Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate | NA | 25.83% | 2.13% | 5.02% | 4.27% | 5.31% | 6.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 25.83 | 2.13 | 5.02 | 4.27 | 5.31 | 6.07 | … | … | 0.50 | 5.60 | 14.69 | -15.79 | 7.01 | 10.11 | 9.75 | -1.50 | 9.28 | 3.63 | -2.96 | 5.16 | 15.85 | 4.28 | 5.73 | 4.03 | 12.71 | -0.80 | 10.95 | 12.33 | 5.03 | 11.50 | 15.59 | 2.15 | 6.27 |
| Sharpe Ratio | NA | 0.00 | -0.24 | 0.12 | 0.24 | NA | NA | … | … | 0.08 | -0.10 | 1.18 | -1.14 | 0.74 | 1.17 | 2.14 | -0.41 | 1.61 | 0.74 | -0.57 | 0.92 | 2.36 | 0.75 | 0.82 | 0.38 | 1.58 | -0.39 | 0.83 | 1.17 | 0.50 | 1.42 | 2.91 | 0.28 | 1.04 |
| Standard Deviation(%) | NA | 9.46 | 11.47 | 10.54 | 8.34 | NA | NA | … | … | 5.78 | 9.52 | 8.83 | 15.02 | 9.49 | 8.43 | 3.89 | 6.93 | 5.36 | 4.59 | 5.21 | 5.58 | 6.71 | 5.65 | 6.98 | 10.39 | 7.98 | 4.40 | 9.58 | 7.76 | 5.77 | 7.44 | 5.12 | 3.77 | 3.82 |
| Draw Down(%) | NA | 8.51 | 21.83 | 23.83 | 23.83 | NA | NA | … | … | 0.43 | 8.51 | 8.73 | 22.70 | 4.31 | 9.07 | 2.43 | 7.43 | 3.37 | 3.77 | 5.83 | 4.63 | 4.61 | 5.25 | 4.80 | 9.02 | 3.74 | 7.72 | 6.68 | 9.06 | 4.40 | 6.76 | 2.76 | 4.37 | 2.30 |
| Yield(%) | NA | 4.36 | 5.90 | 5.25 | 3.74 | NA | NA | … | … | NA | 0.60 | 4.23 | 3.05 | 9.95 | 4.08 | 5.35 | 2.70 | 0.12 | 3.68 | 1.45 | 3.00 | 2.02 | 2.53 | 3.05 | 2.20 | 3.00 | 2.98 | 6.94 | 6.12 | 2.66 | 2.02 | 3.23 | 3.75 | 5.39 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate |
-2.34%
Sep 2019 – Sep 2022 |
-0.35%
Sep 2017 – Sep 2022 |
2.57%
Oct 2013 – Oct 2023 |
3.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HECLA MINING COMPANY CAPITAL ACCUMULATION PLAN Tactical Asset Allocation Moderate |
12.53%
Apr 2003 – Apr 2006 |
11.86%
Oct 2002 – Oct 2007 |
8.56%
Jul 2003 – Jul 2013 |
7.65%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart