Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRHLF (Freehold Royalties Ltd.) | 18.20% | 51.82% | 15.04% | 19.27% | 10.32% | 3.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRHLF (Freehold Royalties 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 (%) | 3.18 | 51.82 | 15.04 | 19.27 | 10.32 | 3.62 | NA | … | … | 18.20 | 35.25 | -7.16 | -4.55 | 38.16 | 138.00 | -21.44 | 0.41 | -42.56 | 9.35 | 42.89 | -49.40 | -14.49 | 1.08 | 24.96 | 1.17 | 57.48 | 126.46 |
| Sharpe Ratio | NA | 2.13 | 0.42 | 0.52 | 0.22 | NA | NA | … | … | 1.35 | 1.28 | -0.55 | -0.30 | 0.82 | 3.25 | -0.28 | -0.04 | -1.31 | 0.26 | 0.93 | -0.99 | -0.55 | 0.05 | 1.16 | 0.04 | 2.13 | 3.06 |
| Standard Deviation(%) | NA | 20.18 | 23.36 | 32.10 | 39.83 | NA | NA | … | … | 23.80 | 25.37 | 19.70 | 27.50 | 44.89 | 42.48 | 78.50 | 27.60 | 33.56 | 33.06 | 45.78 | 49.98 | 26.26 | 19.67 | 21.74 | 30.85 | 26.93 | 50.37 |
| Draw Down(%) | NA | 9.04 | 26.40 | 31.01 | 83.74 | NA | NA | … | … | 9.04 | 16.99 | 18.98 | 17.88 | 31.01 | 22.94 | 71.08 | 27.92 | 49.03 | 21.23 | 24.57 | 58.27 | 40.46 | 13.24 | 18.21 | 38.06 | 17.40 | 17.85 |
| Yield(%) | 0.52 | 8.63 | 7.43 | 10.18 | 6.30 | 3.95 | 11.49 | … | … | 2.96 | 8.47 | 7.65 | 7.26 | 10.30 | 10.87 | 3.99 | 7.96 | 4.36 | 3.95 | 4.96 | 4.31 | 8.03 | 7.20 | 7.81 | 8.26 | 11.16 | 13.98 |
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 |
|---|---|---|---|---|
| FRHLF (Freehold Royalties Ltd.) |
-36.55%
Mar 2017 – Mar 2020 |
-27.27%
Mar 2015 – Mar 2020 |
-12.66%
Mar 2010 – Mar 2020 |
2.08%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRHLF (Freehold Royalties Ltd.) |
83.40%
Mar 2020 – Mar 2023 |
43.03%
Mar 2020 – Mar 2025 |
12.33%
Feb 2016 – Feb 2026 |
10.61%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart