Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUCRF (Lucara Diamond Corp) | -26.67% | -35.29% | -32.01% | -29.90% | -28.20% | -14.33% | NA | … | … |
Data as of 06/16/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUCRF (Lucara Diamond Corp) | 04/07/2011 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.33 | -35.29 | -32.01 | -29.90 | -28.20 | -14.33 | NA | … | … | -26.67 | -50.00 | 3.45 | -23.68 | -17.39 | 15.00 | -39.39 | -38.32 | -52.23 | -3.03 | 44.38 | -13.04 | 15.72 | 156.45 | -27.06 | -40.56 |
| Sharpe Ratio | NA | -0.49 | -0.48 | -0.49 | -0.51 | NA | NA | … | … | -0.63 | -0.67 | -0.05 | -0.41 | -0.38 | 0.26 | -0.58 | -0.97 | -1.32 | -0.11 | 0.89 | -0.26 | 0.39 | 2.93 | -0.42 | -0.94 |
| Standard Deviation(%) | NA | 77.87 | 75.77 | 66.86 | 59.10 | NA | NA | … | … | 83.00 | 79.67 | 68.61 | 69.22 | 49.38 | 57.31 | 67.57 | 40.89 | 40.45 | 32.87 | 49.30 | 50.10 | 39.98 | 53.40 | 65.13 | 54.19 |
| Draw Down(%) | NA | 52.38 | 74.36 | 85.29 | 97.06 | NA | NA | … | … | 52.38 | 61.29 | 32.26 | 54.72 | 35.71 | 48.05 | 59.70 | 56.83 | 56.22 | 30.40 | 35.88 | 40.22 | 36.15 | 23.88 | 58.82 | 48.25 |
| 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 |
Data as of 06/16/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUCRF (Lucara Diamond Corp) |
-50.89%
Mar 2017 – Mar 2020 |
-31.35%
Oct 2018 – Oct 2023 |
-26.11%
May 2016 – May 2026 |
-13.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUCRF (Lucara Diamond Corp) |
62.82%
Apr 2013 – Apr 2016 |
31.47%
Jul 2012 – Jul 2017 |
-1.35%
Jul 2012 – Jul 2022 |
-13.14%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart