Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMMTF (Precious Metals And Mining Trust) | NA | 10.67% | 0.69% | 5.26% | 0.15% | -2.51% | NA | … | … |
Data as of 05/30/2023, Common starting date is 04/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMMTF (Precious Metals And Mining Trust) | 04/28/2008 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.67 | 0.69 | 5.26 | 0.15 | -2.51 | NA | … | … | 5.02 | -24.85 | -1.25 | 57.03 | 34.67 | -15.42 | -8.06 | 66.58 | -26.64 | -3.97 | -61.58 | -15.04 | -19.26 | 67.85 | 191.97 | -63.12 |
| Sharpe Ratio | NA | 0.16 | 0.01 | 0.07 | -0.01 | NA | NA | … | … | 0.02 | -0.42 | -0.03 | 0.75 | 0.92 | -0.51 | -0.22 | 0.99 | -0.59 | -0.08 | -1.16 | -0.49 | -0.55 | 2.14 | 3.19 | -1.02 |
| Standard Deviation(%) | NA | 46.34 | 56.08 | 57.09 | 53.33 | NA | NA | … | … | 264.14 | 66.47 | 42.76 | 75.13 | 35.98 | 32.93 | 39.86 | 67.00 | 45.22 | 47.04 | 52.90 | 30.86 | 34.92 | 31.62 | 60.21 | 76.14 |
| Draw Down(%) | NA | 22.80 | 44.50 | 53.13 | 68.22 | NA | NA | … | … | 22.80 | 44.50 | 24.57 | 53.13 | 18.03 | 31.66 | 31.68 | 39.64 | 40.83 | 47.22 | 67.87 | 36.11 | 31.69 | 16.43 | 24.87 | 78.84 |
| Yield(%) | 0.00 | 5.22 | 5.95 | 7.92 | 5.25 | 4.55 | 3.64 | … | … | 0.53 | 6.02 | 4.55 | 9.84 | 11.88 | 14.20 | 11.49 | 13.56 | 6.67 | 16.24 | 9.98 | 12.79 | 10.42 | 13.88 | 29.14 | 8.10 |
Data as of 05/30/2023, Common starting date is 04/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMMTF (Precious Metals And Mining Trust) |
-38.19%
Sep 2012 – Sep 2015 |
-28.59%
Dec 2010 – Dec 2015 |
-9.69%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMMTF (Precious Metals And Mining Trust) |
76.58%
Nov 2008 – Nov 2011 |
22.33%
Dec 2015 – Dec 2020 |
4.03%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart