Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MP (MP Materials Corp.) | 29.57% | 166.31% | 44.16% | 15.65% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/19/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MP (MP Materials Corp.) | 11/19/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | 166.31 | 44.16 | 15.65 | NA | NA | NA | … | … | 29.57 | 242.18 | -17.08 | -18.25 | -46.54 | 27.16 | 127.08 |
| Sharpe Ratio | NA | 2.53 | 0.58 | 0.23 | NA | NA | NA | … | … | 1.08 | 2.72 | -0.42 | -0.46 | -0.70 | 0.41 | 16,659.01 |
| Standard Deviation(%) | NA | 88.61 | 70.56 | 67.84 | NA | NA | NA | … | … | 74.47 | 90.54 | 56.56 | 49.52 | 68.77 | 63.47 | 112.85 |
| Draw Down(%) | NA | 53.79 | 59.47 | 81.99 | NA | NA | NA | … | … | 34.48 | 47.34 | 47.15 | 58.60 | 59.37 | 31.10 | 9.18 |
| 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 |
Data as of 06/04/2026, Common starting date is 11/19/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MP (MP Materials Corp.) |
-29.97%
Dec 2021 – Dec 2024 |
6.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MP (MP Materials Corp.) |
46.16%
May 2023 – May 2026 |
18.17%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart