Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPI (Intrepid Potash, Inc.) | 34.08% | -2.08% | 23.12% | 3.66% | 9.21% | -12.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPI (Intrepid Potash, Inc.) | 04/22/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.71 | -2.08 | 23.12 | 3.66 | 9.21 | -12.70 | NA | … | … | 34.08 | 29.84 | -8.25 | -17.25 | -32.44 | 76.94 | -10.89 | 4.23 | -45.38 | 128.85 | -29.49 | -78.74 | -12.37 | -25.60 | -2.69 | -39.31 | 27.84 | 40.44 | -58.79 |
| Sharpe Ratio | NA | 0.05 | 0.47 | 0.06 | 0.14 | NA | NA | … | … | 1.83 | 0.56 | -0.35 | -0.42 | -0.40 | 1.05 | -0.10 | 0.06 | -0.79 | 1.88 | -0.20 | -1.43 | -0.36 | -0.51 | -0.08 | -0.81 | 0.65 | 0.58 | -0.67 |
| Standard Deviation(%) | NA | 54.90 | 51.36 | 60.50 | 70.87 | NA | NA | … | … | 70.48 | 48.65 | 44.01 | 51.29 | 83.84 | 73.03 | 109.87 | 46.00 | 58.85 | 68.68 | 147.05 | 55.19 | 34.29 | 49.91 | 32.72 | 48.39 | 42.56 | 69.76 | 108.36 |
| Draw Down(%) | NA | 36.95 | 38.52 | 85.29 | 86.14 | NA | NA | … | … | 27.95 | 38.52 | 25.41 | 47.60 | 76.57 | 37.89 | 74.26 | 46.10 | 48.51 | 42.86 | 78.18 | 81.68 | 27.63 | 51.35 | 27.42 | 47.65 | 41.28 | 40.49 | 80.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.17 | 0.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.21 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPI (Intrepid Potash, Inc.) |
-63.10%
Feb 2013 – Feb 2016 |
-51.61%
Feb 2011 – Feb 2016 |
-30.24%
Mar 2010 – Mar 2020 |
-19.92%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPI (Intrepid Potash, Inc.) |
56.57%
Feb 2016 – Feb 2019 |
36.71%
Mar 2017 – Mar 2022 |
14.44%
Mar 2016 – Mar 2026 |
-10.51%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart