Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTCO (Fortitude Gold Corp) | 25.58% | 64.95% | -5.23% | -3.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTCO (Fortitude Gold Corp) | 03/23/2021 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 64.95 | -5.23 | -3.56 | NA | NA | NA | … | … | 25.58 | -17.03 | -9.04 | 16.65 | -10.16 | 72.72 |
| Sharpe Ratio | NA | 1.40 | -0.20 | -0.17 | NA | NA | NA | … | … | 1.84 | -0.40 | -0.34 | 0.54 | -0.42 | 2.18 |
| Standard Deviation(%) | NA | 44.87 | 39.96 | 36.94 | NA | NA | NA | … | … | 43.23 | 49.53 | 37.08 | 24.31 | 27.45 | 46.34 |
| Draw Down(%) | NA | 19.96 | 50.54 | 53.88 | NA | NA | NA | … | … | 19.13 | 46.58 | 28.99 | 17.79 | 25.70 | 25.72 |
| Yield(%) | 0.00 | 4.00 | 5.04 | 4.87 | 5.09 | 3.39 | 2.54 | … | … | 1.28 | 4.68 | 7.91 | 8.44 | 7.32 | 7.63 |
Data as of 06/05/2026, Common starting date is 03/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCO (Fortitude Gold Corp) |
-16.21%
May 2022 – May 2025 |
-3.91%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTCO (Fortitude Gold Corp) |
6.58%
Apr 2021 – Apr 2024 |
7.03%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart