Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MISEX (MIDAS SPECIAL FUND INC. MIDAS SPECIAL FUND INC.) | 12.73% | 46.49% | 30.20% | 15.80% | 16.40% | 15.00% | 10.98% | … | … |
Data as of 06/04/2026, Common starting date is 12/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MISEX (MIDAS SPECIAL FUND INC. MIDAS SPECIAL FUND INC.) | 12/01/1993 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 46.49 | 30.20 | 15.80 | 16.40 | 15.00 | 10.98 | … | … | 12.73 | 29.83 | 26.58 | 32.71 | -23.29 | 38.28 | 13.69 | 33.49 | -11.36 | 17.90 | 13.40 | -3.74 | 1.80 | 37.77 | 16.99 | 8.91 | 5.45 | 34.56 | -45.84 | 14.28 | 13.22 | -1.20 | 10.64 | 4.88 | -10.66 | -27.82 | -21.34 | 30.58 | -5.09 | 5.21 | 0.90 | 40.44 | -16.53 | 0.88 |
| Sharpe Ratio | NA | 2.37 | 1.47 | 0.61 | 0.63 | NA | NA | … | … | 1.53 | 1.27 | 1.53 | 1.55 | -0.79 | 2.33 | 0.29 | 1.80 | -0.63 | 1.89 | 0.80 | -0.22 | 0.13 | 3.00 | 1.06 | 0.28 | 0.23 | 0.90 | -0.97 | 0.60 | 0.84 | -0.43 | 0.89 | 0.22 | -0.57 | -1.41 | -0.82 | 1.32 | -0.33 | 0.08 | -0.13 | 1.94 | -1.07 | 0.42 |
| Standard Deviation(%) | NA | 18.06 | 18.46 | 21.69 | 23.55 | NA | NA | … | … | 21.01 | 21.35 | 15.05 | 18.86 | 31.39 | 16.44 | 46.20 | 17.82 | 20.36 | 9.15 | 16.42 | 17.11 | 13.99 | 12.57 | 16.14 | 32.13 | 23.79 | 38.16 | 47.90 | 18.78 | 11.70 | 8.13 | 10.79 | 18.85 | 20.55 | 21.79 | 31.14 | 20.59 | 25.65 | 20.22 | 20.61 | 18.83 | 18.29 | 20.94 |
| Draw Down(%) | NA | 16.98 | 20.02 | 31.37 | 43.11 | NA | NA | … | … | 16.98 | 20.02 | 8.24 | 13.05 | 30.77 | 9.43 | 43.11 | 11.36 | 25.00 | 3.65 | 11.82 | 13.69 | 8.35 | 6.36 | 11.79 | 16.91 | 20.50 | 32.91 | 60.00 | 9.96 | 8.64 | 8.54 | 10.99 | 24.78 | 26.04 | 36.46 | 27.58 | 11.59 | 43.13 | 20.63 | 23.54 | 12.09 | 25.41 | 7.59 |
| Yield(%) | 0.00 | 10.69 | 6.98 | 5.73 | 8.06 | 10.23 | 7.57 | … | … | 0.00 | 10.68 | 2.53 | 2.83 | 3.80 | 9.14 | 3.06 | 5.95 | 3.77 | 3.16 | 22.30 | 18.14 | 7.23 | 7.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.25 | 0.00 | 7.62 | 3.30 | 10.74 | 7.39 | 0.86 | 19.60 |
Data as of 06/04/2026, Common starting date is 12/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISEX (MIDAS SPECIAL FUND INC. MIDAS SPECIAL FUND INC.) |
-22.89%
Feb 2000 – Feb 2003 |
-13.91%
Feb 1998 – Feb 2003 |
-7.15%
Feb 1999 – Feb 2009 |
-4.03%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISEX (MIDAS SPECIAL FUND INC. MIDAS SPECIAL FUND INC.) |
31.56%
May 2023 – May 2026 |
24.08%
Feb 2009 – Feb 2014 |
16.79%
Jan 2016 – Jan 2026 |
14.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart