Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HGMCF (Harmony Gold Mining Company Limited) | -13.25% | 17.53% | 57.22% | 37.62% | 21.89% | 4.99% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HGMCF (Harmony Gold Mining Company Limited) | 02/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 17.53 | 57.22 | 37.62 | 21.89 | 4.99 | NA | … | … | -13.25 | 151.29 | 33.92 | 68.62 | 2.92 | -21.39 | 95.59 | 51.28 | 10.17 | -2.29 | 157.20 | -57.31 | -31.40 | -66.59 | -39.48 | 14.16 | 19.90 | -9.93 |
| Sharpe Ratio | NA | 0.24 | 0.93 | 0.48 | 0.29 | NA | NA | … | … | -0.43 | 2.47 | 0.61 | 1.52 | 0.01 | -0.38 | 0.98 | 1.32 | 0.21 | -0.05 | 1.39 | -0.64 | -0.63 | -1.04 | -1.52 | 0.40 | 0.67 | -0.34 |
| Standard Deviation(%) | NA | 62.45 | 57.74 | 72.75 | 69.77 | NA | NA | … | … | 76.19 | 60.34 | 49.72 | 43.26 | 116.83 | 55.61 | 97.19 | 37.63 | 41.60 | 63.72 | 113.15 | 89.86 | 49.51 | 64.34 | 26.12 | 35.09 | 29.51 | 33.54 |
| Draw Down(%) | NA | 43.31 | 43.31 | 61.15 | 62.37 | NA | NA | … | … | 43.31 | 27.09 | 31.20 | 15.79 | 61.15 | 42.63 | 37.68 | 10.26 | 26.61 | 45.49 | 50.00 | 72.14 | 51.41 | 66.59 | 41.05 | 23.12 | 20.74 | 27.60 |
| Yield(%) | 0.00 | 2.69 | 4.92 | 6.36 | 5.12 | 1.36 | 1.17 | … | … | 1.62 | 2.49 | 2.12 | 1.07 | 11.03 | 7.69 | 0.00 | 0.00 | 0.00 | 3.45 | 4.81 | 0.00 | 0.00 | 6.25 | 3.40 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| HGMCF (Harmony Gold Mining Company Limited) |
-53.92%
Dec 2012 – Dec 2015 |
-41.66%
Dec 2010 – Dec 2015 |
-15.41%
Mar 2009 – Mar 2019 |
0.51%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HGMCF (Harmony Gold Mining Company Limited) |
111.42%
Sep 2022 – Sep 2025 |
52.69%
Mar 2020 – Mar 2025 |
43.73%
Dec 2015 – Dec 2025 |
8.83%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart