Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPX (IperionX Limited) | 1.80% | 30.92% | 77.08% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/21/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPX (IperionX Limited) | 06/21/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.56 | 30.92 | 77.08 | NA | NA | NA | NA | … | … | 1.80 | 7.41 | 257.99 | 95.98 | -32.88 |
| Sharpe Ratio | NA | 0.22 | 0.89 | NA | NA | NA | NA | … | … | -0.09 | 0.06 | 4.55 | 0.88 | -0.57 |
| Standard Deviation(%) | NA | 79.51 | 84.31 | NA | NA | NA | NA | … | … | 95.71 | 73.85 | 56.00 | 105.85 | 95.93 |
| Draw Down(%) | NA | 63.43 | 65.86 | NA | NA | NA | NA | … | … | 63.43 | 63.33 | 20.99 | 49.21 | 43.16 |
| 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 |
Data as of 06/11/2026, Common starting date is 06/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPX (IperionX Limited) |
64.74%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPX (IperionX Limited) |
111.27%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart