Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTSF (Sierra Metals Inc.) | NA | -74.87% | -24.69% | -34.74% | NA | NA | NA | … | … |
Data as of 04/06/2023, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTSF (Sierra Metals Inc.) | 07/06/2017 | 04/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.28 | -74.87 | -24.69 | -34.74 | NA | NA | NA | … | … | 72.83 | -87.28 | -59.04 | 101.33 | -6.31 | -29.03 | -6.42 |
| Sharpe Ratio | NA | -0.69 | -0.28 | -0.42 | NA | NA | NA | … | … | 6.72 | -0.85 | -0.89 | 0.87 | -0.14 | -0.70 | -0.31 |
| Standard Deviation(%) | NA | 112.75 | 94.06 | 85.16 | NA | NA | NA | … | … | 104.44 | 104.76 | 66.14 | 115.42 | 56.15 | 43.04 | 42.81 |
| Draw Down(%) | NA | 90.34 | 97.01 | 97.01 | NA | NA | NA | … | … | 33.33 | 93.39 | 67.27 | 64.03 | 51.56 | 41.90 | 26.10 |
| Yield(%) | 0.00 | 0.00 | 1.40 | 0.23 | 0.11 | 0.08 | 0.06 | … | … | 0.00 | 0.00 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/06/2023, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTSF (Sierra Metals Inc.) |
-52.50%
Dec 2019 – Dec 2022 |
-41.04%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTSF (Sierra Metals Inc.) |
10.21%
Dec 2017 – Dec 2020 |
-27.93%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart