Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCC (Warrior Met Coal, Inc.) | 13.53% | 115.36% | 43.36% | 43.24% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCC (Warrior Met Coal, Inc.) | 04/13/2017 | 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 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.69 | 115.36 | 43.36 | 43.24 | NA | NA | NA | … | … | 13.53 | 63.49 | -9.79 | 81.59 | 41.03 | 21.82 | 2.30 | 1.98 | 23.20 | 125.06 |
| Sharpe Ratio | NA | 1.90 | 0.82 | 0.80 | NA | NA | NA | … | … | 0.33 | 1.15 | -0.29 | 1.94 | 0.76 | 0.37 | 0.03 | 0.01 | 0.47 | 5.56 |
| Standard Deviation(%) | NA | 53.90 | 47.75 | 48.93 | NA | NA | NA | … | … | 50.98 | 52.86 | 46.24 | 40.51 | 52.13 | 58.89 | 80.38 | 39.73 | 46.35 | 37.85 |
| Draw Down(%) | NA | 24.41 | 45.53 | 45.53 | NA | NA | NA | … | … | 24.41 | 28.74 | 29.47 | 22.60 | 35.66 | 38.06 | 57.38 | 36.92 | 29.81 | 18.24 |
| Yield(%) | 0.00 | 0.69 | 1.38 | 4.46 | 15.06 | 10.04 | 7.53 | … | … | 0.18 | 0.59 | 1.35 | 3.61 | 6.04 | 0.90 | 0.92 | 19.44 | 25.17 | 63.11 |
Data as of 06/05/2026, Common starting date is 04/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCC (Warrior Met Coal, Inc.) |
-9.44%
Jun 2018 – Jun 2021 |
9.21%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCC (Warrior Met Coal, Inc.) |
67.98%
Apr 2021 – Apr 2024 |
44.49%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart