Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HL-PB (Hecla Mining Company) | -3.03% | 38.52% | 14.03% | 9.59% | 8.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HL-PB (Hecla Mining Company) | 06/19/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.97 | 38.52 | 14.03 | 9.59 | 8.11 | NA | NA | … | … | -3.03 | 42.40 | 3.82 | -0.04 | 7.87 | 3.45 | 20.13 | 1.32 | 10.60 | 2.25 | 6.19 | 13.96 | 12.62 | -11.35 | 9.36 |
| Sharpe Ratio | NA | 0.93 | 0.39 | 0.26 | 0.25 | NA | NA | … | … | -0.05 | 1.59 | 0.01 | -0.11 | 0.17 | 0.15 | 0.60 | -0.01 | 0.37 | 0.08 | 0.24 | 0.54 | 0.63 | -0.49 | 0.87 |
| Standard Deviation(%) | NA | 43.18 | 30.31 | 32.18 | 28.81 | NA | NA | … | … | 58.25 | 25.03 | 19.67 | 33.77 | 37.81 | 22.79 | 32.81 | 17.88 | 24.74 | 20.13 | 25.36 | 25.89 | 20.03 | 23.42 | 21.17 |
| Draw Down(%) | NA | 37.25 | 37.25 | 37.25 | 37.25 | NA | NA | … | … | 37.25 | 10.28 | 11.38 | 20.12 | 20.98 | 11.49 | 24.31 | 16.35 | 17.29 | 11.59 | 13.67 | 9.13 | 5.96 | 23.45 | 7.52 |
| Yield(%) | 0.00 | 6.75 | 6.33 | 6.00 | 6.02 | 5.77 | 4.32 | … | … | 1.24 | 6.62 | 6.45 | 6.03 | 6.07 | 5.85 | 6.80 | 6.41 | 6.52 | 6.37 | 6.37 | 6.81 | 7.32 | 5.94 | 3.15 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HL-PB (Hecla Mining Company) |
-1.44%
Apr 2022 – Apr 2025 |
2.69%
Jun 2020 – Jun 2025 |
5.00%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HL-PB (Hecla Mining Company) |
21.57%
Jan 2023 – Jan 2026 |
15.53%
Feb 2021 – Feb 2026 |
10.57%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart