Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HBM (Hudbay Minerals Inc.) | 24.44% | 157.50% | 74.95% | 29.16% | 18.10% | 4.55% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HBM (Hudbay Minerals Inc.) | 02/17/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.60 | 157.50 | 74.95 | 29.16 | 18.10 | 4.55 | NA | … | … | 24.44 | 145.51 | 47.38 | 9.73 | -29.56 | 3.89 | 69.64 | -11.74 | -46.17 | 54.78 | 49.95 | -55.84 | 6.23 | -17.73 | 3.12 | -44.69 | 41.84 | 212.80 |
| Sharpe Ratio | NA | 2.84 | 1.41 | 0.46 | 0.32 | NA | NA | … | … | 1.12 | 2.70 | 0.94 | 0.13 | -0.47 | 0.07 | 0.88 | -0.24 | -0.90 | 0.98 | 0.60 | -0.86 | 0.16 | -0.37 | 0.08 | -1.03 | 0.87 | 3.66 |
| Standard Deviation(%) | NA | 58.57 | 52.47 | 55.27 | 58.78 | NA | NA | … | … | 71.03 | 53.08 | 46.40 | 48.60 | 66.17 | 59.28 | 78.69 | 55.77 | 52.98 | 55.49 | 83.30 | 65.32 | 39.41 | 47.38 | 39.28 | 43.49 | 48.08 | 72.93 |
| Draw Down(%) | NA | 36.15 | 41.10 | 63.33 | 86.31 | NA | NA | … | … | 36.15 | 36.43 | 34.33 | 34.37 | 63.33 | 42.46 | 67.10 | 60.65 | 63.95 | 47.99 | 58.54 | 67.83 | 35.88 | 51.50 | 42.00 | 51.02 | 34.03 | 31.59 |
| Yield(%) | 0.03 | 0.25 | 0.37 | 0.24 | 0.36 | 0.31 | 1.01 | … | … | 0.08 | 0.17 | 0.26 | 0.28 | 0.23 | 0.22 | 0.36 | 0.38 | 0.22 | 0.33 | 0.51 | 0.22 | 0.25 | 1.03 | 1.93 | 1.11 | 0.75 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBM (Hudbay Minerals Inc.) |
-44.52%
Jan 2013 – Jan 2016 |
-34.15%
Jan 2011 – Jan 2016 |
-16.73%
Mar 2010 – Mar 2020 |
-3.12%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HBM (Hudbay Minerals Inc.) |
90.25%
May 2023 – May 2026 |
33.65%
Jan 2021 – Jan 2026 |
28.94%
Jan 2016 – Jan 2026 |
5.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart