Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGI (Alamos Gold Inc.) | -14.37% | 23.52% | 38.74% | 31.14% | 16.27% | 6.10% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGI (Alamos Gold 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 (%) | -12.67 | 23.52 | 38.74 | 31.14 | 16.27 | 6.10 | NA | … | … | -14.37 | 121.85 | 37.72 | 34.50 | 33.44 | -10.77 | 46.64 | 68.44 | -44.49 | -4.58 | 108.52 | -53.56 | -39.87 | -30.00 | 4.47 | -10.15 | 60.15 | 85.58 |
| Sharpe Ratio | NA | 0.57 | 0.95 | 0.74 | 0.34 | NA | NA | … | … | -0.31 | 2.89 | 1.03 | 0.97 | 0.68 | -0.28 | 0.62 | 1.57 | -0.99 | -0.11 | 1.56 | -0.77 | -0.78 | -0.56 | 0.11 | -0.20 | 1.34 | 1.87 |
| Standard Deviation(%) | NA | 51.68 | 41.84 | 41.35 | 48.30 | NA | NA | … | … | 63.45 | 42.19 | 33.15 | 32.19 | 47.06 | 38.84 | 74.50 | 42.64 | 46.55 | 48.33 | 69.45 | 69.73 | 51.13 | 53.28 | 41.13 | 49.91 | 44.66 | 54.64 |
| Draw Down(%) | NA | 35.75 | 35.75 | 35.75 | 71.14 | NA | NA | … | … | 35.75 | 21.50 | 17.96 | 20.59 | 27.57 | 28.17 | 44.19 | 34.71 | 55.90 | 30.99 | 41.58 | 66.10 | 47.92 | 42.89 | 31.32 | 30.15 | 20.74 | 19.30 |
| Yield(%) | 0.00 | 0.43 | 0.84 | 1.16 | 0.88 | 0.61 | 1.19 | … | … | 0.10 | 0.52 | 0.76 | 0.97 | 1.34 | 1.04 | 1.10 | 1.06 | 0.30 | 0.28 | 0.58 | 0.54 | 1.61 | 1.11 | 1.11 | 0.63 | 0.53 | 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 |
|---|---|---|---|---|
| AGI (Alamos Gold Inc.) |
-44.96%
Nov 2012 – Nov 2015 |
-30.18%
Nov 2010 – Nov 2015 |
-9.56%
Jan 2012 – Jan 2022 |
3.87%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGI (Alamos Gold Inc.) |
75.71%
Feb 2023 – Feb 2026 |
51.63%
Feb 2021 – Feb 2026 |
29.68%
Nov 2015 – Nov 2025 |
8.92%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart