Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUND (Sprott Focus Trust) | 10.39% | 6.27% | 8.65% | 13.95% | 8.97% | 8.98% | 7.27% | 8.16% |
Data as of 07/14/2025, AR inception is 02/26/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUND (Sprott Focus Trust) | 02/26/1992 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.83 | 6.27 | 8.65 | 13.95 | 8.97 | 8.98 | 7.27 | 8.16 | 10.39 | -1.01 | 6.94 | -1.16 | 36.20 | 2.44 | 36.28 | -19.56 | 22.19 | 27.20 | -14.77 | 0.63 | 21.99 | 12.33 | -11.97 | 19.59 | 41.25 | -45.30 | 1.88 | 29.27 | 2.95 | 46.74 | 63.74 | -15.06 | 19.65 | 28.31 | -0.60 | 1.48 | 11.24 | 10.28 | 17.70 | -16.04 | 12.76 | -13.54 |
| Sharpe Ratio | NA | 0.31 | 0.26 | 0.62 | 0.38 | NA | NA | 0.22 | 0.81 | -0.31 | 0.19 | -0.11 | 2.11 | 0.06 | 2.69 | -1.49 | 2.13 | 1.45 | -0.95 | 0.04 | 1.58 | 0.73 | -0.43 | 0.82 | 1.26 | -0.79 | -0.05 | 1.03 | 0.03 | 1.97 | 2.73 | -0.48 | 0.46 | 0.64 | -0.10 | -0.05 | 0.24 | 0.23 | 0.38 | -0.59 | 0.28 | -0.45 |
| Standard Deviation(%) | NA | 19.27 | 19.09 | 19.01 | 20.10 | NA | NA | 28.68 | 22.19 | 14.81 | 17.38 | 24.18 | 17.15 | 37.45 | 12.96 | 14.13 | 10.15 | 18.55 | 15.58 | 14.61 | 13.91 | 16.87 | 27.84 | 23.77 | 32.62 | 58.11 | 27.91 | 25.24 | 22.29 | 23.23 | 23.08 | 33.96 | 37.98 | 37.64 | 38.56 | 38.62 | 30.80 | 28.56 | 36.36 | 32.43 | 37.15 | 40.41 |
| Draw Down(%) | NA | 18.19 | 18.30 | 24.68 | 43.32 | NA | NA | 65.37 | 15.66 | 9.14 | 18.30 | 24.68 | 10.86 | 43.32 | 11.53 | 26.92 | 5.45 | 15.52 | 23.15 | 17.49 | 10.15 | 17.70 | 30.59 | 21.46 | 28.92 | 65.10 | 19.42 | 17.32 | 21.72 | 19.21 | 15.45 | 36.23 | 25.53 | 15.13 | 20.49 | 35.97 | 20.26 | 10.50 | 14.19 | 23.31 | 11.11 | 22.37 |
| Yield(%) | 0.00 | 7.60 | 7.21 | 10.04 | 7.85 | 8.34 | 7.01 | 10.02 | 3.52 | 7.59 | 6.22 | 6.18 | 11.07 | 7.41 | 7.88 | 8.69 | 7.44 | 7.07 | 6.05 | 5.55 | 5.90 | 7.19 | 5.34 | 0.00 | 1.86 | 5.20 | 18.61 | 16.27 | 11.75 | 20.93 | 10.84 | 1.36 | 2.49 | 6.88 | 2.77 | 5.09 | 0.91 | 0.67 | 0.00 | 1.40 | 5.89 | 8.30 |
Data as of 07/14/2025, AR inception is 02/26/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUND (Sprott Focus Trust) |
-18.67%
Feb 2006 - Feb 2009 |
-5.78%
May 2007 - May 2012 |
0.58%
Jan 2006 - Jan 2016 |
3.25%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUND (Sprott Focus Trust) |
46.17%
Mar 2003 - Mar 2006 |
28.58%
Oct 2002 - Oct 2007 |
17.52%
Apr 1996 - Apr 2006 |
13.12%
May 1993 - May 2008 |
Annualized Rolling Returns Comparison Chart