Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNWPX (WORLD PRECIOUS MINERALS FUND WORLD PRECIOUS MINERALS FUND) | -35.56% | 6.82% | 10.96% | -7.46% | -0.76% | -5.40% | -2.16% | … | … |
Data as of 06/04/2026, Common starting date is 08/27/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNWPX (WORLD PRECIOUS MINERALS FUND WORLD PRECIOUS MINERALS FUND) | 08/27/1987 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | 6.82 | 10.96 | -7.46 | -0.76 | -5.40 | -2.16 | … | … | -35.56 | 127.03 | 2.07 | -16.18 | -32.95 | -13.88 | 70.80 | 22.59 | -31.49 | -3.82 | 75.08 | -15.53 | -16.52 | -51.37 | -11.23 | -32.42 | 45.45 | 89.43 | -52.91 | 23.06 | 51.93 | 30.94 | 0.99 | 92.77 | 79.12 | 7.52 | -38.08 | -12.69 | -15.76 | -41.08 | 19.51 | 15.93 | -16.94 | 89.78 | -4.71 | -2.01 | -28.86 | 23.97 | -18.79 | -31.55 |
| Sharpe Ratio | NA | 0.30 | 0.23 | -0.24 | -0.02 | NA | NA | … | … | -0.71 | 3.86 | -0.18 | -0.93 | -1.04 | -0.50 | 1.61 | 0.97 | -1.57 | -0.21 | 2.08 | -0.55 | -0.55 | -1.52 | -0.45 | -1.01 | 1.63 | 2.22 | -0.90 | 0.66 | 1.56 | 1.14 | 0.00 | 2.95 | 1.82 | 0.24 | -1.67 | -0.44 | -0.62 | -1.77 | 0.98 | 0.80 | -1.26 | 3.46 | -0.39 | -0.28 | -1.36 | 1.07 | -1.30 | -1.20 |
| Standard Deviation(%) | NA | 62.27 | 41.78 | 37.28 | 33.66 | NA | NA | … | … | 89.44 | 32.90 | 25.68 | 22.03 | 33.04 | 27.60 | 43.74 | 21.76 | 20.96 | 21.16 | 35.96 | 28.27 | 30.26 | 33.84 | 25.44 | 32.09 | 27.85 | 40.16 | 59.86 | 30.52 | 31.45 | 25.14 | 31.84 | 31.21 | 42.83 | 22.07 | 25.32 | 35.76 | 30.62 | 25.11 | 16.13 | 15.17 | 15.84 | 25.23 | 17.94 | 20.60 | 24.92 | 17.08 | 18.04 | 59.12 |
| Draw Down(%) | NA | 54.20 | 54.20 | 64.16 | 69.19 | NA | NA | … | … | 54.20 | 14.86 | 17.93 | 34.18 | 42.75 | 29.50 | 47.22 | 18.48 | 39.30 | 31.11 | 39.62 | 30.78 | 42.46 | 54.71 | 32.91 | 37.01 | 17.96 | 19.00 | 76.22 | 23.39 | 26.60 | 27.54 | 31.21 | 19.34 | 45.63 | 17.31 | 44.54 | 32.88 | 46.49 | 49.52 | 17.97 | 12.76 | 28.37 | 24.37 | 21.10 | 15.52 | 40.07 | 14.73 | 23.49 | 44.18 |
| Yield(%) | 0.00 | 9.29 | 3.96 | 7.02 | 5.93 | 2.30 | 3.94 | … | … | 0.00 | 12.81 | 0.00 | 0.00 | 0.00 | 34.47 | 10.66 | 0.00 | 9.92 | 20.95 | 0.59 | 7.51 | 0.00 | 0.00 | 0.00 | 9.05 | 16.72 | 7.07 | 7.54 | 25.12 | 17.55 | 6.38 | 2.71 | 19.28 | 0.46 | 0.00 | 0.26 | 0.00 | 0.11 | 0.74 | 6.40 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 8.26 | 0.00 | 8.26 |
Data as of 06/04/2026, Common starting date is 08/27/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNWPX (WORLD PRECIOUS MINERALS FUND WORLD PRECIOUS MINERALS FUND) |
-33.68%
Dec 2010 – Dec 2013 |
-27.24%
Nov 2010 – Nov 2015 |
-11.89%
Mar 2010 – Mar 2020 |
-7.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNWPX (WORLD PRECIOUS MINERALS FUND WORLD PRECIOUS MINERALS FUND) |
62.57%
Apr 2003 – Apr 2006 |
49.70%
Apr 2001 – Apr 2006 |
28.69%
Mar 2001 – Mar 2011 |
12.74%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart