Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVPAF (Ivanhoe Mines Ltd.) | -20.81% | 15.64% | 3.40% | 4.44% | 28.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVPAF (Ivanhoe Mines Ltd.) | 12/28/2012 | 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 (%) | 2.04 | 15.64 | 3.40 | 4.44 | 28.02 | NA | NA | … | … | -20.81 | -2.36 | 25.52 | 22.53 | -3.66 | 51.91 | 64.22 | 91.10 | -48.66 | 76.32 | 313.04 | -48.72 | -49.72 | -64.59 | 0.00 |
| Sharpe Ratio | NA | 0.12 | 0.02 | 0.02 | 0.47 | NA | NA | … | … | -0.75 | -0.08 | 0.41 | 0.45 | -0.08 | 1.14 | 1.03 | 1.97 | -0.76 | 1.35 | 4.63 | -0.65 | -0.88 | -0.98 | NA |
| Standard Deviation(%) | NA | 56.96 | 54.06 | 53.70 | 56.35 | NA | NA | … | … | 64.12 | 64.63 | 46.29 | 41.34 | 61.96 | 45.45 | 61.59 | 45.47 | 65.90 | 56.20 | 67.63 | 75.10 | 56.28 | 66.07 | 0.00 |
| Draw Down(%) | NA | 46.66 | 53.62 | 53.62 | 64.81 | NA | NA | … | … | 46.66 | 41.55 | 30.66 | 31.76 | 50.64 | 22.43 | 56.50 | 30.13 | 56.16 | 29.65 | 21.34 | 57.80 | 60.10 | 75.74 | 0.00 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVPAF (Ivanhoe Mines Ltd.) |
-53.77%
Jan 2013 – Jan 2016 |
-13.31%
Mar 2013 – Mar 2018 |
6.94%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVPAF (Ivanhoe Mines Ltd.) |
75.86%
Mar 2020 – Mar 2023 |
65.20%
Feb 2016 – Feb 2021 |
38.88%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart