Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQVLF (First Quantum Minerals Ltd) | 23.26% | 115.30% | 15.26% | 6.83% | 15.61% | 2.09% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQVLF (First Quantum Minerals Ltd) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.61 | 115.30 | 15.26 | 6.83 | 15.61 | 2.09 | NA | … | … | 23.26 | 110.53 | 59.37 | -60.11 | -12.57 | 33.62 | 77.57 | 25.71 | -42.70 | 41.78 | 164.10 | -73.50 | -19.87 | -17.75 | 14.33 | -9.84 | 41.38 | 206.44 |
| Sharpe Ratio | NA | 2.18 | 0.13 | 0.03 | 0.23 | NA | NA | … | … | 0.63 | 2.17 | 0.93 | -0.97 | -0.19 | 0.59 | 0.89 | 0.40 | -0.73 | 0.84 | 1.56 | -0.81 | -0.52 | -0.38 | 0.29 | -0.14 | 0.68 | 3.52 |
| Standard Deviation(%) | NA | 46.72 | 58.90 | 60.81 | 63.12 | NA | NA | … | … | 57.50 | 50.85 | 57.26 | 67.03 | 72.90 | 57.10 | 86.47 | 61.05 | 60.19 | 49.25 | 104.99 | 90.34 | 38.23 | 46.45 | 49.36 | 72.49 | 60.97 | 73.53 |
| Draw Down(%) | NA | 31.37 | 75.93 | 80.06 | 80.45 | NA | NA | … | … | 31.37 | 34.74 | 29.11 | 75.93 | 58.80 | 40.78 | 66.41 | 51.87 | 57.16 | 43.78 | 53.99 | 82.33 | 46.15 | 37.92 | 33.11 | 57.44 | 49.89 | 21.82 |
| Yield(%) | 0.00 | 0.00 | 0.09 | 0.24 | 0.38 | 0.24 | 1.18 | … | … | 0.00 | 0.00 | 0.00 | 0.77 | 0.56 | 0.04 | 0.08 | 0.00 | 0.00 | 0.00 | 0.28 | 0.41 | 0.78 | 0.76 | 0.93 | 0.86 | 0.89 | 0.20 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQVLF (First Quantum Minerals Ltd) |
-52.32%
Jan 2013 – Jan 2016 |
-37.27%
Jan 2011 – Jan 2016 |
-10.43%
Mar 2010 – Mar 2020 |
-0.93%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQVLF (First Quantum Minerals Ltd) |
74.95%
Jan 2016 – Jan 2019 |
50.67%
Jan 2016 – Jan 2021 |
29.56%
Jan 2016 – Jan 2026 |
4.95%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart