Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LYSCF (Lynas Rare Earths Ltd) | 41.82% | 91.49% | 31.04% | 22.45% | 37.06% | -3.98% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYSCF (Lynas Rare Earths Ltd) | 02/20/2007 | 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.85 | 91.49 | 31.04 | 22.45 | 37.06 | -3.98 | NA | … | … | 41.82 | 111.22 | -16.74 | -8.68 | -28.76 | 142.35 | 87.20 | 47.75 | -35.09 | 242.00 | -28.57 | 40.00 | -81.48 | -53.45 | -45.28 | -50.93 | 323.53 | 121.74 | -71.60 | 39.66 |
| Sharpe Ratio | NA | 1.55 | 0.60 | 0.42 | 0.53 | NA | NA | … | … | 2.37 | 1.83 | -0.60 | -0.31 | -0.55 | 2.36 | 1.20 | 0.71 | -0.60 | 2.57 | -0.23 | 0.21 | -0.64 | -0.80 | -0.56 | -0.61 | 4.34 | 0.83 | -0.60 | 0.46 |
| Standard Deviation(%) | NA | 66.76 | 51.30 | 51.76 | 68.33 | NA | NA | … | … | 67.10 | 60.67 | 39.16 | 41.42 | 54.68 | 60.38 | 72.26 | 65.11 | 61.11 | 94.69 | 123.49 | 194.93 | 127.04 | 66.82 | 80.89 | 83.70 | 74.55 | 145.75 | 120.41 | 95.90 |
| Draw Down(%) | NA | 46.64 | 46.64 | 57.89 | 72.48 | NA | NA | … | … | 19.78 | 46.64 | 26.30 | 44.72 | 46.52 | 22.80 | 64.71 | 34.56 | 51.38 | 40.00 | 42.86 | 66.67 | 86.67 | 70.67 | 66.08 | 66.91 | 36.07 | 73.08 | 89.47 | 55.07 |
| 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 |
Data as of 06/10/2026, Common starting date is 02/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYSCF (Lynas Rare Earths Ltd) |
-70.88%
Sep 2012 – Sep 2015 |
-56.80%
Sep 2010 – Sep 2015 |
-24.13%
May 2007 – May 2017 |
-7.02%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYSCF (Lynas Rare Earths Ltd) |
127.78%
Feb 2009 – Feb 2012 |
71.60%
Dec 2016 – Dec 2021 |
49.36%
Sep 2015 – Sep 2025 |
8.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart