Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMLRF (Ramelius Resources Ltd) | -10.59% | 42.25% | 46.77% | 14.47% | 26.09% | 4.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMLRF (Ramelius Resources Ltd) | 01/17/2007 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 42.25 | 46.77 | 14.47 | 26.09 | 4.59 | NA | … | … | -10.59 | 127.79 | 13.26 | 90.97 | -41.28 | -14.37 | 60.59 | 135.19 | 6.25 | -5.88 | 112.50 | 220.00 | -49.70 | -77.78 | -63.11 | 16.19 | 158.75 | 12.20 | -56.38 | 179.14 |
| Sharpe Ratio | NA | 0.42 | 0.57 | 0.14 | 0.35 | NA | NA | … | … | -0.38 | 1.62 | 0.20 | 1.41 | -0.67 | -0.25 | 0.73 | 1.91 | 0.11 | -0.11 | 1.30 | 2.33 | -0.44 | -0.66 | -0.88 | 0.25 | 2.35 | 0.18 | -0.48 | 1.30 |
| Standard Deviation(%) | NA | 79.88 | 67.69 | 65.34 | 65.53 | NA | NA | … | … | 89.80 | 77.41 | 48.31 | 62.69 | 64.23 | 56.90 | 82.08 | 70.00 | 45.80 | 58.52 | 86.44 | 94.51 | 113.66 | 117.74 | 72.44 | 64.11 | 67.49 | 66.55 | 119.51 | 145.98 |
| Draw Down(%) | NA | 36.60 | 36.60 | 74.37 | 77.58 | NA | NA | … | … | 36.60 | 27.18 | 21.25 | 26.32 | 67.69 | 39.18 | 49.47 | 30.85 | 42.55 | 49.12 | 38.00 | 38.46 | 82.25 | 82.69 | 68.85 | 41.99 | 35.09 | 30.00 | 83.33 | 46.89 |
| Yield(%) | 0.00 | 3.07 | 6.19 | 2.65 | 7.59 | 0.97 | 4.77 | … | … | 0.74 | 6.24 | 4.17 | 1.64 | 0.94 | 1.46 | 1.86 | 2.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.08 | 0.00 | 0.00 | 17.19 |
Data as of 06/04/2026, Common starting date is 01/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLRF (Ramelius Resources Ltd) |
-71.40%
Nov 2011 – Nov 2014 |
-40.27%
Nov 2009 – Nov 2014 |
-14.06%
Oct 2007 – Oct 2017 |
-7.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMLRF (Ramelius Resources Ltd) |
113.02%
Nov 2014 – Nov 2017 |
89.80%
Nov 2014 – Nov 2019 |
48.59%
Nov 2014 – Nov 2024 |
12.69%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart