Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRX (TRX Gold Corporation) | 9.68% | -20.93% | 0.00% | -18.23% | -2.32% | -16.32% | -6.03% | -4.19% |
Data as of 07/16/2025, AR inception is 05/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRX (TRX Gold Corporation) | 05/12/2005 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.03 | -20.93 | 0.00 | -18.23 | -2.32 | -16.32 | -6.03 | -4.19 | 9.68 | -21.05 | 11.76 | -15.00 | -39.39 | 6.45 | 77.14 | 25.00 | -44.00 | 85.19 | -58.46 | -62.86 | -60.32 | 83.75 | -67.12 | 109.17 | -17.88 | -36.28 | 12.10 | -1.98 | 658.75 |
| Sharpe Ratio | NA | -0.55 | -0.07 | -0.38 | -0.04 | NA | NA | -0.07 | 0.33 | -0.60 | 0.14 | -0.27 | -0.62 | 0.08 | 0.66 | 0.05 | -0.90 | 0.44 | -0.88 | -0.85 | -0.93 | 1.35 | -1.24 | 2.17 | -0.52 | -0.56 | -0.22 | -0.37 | 30.00 |
| Standard Deviation(%) | NA | 44.26 | 50.51 | 55.50 | 73.11 | NA | NA | 73.25 | 49.79 | 46.08 | 53.21 | 60.52 | 63.20 | 75.47 | 81.45 | 74.80 | 70.70 | 116.41 | 87.27 | 96.02 | 84.48 | 48.95 | 68.98 | 41.66 | 70.56 | 99.44 | 44.65 | 65.15 | 75.36 |
| Draw Down(%) | NA | 38.64 | 54.24 | 74.29 | 82.39 | NA | NA | 97.75 | 20.59 | 40.82 | 38.98 | 41.82 | 62.50 | 46.23 | 49.15 | 50.00 | 58.33 | 70.42 | 60.61 | 80.14 | 61.68 | 33.40 | 70.38 | 20.81 | 45.74 | 74.79 | 24.16 | 48.70 | 23.75 |
| 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 |
Data as of 07/16/2025, AR inception is 05/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRX (TRX Gold Corporation) |
-61.65%
Mar 2013 - Mar 2016 |
-48.93%
Mar 2011 - Mar 2016 |
-29.26%
Mar 2006 - Mar 2016 |
-18.00%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRX (TRX Gold Corporation) |
65.15%
Jun 2005 - Jun 2008 |
36.52%
Jun 2005 - Jun 2010 |
0.31%
May 2015 - May 2025 |
-1.10%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison Chart