Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AUMN (Golden Minerals Company) -45.45% 5.88% -56.78% -60.19% -34.43% -40.90% NA
Data as of 06/11/2026, Common starting date is 10/19/2009
More Performance Analytics Comparison
Name Start Date End Date
AUMN (Golden Minerals Company) 10/19/2009 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 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -5.26 5.88 -56.78 -60.19 -34.43 -40.90 NA -45.45 266.67 -82.69 -92.30 -22.86 -53.95 145.16 40.91 -48.84 -25.87 190.05 -62.96 14.89 -89.76 -21.00 -78.24 175.26 48.09
Sharpe Ratio NA -0.20 -0.49 -0.57 -0.34 NA NA -0.84 2.00 -0.76 -0.72 -0.35 -0.80 1.48 0.37 -0.57 -0.45 1.54 -0.77 0.13 -1.20 -0.26 -1.03 2.50 7.49
Standard Deviation(%) NA 107.11 129.65 110.19 100.87 NA NA 97.27 135.86 117.44 134.17 69.28 67.42 97.32 107.55 87.99 59.29 122.99 82.21 111.72 75.05 83.03 76.16 70.14 79.62
Draw Down(%) NA 72.73 97.09 99.56 99.70 NA NA 57.14 57.14 89.74 94.38 62.30 68.00 45.45 44.44 62.96 52.56 62.79 67.74 69.34 90.97 67.40 80.18 50.55 25.33
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
Data as of 06/11/2026, Common starting date is 10/19/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUMN (Golden Minerals Company) -80.29%
Feb 2022 – Feb 2025
-62.42%
Dec 2010 – Dec 2015
-39.63%
Jan 2015 – Jan 2025
-41.16%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUMN (Golden Minerals Company) 32.95%
Feb 2019 – Feb 2022
37.32%
Jan 2016 – Jan 2021
-18.69%
Apr 2013 – Apr 2023
-34.73%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return