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Sprott Physical Uranium Trust Fund (SRUUF)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
CA85210A1049
CUSIP
85210A104
Issuer
Sprott
Inception Date
Jul 19, 2021
Category
Commodities
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Accumulating
Asset Class
Commodity
Asset Class Size
Multi-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Sprott Physical Uranium Trust Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Sprott Physical Uranium Trust Fund (SRUUF) has returned 3.76% so far this year and 41.75% over the past 12 months.


Sprott Physical Uranium Trust Fund

1D
5.15%
1M
-0.54%
YTD
3.76%
6M
0.85%
1Y
41.75%
3Y*
19.90%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jul 22, 2021, SRUUF's average daily return is +0.10%, while the average monthly return is +1.76%. At this rate, your investment would double in approximately 3.3 years.

Historically, 53% of months were positive and 47% were negative. The best month was Sep 2021 with a return of +23.6%, while the worst month was Jul 2025 at -14.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SRUUF closed higher 51% of trading days. The best single day was Oct 12, 2021 with a return of +15.8%, while the worst single day was Sep 14, 2021 at -14.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202615.62%-9.77%-0.54%3.76%
2025-6.54%-11.30%-0.52%5.05%8.08%15.82%-14.08%13.47%9.63%-1.10%-9.24%8.28%12.66%
20248.38%-12.08%1.48%3.50%-3.38%-9.85%1.02%-2.51%5.88%-4.52%-2.27%-4.37%-18.89%
202310.09%-3.65%-5.56%2.30%7.09%-1.56%2.77%13.39%15.75%6.16%5.40%11.67%82.09%
20222.82%9.98%21.97%-12.01%-10.01%-9.26%8.54%7.19%-6.22%10.13%-12.91%3.82%7.65%
2021-0.96%-0.05%23.59%-1.76%1.26%-3.64%17.26%

Benchmark Metrics

Sprott Physical Uranium Trust Fund has an annualized alpha of 18.22%, beta of 0.88, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 23, 2021.

  • This fund captured 33.07% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -47.03%) — a profile typical of hedging or uncorrelated assets.
  • R² of 0.13 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
18.22%
Beta
0.88
0.13
Upside Capture
33.07%
Downside Capture
-47.03%

Expense Ratio

SRUUF has an expense ratio of 0.70%, placing it in the medium range.


Return for Risk

Risk / Return Rank

SRUUF ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


SRUUF Risk / Return Rank: 5959
Overall Rank
SRUUF Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
SRUUF Sortino Ratio Rank: 6464
Sortino Ratio Rank
SRUUF Omega Ratio Rank: 4747
Omega Ratio Rank
SRUUF Calmar Ratio Rank: 7979
Calmar Ratio Rank
SRUUF Martin Ratio Rank: 4747
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Sprott Physical Uranium Trust Fund (SRUUF) and compare them to a chosen benchmark (S&P 500 Index).


SRUUFBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.11

0.90

+0.21

Sortino ratio

Return per unit of downside risk

1.66

1.39

+0.27

Omega ratio

Gain probability vs. loss probability

1.21

1.21

-0.01

Calmar ratio

Return relative to maximum drawdown

1.92

1.40

+0.52

Martin ratio

Return relative to average drawdown

4.77

6.61

-1.84

Explore SRUUF risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Sprott Physical Uranium Trust Fund doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Sprott Physical Uranium Trust Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sprott Physical Uranium Trust Fund was 48.68%, occurring on Apr 7, 2025. The portfolio has not yet recovered.

The current Sprott Physical Uranium Trust Fund drawdown is 19.39%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.68%Feb 5, 2024294Apr 7, 2025
-38.56%Apr 11, 202264Jul 13, 2022295Sep 14, 2023359
-34.71%Sep 14, 202120Oct 11, 2021104Mar 10, 2022124
-13.44%Mar 11, 20222Mar 14, 20228Mar 24, 202210
-13.15%Jul 23, 202118Aug 17, 202111Sep 1, 202129

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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