Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGIRX (Kopernik International Fund Investor Class) | 4.68% | 27.89% | 17.92% | 8.09% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGIRX (Kopernik International Fund Investor Class) | 02/05/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.92 | 27.89 | 17.92 | 8.09 | NA | NA | NA | … | … | 4.68 | 54.55 | -3.90 | 13.56 | -14.29 | 16.30 | 18.73 | 9.58 |
| Sharpe Ratio | NA | 2.14 | 1.35 | 0.45 | NA | NA | NA | … | … | 0.86 | 4.47 | -0.75 | 1.01 | -0.86 | 1.32 | 0.95 | 1.22 |
| Standard Deviation(%) | NA | 13.14 | 11.43 | 13.11 | NA | NA | NA | … | … | 15.58 | 11.61 | 10.05 | 9.89 | 18.40 | 12.34 | 19.46 | 7.53 |
| Draw Down(%) | NA | 8.77 | 10.47 | 28.05 | NA | NA | NA | … | … | 8.77 | 7.90 | 10.47 | 6.94 | 26.94 | 9.37 | 27.61 | 4.39 |
| Yield(%) | 0.00 | 15.13 | 10.52 | 6.65 | 5.49 | 3.66 | 2.75 | … | … | 0.00 | 19.01 | 3.63 | 12.38 | 1.87 | 6.13 | 3.19 | 2.45 |
Data as of 06/10/2026, Common starting date is 02/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGIRX (Kopernik International Fund Investor Class) |
-2.20%
Dec 2021 – Dec 2024 |
5.25%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGIRX (Kopernik International Fund Investor Class) |
24.09%
Feb 2023 – Feb 2026 |
13.17%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart