Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEM (Newmont Corporation) | 78.53% | 46.98% | 17.67% | 2.29% | 17.41% | 3.32% | 4.92% | 5.71% |
Data as of 07/25/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEM (Newmont Corporation) | 03/17/1980 | 07/25/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.99 | 46.98 | 17.67 | 2.29 | 17.41 | 3.32 | 4.92 | 5.71 | 78.53 | -7.83 | -8.76 | -20.77 | 7.40 | 40.28 | 33.86 | -6.11 | 10.94 | 90.13 | -4.34 | -17.12 | -48.46 | -20.37 | -0.63 | 31.00 | 17.29 | -15.82 | 9.17 | -14.77 | 21.42 | -8.01 | 68.31 | 52.56 | 12.72 | -31.62 | 34.25 | -37.87 | -34.36 | -1.38 | 26.04 | -2.53 | 40.12 | 1.86 | -1.22 | -13.95 | 43.40 | -6.03 | 71.95 | 30.50 | 31.36 | -29.31 | -7.73 | 27.54 | -7.26 | 20.78 |
| Sharpe Ratio | NA | 1.13 | 0.40 | 0.03 | 0.43 | NA | NA | 0.07 | 4.51 | -0.31 | -0.38 | -0.58 | 0.27 | 0.87 | 1.35 | -0.28 | 0.42 | 1.86 | -0.10 | -0.46 | -1.23 | -0.71 | -0.02 | 1.01 | 0.36 | -0.24 | 0.20 | -0.54 | 0.69 | -0.29 | 2.03 | 1.10 | 0.22 | -0.65 | 0.49 | -0.60 | -0.97 | -0.16 | 0.74 | -0.17 | 1.07 | -0.02 | -0.17 | -0.56 | 1.03 | -0.35 | 1.00 | 0.88 | 1.20 | -1.18 | -0.48 | 0.55 | -0.38 | 0.45 |
| Standard Deviation(%) | NA | 38.69 | 36.12 | 34.96 | 36.14 | NA | NA | 39.67 | 39.64 | 37.17 | 32.72 | 38.40 | 27.29 | 45.79 | 24.02 | 27.32 | 24.57 | 48.35 | 45.68 | 37.16 | 39.42 | 28.79 | 30.27 | 30.59 | 47.81 | 71.18 | 30.03 | 33.61 | 27.93 | 30.63 | 33.26 | 46.84 | 46.90 | 55.37 | 62.70 | 68.61 | 39.13 | 31.71 | 29.78 | 32.90 | 35.33 | 30.34 | 30.90 | 34.52 | 36.44 | 30.76 | 67.18 | 29.53 | 21.49 | 30.73 | 29.03 | 35.43 | 46.73 | 41.73 |
| Draw Down(%) | NA | 36.57 | 43.60 | 62.40 | 62.40 | NA | NA | 78.86 | 13.03 | 36.57 | 36.51 | 54.80 | 27.16 | 24.55 | 14.19 | 29.09 | 15.71 | 32.44 | 43.71 | 34.20 | 50.17 | 31.81 | 17.74 | 14.58 | 22.30 | 61.42 | 18.85 | 33.69 | 24.09 | 28.74 | 19.05 | 30.52 | 24.01 | 53.02 | 36.93 | 60.47 | 43.16 | 26.35 | 17.76 | 27.27 | 23.99 | 30.42 | 20.36 | 39.86 | 25.68 | 31.10 | 58.84 | 20.80 | 13.44 | 42.20 | 25.30 | 36.21 | 45.03 | 25.15 |
| Yield(%) | 0.00 | 2.19 | 3.14 | 2.36 | 6.53 | 1.78 | 2.32 | 3.94 | 1.30 | 2.44 | 3.23 | 3.61 | 3.48 | 2.41 | 4.28 | 1.50 | 0.74 | 0.69 | 0.53 | 0.96 | 2.68 | 2.31 | 1.68 | 1.06 | 1.02 | 0.78 | 0.93 | 0.72 | 0.97 | 0.63 | 0.59 | 0.64 | 0.69 | 0.51 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEM (Newmont Corporation) |
-33.84%
Nov 2011 - Nov 2014 |
-22.99%
Jan 1996 - Jan 2001 |
-9.39%
Jan 2006 - Jan 2016 |
-2.88%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEM (Newmont Corporation) |
77.27%
Sep 1984 - Sep 1987 |
40.30%
Sep 1982 - Sep 1987 |
20.10%
Apr 1986 - Apr 1996 |
13.12%
Feb 1982 - Feb 1997 |
Annualized Rolling Returns Comparison Chart