Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCX (Freeport-McMoRan Inc.) | 37.86% | 72.54% | 25.12% | 12.33% | 20.82% | 4.29% | 7.01% | … | … |
Data as of 06/04/2026, Common starting date is 07/10/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCX (Freeport-McMoRan Inc.) | 07/10/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.80 | 72.54 | 25.12 | 12.33 | 20.82 | 4.29 | 7.01 | … | … | 37.86 | 35.41 | -9.41 | 13.69 | -7.34 | 61.41 | 99.06 | 29.59 | -45.11 | 43.75 | 94.83 | -70.14 | -35.83 | 19.93 | -4.03 | -37.01 | 51.05 | 228.52 | -75.83 | 85.25 | 7.49 | 44.91 | -7.89 | 152.25 | 25.32 | 56.38 | -59.47 | 102.40 | -33.34 | -46.43 | 7.55 | 15.59 |
| Sharpe Ratio | NA | 1.41 | 0.52 | 0.18 | 0.39 | NA | NA | … | … | 1.64 | 0.66 | -0.37 | 0.29 | -0.16 | 1.21 | 1.38 | 0.66 | -1.05 | 1.09 | 1.18 | -1.02 | -1.33 | 0.74 | -0.11 | -0.79 | 1.19 | 3.45 | -0.82 | 1.81 | 0.09 | 1.42 | -0.22 | 3.98 | 0.47 | 1.08 | -1.17 | 1.65 | -0.72 | -1.49 | 0.14 | 1.07 |
| Standard Deviation(%) | NA | 48.10 | 42.70 | 44.89 | 48.60 | NA | NA | … | … | 53.36 | 49.48 | 34.84 | 35.26 | 53.70 | 50.78 | 71.45 | 42.43 | 44.36 | 39.67 | 80.43 | 68.77 | 27.01 | 27.05 | 37.40 | 46.80 | 42.88 | 66.18 | 93.44 | 45.49 | 47.04 | 29.96 | 40.39 | 38.07 | 51.02 | 51.01 | 54.62 | 60.19 | 50.97 | 33.63 | 28.27 | 29.42 |
| Draw Down(%) | NA | 24.90 | 46.34 | 51.26 | 72.59 | NA | NA | … | … | 24.31 | 32.23 | 30.17 | 28.53 | 51.26 | 31.82 | 60.61 | 39.80 | 50.61 | 34.14 | 44.76 | 73.78 | 45.30 | 21.69 | 32.34 | 50.04 | 33.85 | 28.14 | 86.54 | 26.21 | 38.83 | 25.99 | 35.77 | 15.60 | 49.62 | 44.05 | 68.14 | 27.23 | 52.61 | 55.32 | 20.20 | 16.52 |
| Yield(%) | 0.00 | 1.47 | 1.62 | 1.37 | 2.85 | 1.25 | 1.37 | … | … | 0.58 | 1.58 | 1.43 | 1.58 | 1.45 | 0.83 | 0.38 | 1.93 | 0.76 | 0.00 | 0.00 | 2.42 | 3.30 | 7.28 | 2.99 | 1.24 | 1.11 | 0.00 | 0.88 | 1.17 | 3.55 | 3.36 | 1.31 | 0.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 1.49 | 1.41 | 0.72 |
Data as of 06/04/2026, Common starting date is 07/10/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCX (Freeport-McMoRan Inc.) |
-46.85%
Jan 2013 – Jan 2016 |
-36.41%
Jan 2011 – Jan 2016 |
-15.38%
Jan 2006 – Jan 2016 |
-4.87%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCX (Freeport-McMoRan Inc.) |
83.98%
Mar 2020 – Mar 2023 |
60.33%
Oct 2002 – Oct 2007 |
31.75%
Dec 2000 – Dec 2010 |
16.09%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart