Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGD (New Gold Inc) | 39.61% | 276.47% | 132.30% | 49.29% | 13.39% | 0.41% | 2.19% | … | … |
Data as of 03/23/2026, Common starting date is 11/18/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGD (New Gold Inc) | 11/18/2004 | 03/23/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 17.83 | 276.47 | 132.30 | 49.29 | 13.39 | 0.41 | 2.19 | … | … | 39.61 | 276.21 | 70.55 | 48.98 | -34.67 | -31.51 | 148.86 | 15.79 | -76.90 | -6.00 | 50.86 | -46.05 | -17.94 | -52.49 | 9.42 | 3.28 | 168.13 | 154.55 | -71.91 | -33.11 | 10.61 | 29.57 | -9.23 |
| Sharpe Ratio | NA | 3.85 | 2.11 | 0.73 | 0.18 | NA | NA | … | … | 3.13 | 5.09 | 1.18 | 0.84 | -0.46 | -0.50 | 1.77 | -0.10 | -1.56 | -0.47 | 0.25 | -0.97 | -0.70 | -1.23 | -0.21 | -0.31 | 2.91 | 1.51 | -0.62 | -1.05 | -0.27 | 0.19 | -1.87 |
| Standard Deviation(%) | NA | 71.39 | 61.01 | 64.08 | 66.31 | NA | NA | … | … | 110.57 | 55.32 | 54.98 | 53.69 | 77.97 | 62.65 | 83.48 | 74.99 | 62.98 | 54.01 | 65.57 | 66.25 | 52.14 | 57.79 | 43.53 | 48.74 | 51.43 | 90.25 | 146.48 | 52.74 | 44.18 | 44.43 | 55.29 |
| Draw Down(%) | NA | 26.61 | 39.46 | 71.95 | 92.26 | NA | NA | … | … | 26.61 | 19.68 | 24.66 | 39.46 | 69.15 | 56.60 | 55.77 | 51.16 | 79.83 | 39.44 | 48.32 | 61.24 | 49.03 | 58.06 | 40.94 | 31.89 | 30.89 | 42.29 | 92.09 | 45.77 | 44.04 | 35.00 | 25.19 |
| 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 | 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 03/23/2026, Common starting date is 11/18/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGD (New Gold Inc) |
-45.51%
Apr 2006 – Apr 2009 |
-34.23%
May 2014 – May 2019 |
-24.68%
Aug 2012 – Aug 2022 |
-14.63%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGD (New Gold Inc) |
145.23%
Feb 2023 – Feb 2026 |
52.63%
Feb 2021 – Feb 2026 |
15.23%
Jan 2016 – Jan 2026 |
2.25%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart