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Performance analysis of Sprott (SII)

Annual Return

Over the past 3 years, SII has had an average annual return of +60.59%, outperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, SII has had an average annual return of +27.06%, outperforming the benchmark SPY, which returned +14% annual.

Since Jun 29, 2020, SII has had an average annual return of +29.54%, outperforming the benchmark SPY, which returned +18.26% annual.

2026202520242023202220212020
+36.93%+137.29%+27.36%+4.99%-24.13%+59.34%-11.69%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+25.29%+32.12%-11.63%-8.75%+0.79%+1.77%+36.93%
2025+3.32%-2.41%+6.28%+17.03%+10.97%+19.20%-2.50%-1.70%+26.21%-1.49%+12.29%+6.91%+137.29%
2024+3.62%+4.98%+0.76%+6.38%+14.74%-7.78%+7.71%-7.81%+6.02%+2.12%+0.98%-4.92%+27.36%
2023+18.43%-12.06%+5.65%-1.10%-5.16%-4.47%+3.21%+0.32%-8.47%-4.73%+13.05%+4.34%+4.99%
2022-22.05%+17.27%+22.58%-8.26%-19.72%-5.67%+9.12%+0.40%-11.16%+7.26%+0.35%-6.98%-24.13%
2021-2.11%+23.15%+9.43%+18.51%+3.67%-15.29%-6.43%-8.13%+9.26%+10.69%+7.81%+3.54%+59.34%
2020+8.42%+5.74%+12.16%-19.80%-12.57%+2.77%-4.69%-11.69%

Drawdown analysis of Sprott (SII)

The maximum drawdown for the SII was -47.83%, occurring on Oct 19, 2023. Recovery took 374 trading sessions.

The current SII drawdown is -19.62%.

Since Jun 29, 2020 SII has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 9 times
DepthStartTo BottomBottomTo RecoverEndTotal
-47.83%Apr 19, 2022378Oct 19, 2023374Apr 17, 2025752
-34.16%Sep 2, 202080Dec 28, 202049Mar 10, 2021129
-28.20%May 27, 202159Aug 20, 202159Nov 12, 2021118
-27.71%Dec 8, 202140Feb 4, 202220Mar 7, 202260
-24.86%Mar 10, 202649May 19, 2026OngoingOngoingOngoing
-18.55%Mar 15, 202111Mar 30, 202127May 7, 202138
-18.54%Jan 28, 20266Feb 5, 202610Feb 20, 202616
-16.73%Jul 18, 202522Aug 19, 202524Sep 23, 202546
-12.22%Nov 11, 20258Nov 21, 202511Dec 9, 202519
-9.94%Oct 8, 202513Oct 27, 20259Nov 7, 202522
-8.27%Jul 27, 20209Aug 7, 20204Aug 13, 202013
-6.51%Nov 12, 202111Nov 30, 20216Dec 8, 202117
-5.17%Apr 22, 20258May 2, 20255May 9, 202513
-4.77%May 7, 20214May 13, 20213May 18, 20217
-4.72%Aug 17, 20205Aug 24, 20205Aug 31, 202010
-4.22%Mar 7, 20225Mar 14, 20223Mar 17, 20228
-4.14%Jul 6, 20208Jul 16, 20204Jul 22, 202012
-3.66%Jan 6, 20262Jan 8, 20262Jan 12, 20264
-3.57%Mar 4, 20261Mar 5, 20263Mar 10, 20264
-3.56%Apr 4, 20221Apr 5, 20223Apr 8, 20224
-3.53%Mar 2, 20261Mar 3, 20261Mar 4, 20262
-3.40%Dec 16, 20251Dec 17, 20252Dec 19, 20253
-3.24%Dec 23, 20255Dec 31, 20251Jan 2, 20266
-2.78%Dec 9, 20251Dec 10, 20254Dec 16, 20255
-2.58%Jul 7, 20251Jul 8, 20252Jul 10, 20253