Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCCO (Southern Copper Corporation) | 39.13% | 120.04% | 47.03% | 27.42% | 26.40% | 17.49% | 20.53% | … | … |
Data as of 06/04/2026, Common starting date is 01/05/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCCO (Southern Copper Corporation) | 01/05/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 120.04 | 47.03 | 27.42 | 26.40 | 17.49 | 20.53 | … | … | 39.13 | 66.65 | 9.43 | 42.01 | 4.27 | -0.60 | 58.67 | 46.58 | -33.11 | 50.79 | 23.11 | -6.31 | -0.29 | -22.60 | 40.71 | -33.58 | 55.94 | 108.95 | -47.26 | 124.82 | 178.44 | 124.32 | 22.59 | 275.13 | 44.21 | 0.72 | -10.53 | 63.58 | -29.44 | -8.55 | -9.30 |
| Sharpe Ratio | NA | 2.49 | 1.12 | 0.63 | 0.66 | NA | NA | … | … | 1.93 | 1.64 | 0.16 | 1.09 | 0.07 | -0.02 | 1.19 | 1.51 | -1.11 | 2.22 | 0.67 | -0.19 | -0.01 | -0.77 | 1.66 | -0.75 | 1.34 | 1.85 | -0.53 | 2.72 | 3.82 | 2.84 | 0.46 | 7.12 | 1.25 | -0.05 | -0.40 | 1.44 | -0.71 | -0.42 | -0.44 |
| Standard Deviation(%) | NA | 47.11 | 40.49 | 39.50 | 37.29 | NA | NA | … | … | 59.22 | 39.09 | 37.00 | 35.65 | 39.48 | 37.68 | 48.82 | 29.85 | 31.22 | 22.65 | 34.04 | 33.00 | 26.78 | 29.22 | 24.73 | 44.64 | 41.63 | 58.73 | 90.22 | 45.00 | 46.15 | 42.92 | 46.90 | 38.54 | 34.47 | 33.58 | 36.82 | 41.75 | 46.36 | 28.73 | 29.29 |
| Draw Down(%) | NA | 30.22 | 39.69 | 43.06 | 54.87 | NA | NA | … | … | 30.22 | 25.47 | 27.85 | 19.54 | 43.06 | 30.09 | 46.45 | 27.75 | 46.77 | 15.39 | 16.27 | 25.89 | 21.63 | 39.72 | 19.38 | 49.23 | 26.64 | 33.05 | 75.58 | 28.96 | 29.18 | 21.65 | 44.26 | 12.44 | 14.09 | 39.25 | 31.17 | 23.53 | 47.57 | 39.64 | 33.93 |
| Yield(%) | 0.00 | 4.04 | 4.42 | 4.54 | 8.55 | 6.42 | 15.46 | … | … | 1.36 | 3.41 | 2.47 | 6.08 | 5.72 | 4.78 | 3.51 | 6.77 | 2.86 | 1.82 | 0.70 | 1.20 | 1.57 | 1.74 | 11.73 | 4.96 | 4.88 | 2.42 | 11.29 | 25.46 | 68.84 | 50.81 | 15.31 | 19.67 | 21.17 | 7.48 | 5.65 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/05/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCO (Southern Copper Corporation) |
-15.94%
Feb 1996 – Feb 1999 |
-7.54%
Dec 2010 – Dec 2015 |
2.79%
Mar 2010 – Mar 2020 |
4.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCCO (Southern Copper Corporation) |
175.31%
Jul 2003 – Jul 2006 |
147.95%
Oct 2002 – Oct 2007 |
66.24%
Dec 2000 – Dec 2010 |
41.68%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison Chart