Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MALRY (Mineral Res) | 39.50% | 288.71% | 3.51% | 8.25% | 27.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MALRY (Mineral Res) | 09/11/2012 | 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 (%) | -1.07 | 288.71 | 3.51 | 8.25 | 27.09 | NA | NA | … | … | 39.50 | 72.23 | -55.46 | -6.59 | 30.80 | 49.80 | 163.52 | 17.35 | -35.81 | 81.58 | 237.04 | -50.01 | -40.25 | 6.09 | 35.20 |
| Sharpe Ratio | NA | 4.39 | 0.04 | 0.13 | 0.50 | NA | NA | … | … | 2.43 | 0.97 | -1.00 | -0.23 | 0.49 | 1.09 | 2.10 | 0.48 | -0.85 | 1.86 | 2.91 | -0.85 | -0.92 | 0.19 | 4.16 |
| Standard Deviation(%) | NA | 59.53 | 60.83 | 58.24 | 54.09 | NA | NA | … | … | 58.43 | 71.53 | 59.26 | 44.78 | 60.18 | 45.84 | 77.33 | 32.90 | 43.77 | 43.80 | 81.39 | 58.96 | 43.58 | 32.26 | 42.20 |
| Draw Down(%) | NA | 22.45 | 82.79 | 86.19 | 86.19 | NA | NA | … | … | 22.03 | 60.65 | 62.59 | 46.15 | 39.44 | 39.83 | 38.95 | 27.94 | 41.56 | 24.79 | 13.60 | 57.67 | 51.58 | 28.87 | 14.21 |
| Yield(%) | 0.00 | 0.00 | 0.42 | 1.82 | 10.22 | 6.46 | 4.85 | … | … | 0.00 | 0.00 | 0.28 | 2.36 | 1.71 | 6.98 | 6.26 | 2.99 | 3.02 | 4.52 | 7.67 | 2.76 | 5.34 | 4.57 | 3.84 |
Data as of 06/04/2026, Common starting date is 09/11/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALRY (Mineral Res) |
-36.78%
Feb 2013 – Feb 2016 |
2.19%
Jul 2020 – Jul 2025 |
12.46%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALRY (Mineral Res) |
95.37%
Mar 2020 – Mar 2023 |
78.24%
Apr 2016 – Apr 2021 |
37.83%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart