Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WPM (Wheaton Precious Metals Corp.) | 9.79% | 39.58% | 42.41% | 23.00% | 21.61% | 10.76% | 15.84% | … | … |
Data as of 06/04/2026, Common starting date is 07/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WPM (Wheaton Precious Metals Corp.) | 07/06/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 39.58 | 42.41 | 23.00 | 21.61 | 10.76 | 15.84 | … | … | 9.79 | 110.52 | 15.24 | 27.91 | -7.53 | 4.22 | 41.81 | 54.60 | -10.03 | 16.41 | 57.15 | -38.11 | 1.87 | -43.03 | 25.97 | -25.42 | 159.92 | 131.43 | -61.76 | 61.93 | 80.69 | 85.90 |
| Sharpe Ratio | NA | 1.16 | 1.15 | 0.61 | 0.60 | NA | NA | … | … | 0.59 | 2.99 | 0.38 | 0.85 | -0.24 | 0.13 | 0.84 | 1.83 | -0.37 | 0.56 | 1.07 | -0.85 | 0.05 | -0.94 | 0.69 | -0.47 | 3.61 | 1.98 | -0.64 | 1.18 | 1.28 | 6.09 |
| Standard Deviation(%) | NA | 45.09 | 36.38 | 35.16 | 36.76 | NA | NA | … | … | 55.94 | 36.25 | 30.41 | 28.62 | 38.02 | 32.88 | 49.11 | 29.07 | 30.78 | 28.01 | 53.22 | 44.91 | 37.66 | 45.92 | 37.78 | 54.03 | 44.30 | 66.39 | 98.39 | 50.24 | 60.56 | 41.04 |
| Draw Down(%) | NA | 30.84 | 30.84 | 43.29 | 48.64 | NA | NA | … | … | 30.84 | 16.85 | 20.57 | 25.19 | 43.29 | 24.17 | 31.27 | 20.85 | 32.11 | 19.09 | 44.55 | 53.12 | 37.28 | 51.71 | 41.60 | 41.38 | 22.23 | 32.05 | 86.74 | 28.18 | 41.61 | 11.21 |
| Yield(%) | 0.00 | 0.78 | 1.43 | 1.31 | 2.43 | 1.29 | 3.98 | … | … | 0.33 | 1.14 | 1.28 | 1.48 | 1.43 | 1.26 | 1.41 | 1.87 | 1.61 | 1.66 | 1.68 | 0.96 | 1.22 | 1.22 | 1.14 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPM (Wheaton Precious Metals Corp.) |
-31.96%
Sep 2012 – Sep 2015 |
-19.53%
Dec 2010 – Dec 2015 |
-0.74%
Oct 2012 – Oct 2022 |
5.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WPM (Wheaton Precious Metals Corp.) |
113.89%
Nov 2008 – Nov 2011 |
47.30%
Nov 2005 – Nov 2010 |
29.03%
Jan 2016 – Jan 2026 |
20.82%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison Chart