0.45 | NA | NA | … | … | 3.90 | 0.02 | -0.55 | -0.37 | -0.69 | 1.71 | 1.31 | 0.72 | -0.46 | 1.69 | -0.52 | -0.49 | -0.87 | -0.06 | -0.56 | 0.89 | 2.10 | -0.49 | 0.43 |
| Standard Deviation(%) | NA | 41.80 | 38.42 | 43.02 | 50.64 | NA | NA | … | … | 43.63 | 37.95 | 33.92 | 49.68 | 46.85 | 60.49 | 31.77 | 48.69 | 45.87 | 83.08 | 83.21 | 51.97 | 57.98 | 44.34 | 64.20 | 69.12 | 90.47 | 117.50 | 61.01 |
| Draw Down(%) | NA | 28.81 | 32.41 | 60.65 | 60.65 | NA | NA | … | … | 28.81 | 24.53 | 25.93 | 36.29 | 43.40 | 38.92 | 15.50 | 25.53 | 42.74 | 36.00 | 50.00 | 44.92 | 62.96 | 39.35 | 55.76 | 30.04 | 33.94 | 85.38 | 21.21 |
| Yield(%) | 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 11/14/2025, Common starting date is 08/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMX (EMX Royalty Corp) |
-42.01%
Jan 2013 – Jan 2016 |
-34.40%
Jan 2011 – Jan 2016 |
-9.77%
Feb 2008 – Feb 2018 |
-1.67%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMX (EMX Royalty Corp) |
62.95%
Nov 2008 – Nov 2011 |
53.83%
Jan 2016 – Jan 2021 |
27.32%
Sep 2015 – Sep 2025 |
8.86%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart