Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URG (Ur-Energy Inc.) | 38.85% | 132.53% | 21.73% | 4.75% | 11.16% | 1.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URG (Ur-Energy Inc.) | 07/28/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 19.14 | 132.53 | 21.73 | 4.75 | 11.16 | 1.65 | NA | … | … | 38.85 | 20.00 | -25.97 | 33.91 | -5.74 | 52.50 | 35.59 | -13.85 | -4.41 | 28.30 | -18.46 | -25.29 | -36.96 | 62.35 | -1.16 | -71.24 | 288.31 | 32.76 | -69.15 |
| Sharpe Ratio | NA | 1.28 | 0.28 | -0.01 | 0.18 | NA | NA | … | … | 0.64 | 0.22 | -0.66 | 0.57 | -0.10 | 0.59 | 0.48 | -0.25 | -0.12 | 0.43 | -0.31 | -0.49 | -0.60 | 1.06 | -0.02 | -0.83 | 4.90 | 0.47 | -0.61 |
| Standard Deviation(%) | NA | 70.23 | 62.62 | 66.78 | 66.62 | NA | NA | … | … | 67.26 | 78.15 | 49.94 | 52.44 | 74.53 | 88.64 | 73.27 | 61.24 | 49.59 | 64.03 | 59.30 | 51.61 | 62.05 | 58.53 | 61.51 | 86.30 | 58.77 | 70.05 | 153.20 |
| Draw Down(%) | NA | 45.71 | 72.14 | 73.33 | 73.33 | NA | NA | … | … | 34.00 | 55.56 | 52.24 | 38.52 | 46.81 | 42.38 | 50.85 | 44.33 | 37.63 | 44.44 | 38.24 | 55.24 | 61.86 | 26.12 | 52.48 | 76.76 | 28.85 | 36.52 | 84.57 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URG (Ur-Energy Inc.) |
-27.31%
Dec 2013 – Dec 2016 |
-30.42%
Jan 2011 – Jan 2016 |
-13.08%
Jan 2011 – Jan 2021 |
-4.98%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URG (Ur-Energy Inc.) |
52.46%
Oct 2020 – Oct 2023 |
30.18%
Oct 2020 – Oct 2025 |
13.76%
Feb 2016 – Feb 2026 |
7.92%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart