Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSM (Fortuna Mining Corp.) | -3.98% | 41.02% | 38.84% | 7.18% | 4.24% | 4.45% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSM (Fortuna Mining Corp.) | 01/09/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 41.02 | 38.84 | 7.18 | 4.24 | 4.45 | NA | … | … | -3.98 | 141.03 | 11.92 | 2.93 | -3.85 | -52.67 | 101.96 | 8.79 | -30.27 | -7.61 | 151.11 | -50.55 | 58.54 | -31.18 | -24.04 | 14.61 | 140.70 | 249.12 | -81.79 | 74.86 |
| Sharpe Ratio | NA | 1.20 | 0.78 | 0.09 | 0.08 | NA | NA | … | … | 0.06 | 2.52 | 0.10 | -0.03 | -0.08 | -0.78 | 1.20 | 0.14 | -0.86 | -0.17 | 2.11 | -0.85 | 0.84 | -0.47 | -0.40 | 0.21 | 2.22 | 2.93 | -0.69 | 1.18 |
| Standard Deviation(%) | NA | 58.75 | 54.74 | 57.44 | 59.62 | NA | NA | … | … | 67.67 | 56.12 | 53.20 | 46.88 | 65.92 | 67.92 | 84.23 | 52.09 | 36.83 | 48.74 | 71.17 | 59.30 | 69.63 | 65.82 | 60.78 | 70.95 | 63.35 | 84.86 | 118.86 | 62.94 |
| Draw Down(%) | NA | 37.26 | 37.26 | 70.69 | 81.07 | NA | NA | … | … | 37.26 | 20.59 | 33.87 | 36.99 | 53.03 | 67.92 | 56.31 | 41.75 | 46.30 | 40.88 | 47.21 | 59.65 | 45.54 | 44.78 | 55.65 | 34.24 | 36.97 | 31.18 | 89.78 | 38.06 |
| 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 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSM (Fortuna Mining Corp.) |
-28.87%
Feb 2021 – Feb 2024 |
-14.03%
Dec 2010 – Dec 2015 |
-7.20%
Sep 2012 – Sep 2022 |
-1.25%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSM (Fortuna Mining Corp.) |
153.99%
Oct 2008 – Oct 2011 |
58.73%
Oct 2008 – Oct 2013 |
25.53%
Oct 2008 – Oct 2018 |
14.23%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart