Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUGDF (Lundin Gold Inc) | -22.63% | 21.60% | 83.14% | 51.83% | 32.72% | 19.48% | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/16/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUGDF (Lundin Gold Inc) | 07/16/2007 | 06/17/2026 |
| 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 (%) | 7.86 | 21.60 | 83.14 | 51.83 | 32.72 | 19.48 | NA | … | … | -22.63 | 308.56 | 74.38 | 33.54 | 22.50 | -4.41 | 34.27 | 75.89 | 1.39 | -7.46 | 43.01 | -26.68 | 4.80 | -15.71 | 4.74 | 17.94 | -54.05 | 146.67 | 74,900.00 | 100.00 |
| Sharpe Ratio | NA | 0.20 | 1.48 | 0.93 | 0.64 | NA | NA | … | … | -0.86 | 5.49 | 1.80 | 0.80 | 0.37 | -0.10 | 0.56 | 1.94 | 0.00 | -0.23 | 0.89 | -0.93 | 0.10 | -0.66 | 0.15 | 0.29 | -0.72 | 1.57 | 70.38 | 1.40 |
| Standard Deviation(%) | NA | 57.00 | 49.33 | 49.71 | 46.59 | NA | NA | … | … | 62.77 | 56.11 | 39.39 | 37.88 | 57.28 | 45.42 | 60.92 | 38.38 | 33.20 | 35.34 | 48.18 | 28.84 | 47.53 | 23.70 | 31.25 | 60.82 | 74.74 | 93.07 | 1,010.04 | 248.45 |
| Draw Down(%) | NA | 38.07 | 38.07 | 42.60 | 46.65 | NA | NA | … | … | 38.07 | 20.10 | 16.12 | 24.32 | 34.87 | 34.54 | 46.65 | 19.25 | 22.82 | 33.19 | 28.80 | 29.11 | 23.98 | 20.48 | 12.86 | 32.03 | 72.50 | 35.42 | 87.62 | 50.00 |
| Yield(%) | 2.22 | 7.01 | 16.56 | 13.32 | 14.00 | 7.94 | 306,585.00 | … | … | 2.90 | 11.73 | 4.94 | 3.96 | 2.48 | 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 06/17/2026, Common starting date is 07/16/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUGDF (Lundin Gold Inc) |
-36.80%
Jun 2008 – Jun 2011 |
-30.37%
Jun 2008 – Jun 2013 |
-16.36%
Jun 2008 – Jun 2018 |
-3.23%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUGDF (Lundin Gold Inc) |
1,021.35%
Mar 2008 – Mar 2011 |
355.69%
Aug 2007 – Aug 2012 |
114.94%
Aug 2007 – Aug 2017 |
72.03%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison Chart