Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USERX (GOLD AND PRECIOUS METALS FUND GOLD AND PRECIOUS METALS FUND) | 54.57% | 45.34% | 26.44% | 7.67% | 15.32% | 3.29% | 8.00% | -0.91% |
Data as of 07/18/2025, AR inception is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USERX (GOLD AND PRECIOUS METALS FUND GOLD AND PRECIOUS METALS FUND) | 01/02/1980 | 07/18/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 45.34 | 26.44 | 7.67 | 15.32 | 3.29 | 8.00 | -0.91 | 54.57 | 16.75 | 1.44 | -17.44 | -10.80 | 37.19 | 51.34 | -14.24 | 13.07 | 45.36 | -4.78 | -14.00 | -49.07 | -6.44 | -23.83 | 36.89 | 43.11 | -20.05 | 16.91 | 50.19 | 32.80 | -6.44 | 67.08 | 81.38 | 11.11 | -29.84 | -2.62 | -32.98 | -59.29 | -27.84 | -28.94 | -5.21 | 119.85 | -52.36 | -17.91 | -36.91 | 58.98 | -39.60 | 16.42 | 31.94 | -31.17 | -33.46 | -3.08 | 55.66 | -37.23 | 56.31 |
| Sharpe Ratio | NA | 1.36 | 0.79 | 0.20 | 0.39 | NA | NA | -0.11 | 3.60 | 0.38 | -0.11 | -0.54 | -0.37 | 0.72 | 1.76 | -0.66 | 0.50 | 1.09 | -0.15 | -0.40 | -1.45 | -0.24 | -0.76 | 1.32 | 1.08 | -0.38 | 0.46 | 1.40 | 1.05 | -0.22 | 1.88 | 1.69 | 0.34 | -1.15 | -0.15 | -0.99 | -2.33 | -1.28 | -1.32 | -0.26 | 3.07 | -2.04 | -0.75 | -1.10 | 2.11 | -1.53 | 0.25 | 0.65 | -0.81 | -1.10 | -0.21 | 1.04 | -1.05 | 0.87 |
| Standard Deviation(%) | NA | 31.06 | 29.05 | 30.79 | 33.08 | NA | NA | 35.85 | 33.58 | 26.99 | 25.06 | 35.29 | 29.33 | 50.88 | 28.43 | 23.66 | 24.92 | 41.60 | 31.89 | 35.40 | 33.78 | 26.90 | 31.55 | 27.97 | 39.95 | 54.68 | 30.57 | 33.68 | 29.05 | 34.00 | 35.36 | 47.47 | 25.92 | 29.50 | 39.81 | 36.69 | 26.87 | 24.31 | 24.77 | 31.92 | 38.11 | 26.67 | 28.75 | 38.26 | 25.21 | 28.76 | 49.62 | 42.23 | 44.70 | 36.38 | 43.47 | 45.90 | 44.74 | 55.67 |
| Draw Down(%) | NA | 22.38 | 26.15 | 43.45 | 43.45 | NA | NA | 97.81 | 10.87 | 22.38 | 26.15 | 40.91 | 26.74 | 43.45 | 17.92 | 22.55 | 25.89 | 37.06 | 26.21 | 39.98 | 52.70 | 30.79 | 28.98 | 18.63 | 19.71 | 64.48 | 20.27 | 26.50 | 28.06 | 33.76 | 23.19 | 45.26 | 19.50 | 38.40 | 29.72 | 50.17 | 62.50 | 46.15 | 30.04 | 30.49 | 34.63 | 58.47 | 28.39 | 52.17 | 17.13 | 45.75 | 44.24 | 40.08 | 53.82 | 46.60 | 36.22 | 44.21 | 44.72 | 31.25 |
| Yield(%) | 0.00 | 1.38 | 0.64 | 1.21 | 2.12 | 2.23 | 6.72 | 0.42 | 0.00 | 1.72 | 0.00 | 0.00 | 1.76 | 3.61 | 0.00 | 1.46 | 0.00 | 1.28 | 0.44 | 0.00 | 0.00 | 0.14 | 13.01 | 9.84 | 0.37 | 13.99 | 15.79 | 0.00 | 1.45 | 0.52 | 0.49 | 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 07/18/2025, AR inception is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USERX (GOLD AND PRECIOUS METALS FUND GOLD AND PRECIOUS METALS FUND) |
-49.63%
Aug 1995 - Aug 1998 |
-35.82%
Jan 1996 - Jan 2001 |
-25.02%
Jan 1990 - Jan 2000 |
-20.39%
Aug 1983 - Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USERX (GOLD AND PRECIOUS METALS FUND GOLD AND PRECIOUS METALS FUND) |
55.88%
Nov 2000 - Nov 2003 |
44.27%
Nov 2001 - Nov 2006 |
28.42%
Nov 2000 - Nov 2010 |
13.87%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart