Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUGDF (Lundin Gold Inc) | 126.78% | 191.65% | 103.55% | 42.53% | 33.01% | 22.90% | NA | 76.07% |
Data as of 07/22/2025, AR inception is 07/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUGDF (Lundin Gold Inc) | 07/16/2007 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.93 | 191.65 | 103.55 | 42.53 | 33.01 | 22.90 | NA | 76.07 | 126.78 | 78.97 | 34.64 | 19.05 | -4.41 | 34.27 | 75.89 | 1.39 | -7.46 | 43.01 | -26.68 | 4.80 | -15.71 | 4.74 | 17.94 | -54.05 | 146.67 | 74,900.00 | 100.00 |
| Sharpe Ratio | NA | 3.36 | 2.09 | 0.84 | 0.69 | NA | NA | 0.32 | 5.48 | 1.85 | 0.81 | 0.31 | -0.10 | 0.56 | 1.94 | 0.00 | -0.23 | 0.89 | -0.93 | 0.10 | -0.66 | 0.15 | 0.29 | -0.72 | 1.57 | 70.38 | 1.40 |
| Standard Deviation(%) | NA | 50.67 | 46.83 | 47.35 | 45.42 | NA | NA | 231.70 | 59.60 | 39.67 | 37.92 | 57.25 | 45.42 | 60.92 | 38.38 | 33.20 | 35.34 | 48.18 | 28.84 | 47.53 | 23.70 | 31.25 | 60.82 | 74.74 | 93.07 | 1,010.04 | 248.45 |
| Draw Down(%) | NA | 18.34 | 24.32 | 43.61 | 46.65 | NA | NA | 89.52 | 18.34 | 16.12 | 24.32 | 34.87 | 34.54 | 46.65 | 19.25 | 22.82 | 33.19 | 28.80 | 29.11 | 23.98 | 20.48 | 12.86 | 32.03 | 72.50 | 35.42 | 87.62 | 50.00 |
| Yield(%) | 0.00 | 1.21 | 5.32 | 2.23 | 3.28 | 55.61 | 50,050.00 | 55,611.11 | 0.00 | 3.30 | 3.96 | 2.48 | 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 07/22/2025, AR inception is 07/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUGDF (Lundin Gold Inc) |
-36.80%
Jun 2008 - Jun 2011 |
-30.37%
Jun 2008 - Jun 2013 |
-16.36%
Jun 2008 - Jun 2018 |
-3.23%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUGDF (Lundin Gold Inc) |
1,021.35%
Mar 2008 - Mar 2011 |
355.69%
Aug 2007 - Aug 2012 |
114.94%
Aug 2007 - Aug 2017 |
72.03%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison Chart