Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XME (SPDR S&P Metals & Mining ETF) | 14.54% | 85.74% | 36.94% | 21.84% | 19.02% | 5.35% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XME (SPDR S&P Metals & Mining ETF) | 06/22/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.28 | 85.74 | 36.94 | 21.84 | 19.02 | 5.35 | NA | … | … | 14.54 | 83.47 | -4.54 | 21.51 | 13.14 | 34.92 | 15.97 | 14.70 | -26.76 | 21.16 | 106.02 | -50.53 | -25.28 | -5.37 | -6.60 | -28.17 | 34.13 | 88.27 | -59.38 | 41.74 | 9.37 |
| Sharpe Ratio | NA | 2.33 | 1.12 | 0.58 | 0.53 | NA | NA | … | … | 0.84 | 2.50 | -0.32 | 0.72 | 0.28 | 0.98 | 0.31 | 0.57 | -1.11 | 0.93 | 2.63 | -1.54 | -1.08 | -0.22 | -0.23 | -0.66 | 0.92 | 1.53 | -0.75 | 1.27 | 0.46 |
| Standard Deviation(%) | NA | 35.66 | 30.06 | 32.75 | 33.02 | NA | NA | … | … | 41.17 | 32.36 | 25.35 | 25.08 | 41.63 | 35.78 | 50.30 | 23.20 | 25.50 | 22.04 | 40.25 | 32.90 | 23.40 | 24.90 | 28.92 | 43.05 | 37.19 | 57.51 | 80.13 | 30.47 | 32.93 |
| Draw Down(%) | NA | 22.60 | 30.47 | 37.27 | 61.68 | NA | NA | … | … | 22.60 | 22.45 | 19.40 | 24.38 | 37.27 | 17.31 | 50.87 | 22.97 | 34.36 | 19.32 | 20.31 | 52.68 | 32.81 | 30.71 | 33.99 | 45.05 | 25.26 | 35.95 | 81.59 | 21.82 | 21.79 |
| Yield(%) | 0.00 | 0.60 | 0.88 | 1.07 | 2.04 | 0.75 | 1.06 | … | … | 0.06 | 0.67 | 0.62 | 1.21 | 1.80 | 0.93 | 1.14 | 2.67 | 1.55 | 1.34 | 2.07 | 1.26 | 1.60 | 1.20 | 1.19 | 0.66 | 0.69 | 1.52 | 0.72 | 0.85 | 0.44 |
Data as of 06/05/2026, Common starting date is 06/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XME (SPDR S&P Metals & Mining ETF) |
-30.56%
Jan 2013 – Jan 2016 |
-26.28%
Jan 2011 – Jan 2016 |
-10.44%
Mar 2010 – Mar 2020 |
-3.02%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XME (SPDR S&P Metals & Mining ETF) |
50.71%
Mar 2020 – Mar 2023 |
33.30%
Sep 2020 – Sep 2025 |
25.55%
Jan 2016 – Jan 2026 |
7.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart