Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDRF (Sierra Madre Gold and Silver Ltd) | -1.56% | 157.14% | 31.16% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDRF (Sierra Madre Gold and Silver Ltd) | 06/25/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -17.65 | 157.14 | 31.16 | NA | NA | NA | NA | … | … | -1.56 | 300.00 | 20.69 | -48.21 | 42.38 | -44.61 |
| Sharpe Ratio | NA | 2.79 | 0.34 | NA | NA | NA | NA | … | … | 0.51 | 3.45 | 0.14 | -0.48 | 0.62 | -0.79 |
| Standard Deviation(%) | NA | 91.13 | 104.88 | NA | NA | NA | NA | … | … | 87.91 | 88.71 | 100.15 | 109.08 | 66.85 | 85.66 |
| Draw Down(%) | NA | 55.20 | 66.07 | NA | NA | NA | NA | … | … | 55.20 | 30.85 | 37.50 | 62.50 | 37.65 | 50.70 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDRF (Sierra Madre Gold and Silver Ltd) |
-15.75%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDRF (Sierra Madre Gold and Silver Ltd) |
46.48%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart