Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMY (Harmony Gold Mining Company Limited) | -19.54% | 4.59% | 53.07% | 27.78% | 17.40% | 2.02% | 1.32% | … | … |
Data as of 06/05/2026, Common starting date is 09/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMY (Harmony Gold Mining Company Limited) | 09/30/1996 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.01 | 4.59 | 53.07 | 27.78 | 17.40 | 2.02 | 1.32 | … | … | -19.54 | 145.16 | 35.39 | 82.49 | -16.44 | -10.22 | 28.93 | 102.79 | -4.28 | -13.12 | 140.12 | -50.79 | -25.30 | -71.50 | -22.12 | -6.57 | 24.04 | -6.79 | 6.40 | -34.54 | 20.69 | 40.78 | -42.46 | -1.12 | 167.97 | 43.26 | -23.41 | 33.49 | 111.11 | -71.43 | -4.55 |
| Sharpe Ratio | NA | 0.03 | 0.84 | 0.42 | 0.26 | NA | NA | … | … | -0.59 | 2.35 | 0.59 | 1.54 | -0.27 | -0.19 | 0.33 | 1.87 | -0.12 | -0.27 | 1.72 | -0.60 | -0.52 | -1.16 | -0.56 | -0.16 | 0.68 | -0.13 | 0.06 | -0.80 | 0.32 | 0.89 | -0.98 | -0.04 | 2.11 | 0.66 | -0.37 | 0.49 | 1.42 | -1.33 | -0.64 |
| Standard Deviation(%) | NA | 64.96 | 58.96 | 58.21 | 61.04 | NA | NA | … | … | 71.61 | 61.01 | 53.69 | 51.68 | 65.48 | 52.54 | 87.30 | 54.28 | 49.40 | 51.70 | 81.21 | 84.68 | 48.66 | 61.75 | 39.70 | 42.57 | 35.16 | 54.73 | 89.00 | 46.97 | 53.43 | 43.21 | 44.15 | 47.27 | 79.02 | 63.11 | 73.74 | 61.29 | 75.90 | 56.55 | 31.93 |
| Draw Down(%) | NA | 48.85 | 48.85 | 62.45 | 71.02 | NA | NA | … | … | 48.85 | 30.64 | 33.44 | 33.52 | 62.45 | 46.06 | 54.16 | 26.98 | 42.40 | 45.83 | 60.30 | 83.12 | 58.62 | 73.42 | 42.99 | 26.70 | 20.88 | 37.44 | 61.33 | 48.85 | 35.92 | 35.92 | 47.53 | 42.21 | 46.95 | 28.87 | 49.85 | 37.63 | 50.00 | 77.26 | 13.43 |
| Yield(%) | 0.00 | 2.50 | 4.86 | 2.96 | 2.52 | 0.57 | 0.45 | … | … | 1.59 | 2.26 | 2.14 | 1.14 | 1.00 | 1.73 | 0.00 | 0.00 | 0.00 | 2.51 | 3.49 | 0.00 | 0.00 | 0.63 | 0.95 | 0.67 | 0.66 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 1.99 | 7.05 | 3.29 | 2.26 | 0.86 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMY (Harmony Gold Mining Company Limited) |
-58.40%
Sep 2012 – Sep 2015 |
-44.09%
Sep 2010 – Sep 2015 |
-25.52%
Nov 2005 – Nov 2015 |
-14.06%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMY (Harmony Gold Mining Company Limited) |
97.71%
Sep 2022 – Sep 2025 |
55.57%
Sep 2015 – Sep 2020 |
42.99%
Nov 2015 – Nov 2025 |
10.86%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison Chart