Performance analysis of EMX Royalty (EMX)
Annual Return
Over the past 3 years, EMX has had an average annual return of +39.06%, outperforming the benchmark SPY, which returned +22.87% annual.
Over the past 5 years, EMX has had an average annual return of +4.23%, underperforming the benchmark SPY, which returned +13.01% annual.
Over the past 10 years, EMX has had an average annual return of +18.17%, outperforming the benchmark SPY, which returned +15.15% annual.
Since Aug 28, 2007, EMX has had an average annual return of +5.98%, underperforming the benchmark SPY, which returned +11% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +140.46% | +6.79% | -14.28% | -16.74% | -32.24% | +104.08% | +45.27% | +35.95% | -20.08% | +141.85% | -43.12% | -25.89% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |||||
| -50.48% | -2.32% | -35.79% | +62.19% | +188.88% | -56.19% | +10.88% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +1.73% | +1.71% | +13.96% | +13.23% | +1.30% | +7.70% | +17.06% | +23.73% | +41.10% | -21.36% | +2.71% | +140.46% | |
| 2024 | -8.03% | -0% | +15.44% | +7.56% | +4.86% | -7.22% | +2.50% | -8.40% | +5.32% | +2.81% | -4.92% | -0.57% | +6.79% |
| 2023 | +7.93% | -6.37% | +4.19% | -3.52% | -4.17% | +3.26% | -0.52% | -8.99% | +3.48% | -1.68% | -0% | -7.43% | -14.28% |
| 2022 | -9.69% | +14.63% | -7.66% | -6.45% | -2.96% | -6.09% | +4.86% | -5.15% | +1.09% | -4.84% | +1.70% | +5% | -16.74% |
| 2021 | +0.30% | -3.57% | -8.64% | +9.80% | +7.69% | -14.86% | +4.70% | -8.01% | -10.80% | +9.76% | -11.03% | -9.20% | -32.24% |
| 2020 | +23.47% | -22.54% | -13.37% | +27.20% | +2.89% | +21.35% | +39.35% | -2.99% | -9.93% | +1.52% | +13.86% | +10.20% | +104.08% |
| 2019 | +2.66% | +6.89% | -5.64% | -2.57% | +14.04% | -6.15% | +11.47% | +4.41% | -4.20% | -0.03% | +8.17% | +11.58% | +45.27% |
| 2018 | +9.48% | -3.73% | +0.44% | -2.26% | +44.18% | -17.74% | +35.28% | -17.39% | +7.03% | +9.83% | -11.19% | -5.04% | +35.95% |
| 2017 | +7.70% | -10.72% | -6.00% | -11.70% | +10.85% | +1.08% | +2.16% | +0% | -11.59% | -16.66% | +16.88% | +1.59% | -20.08% |
Drawdown analysis of EMX Royalty (EMX)
The maximum drawdown for the EMX was -90.60%, occurring on Jan 21, 2016. Recovery took 2417 trading sessions.
The current EMX drawdown is -21.66%.
Since Aug 28, 2007 EMX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.60% | Apr 8, 2011 | 1203 | Jan 21, 2016 | 2417 | Sep 2, 2025 | 3620 |
| -85.27% | Mar 5, 2008 | 192 | Dec 5, 2008 | 449 | Sep 20, 2010 | 641 |
| -28.81% | Oct 6, 2025 | 23 | Nov 6, 2025 | Ongoing | Ongoing | Ongoing |
| -21.06% | Nov 7, 2007 | 32 | Dec 24, 2007 | 25 | Jan 31, 2008 | 57 |
| -17.78% | Jan 11, 2011 | 44 | Mar 16, 2011 | 13 | Apr 4, 2011 | 57 |
| -16.59% | Oct 1, 2010 | 15 | Oct 22, 2010 | 26 | Nov 30, 2010 | 41 |
| -16.43% | Sep 20, 2007 | 14 | Oct 10, 2007 | 17 | Nov 2, 2007 | 31 |
| -16.06% | Dec 29, 2010 | 5 | Jan 5, 2011 | 4 | Jan 11, 2011 | 9 |
| -11.29% | Aug 29, 2007 | 3 | Sep 4, 2007 | 3 | Sep 7, 2007 | 6 |
| -8.29% | Feb 8, 2008 | 7 | Feb 20, 2008 | 3 | Feb 25, 2008 | 10 |
| -8.25% | Dec 3, 2010 | 5 | Dec 10, 2010 | 9 | Dec 23, 2010 | 14 |
| -6.78% | Feb 6, 2008 | 1 | Feb 7, 2008 | 1 | Feb 8, 2008 | 2 |
| -6.29% | Sep 8, 2025 | 6 | Sep 16, 2025 | 3 | Sep 19, 2025 | 9 |
| -5.85% | Sep 14, 2007 | 2 | Sep 18, 2007 | 2 | Sep 20, 2007 | 4 |
| -4.68% | Feb 4, 2008 | 1 | Feb 5, 2008 | 1 | Feb 6, 2008 | 2 |
| -4.51% | Sep 21, 2010 | 4 | Sep 27, 2010 | 2 | Sep 29, 2010 | 6 |
| -3.87% | Oct 1, 2025 | 2 | Oct 3, 2025 | 1 | Oct 6, 2025 | 3 |
| -3.47% | Sep 11, 2007 | 1 | Sep 12, 2007 | 1 | Sep 13, 2007 | 2 |
| -2.76% | Nov 2, 2007 | 1 | Nov 5, 2007 | 1 | Nov 6, 2007 | 2 |
| -2.75% | Feb 28, 2008 | 1 | Feb 29, 2008 | 3 | Mar 5, 2008 | 4 |
| -2.66% | Sep 23, 2025 | 1 | Sep 24, 2025 | 1 | Sep 25, 2025 | 2 |
| -2.05% | Sep 3, 2025 | 1 | Sep 4, 2025 | 1 | Sep 5, 2025 | 2 |
| -1.01% | Sep 29, 2010 | 1 | Sep 30, 2010 | 1 | Oct 1, 2010 | 2 |
| -0.96% | Apr 4, 2011 | 1 | Apr 5, 2011 | 2 | Apr 7, 2011 | 3 |
| -0.46% | Feb 25, 2008 | 2 | Feb 27, 2008 | 1 | Feb 28, 2008 | 3 |