Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPERX (MIDAS PERPETUAL PORTFOLIO INC. MIDAS PERPETUAL PORTFOLIO INC.) | NA | -8.97% | -2.89% | -4.54% | NA | NA | NA | … | … |
Data as of 06/24/2016, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPERX (MIDAS PERPETUAL PORTFOLIO INC. MIDAS PERPETUAL PORTFOLIO INC.) | 01/09/2009 | 06/24/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.22 | -8.97 | -2.89 | -4.54 | NA | NA | NA | … | … | 7.32 | -15.18 | -5.90 | -8.13 | 4.92 | -3.26 | 13.04 | 16.16 |
| Sharpe Ratio | NA | -0.71 | -0.24 | -0.35 | NA | NA | NA | … | … | 1.20 | -1.13 | -0.58 | -0.54 | 0.48 | -0.24 | 1.20 | 1.21 |
| Standard Deviation(%) | NA | 12.83 | 12.42 | 12.96 | NA | NA | NA | … | … | 13.05 | 13.42 | 10.19 | 15.02 | 10.15 | 13.50 | 10.81 | 13.60 |
| Draw Down(%) | NA | 17.24 | 25.61 | 32.66 | NA | NA | NA | … | … | 4.35 | 21.70 | 10.71 | 15.38 | 8.27 | 11.02 | 5.93 | 6.42 |
| Yield(%) | 0.00 | 2.02 | 4.33 | 2.78 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 2.02 | 1.59 | 8.15 | 0.00 | 3.00 | 0.00 | 0.00 |
Data as of 06/24/2016, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPERX (MIDAS PERPETUAL PORTFOLIO INC. MIDAS PERPETUAL PORTFOLIO INC.) |
-10.42%
Jan 2013 – Jan 2016 |
-5.73%
Dec 2010 – Dec 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPERX (MIDAS PERPETUAL PORTFOLIO INC. MIDAS PERPETUAL PORTFOLIO INC.) |
11.28%
Feb 2009 – Feb 2012 |
5.11%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart