Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPL (Solitario Resources Corp.) | 22.86% | 28.36% | 14.69% | 3.62% | 5.79% | -7.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPL (Solitario Resources Corp.) | 09/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 28.36 | 14.69 | 3.62 | 5.79 | -7.81 | NA | … | … | 22.86 | 16.95 | 7.14 | -9.68 | 24.00 | -10.71 | 86.67 | 30.43 | -61.67 | -3.23 | 26.53 | -46.74 | 8.24 | -49.40 | 17.48 | -60.61 | 57.83 | 53.33 | -71.70 | 28.64 | 30.79 |
| Sharpe Ratio | NA | 0.54 | 0.16 | 0.04 | 0.07 | NA | NA | … | … | 1.09 | 0.25 | 0.01 | -0.31 | 0.37 | -0.14 | 0.86 | 0.47 | -1.16 | -0.06 | 0.37 | -0.68 | 0.13 | -0.96 | 0.29 | -0.88 | 1.09 | 0.70 | -0.95 | 0.54 | 3.30 |
| Standard Deviation(%) | NA | 57.23 | 56.30 | 55.15 | 66.29 | NA | NA | … | … | 49.12 | 57.73 | 60.48 | 45.55 | 61.20 | 76.65 | 100.16 | 61.75 | 54.26 | 60.85 | 70.72 | 68.86 | 63.41 | 51.50 | 60.75 | 69.29 | 52.93 | 76.18 | 76.02 | 47.45 | 40.01 |
| Draw Down(%) | NA | 34.52 | 42.11 | 50.54 | 83.52 | NA | NA | … | … | 17.89 | 34.52 | 41.05 | 35.06 | 50.54 | 63.11 | 57.14 | 40.91 | 70.42 | 37.50 | 36.26 | 53.68 | 46.67 | 55.93 | 45.95 | 69.98 | 31.15 | 35.15 | 78.04 | 23.64 | 8.57 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPL (Solitario Resources Corp.) |
-38.36%
Dec 2010 – Dec 2013 |
-33.95%
Jan 2011 – Jan 2016 |
-22.59%
Apr 2008 – Apr 2018 |
-14.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPL (Solitario Resources Corp.) |
48.88%
Mar 2020 – Mar 2023 |
24.57%
Mar 2020 – Mar 2025 |
6.93%
May 2016 – May 2026 |
-2.32%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart