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IAG vs. MSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IAG vs. MSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IAMGOLD Corporation (IAG) and Mesabi Trust (MSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IAG achieves a 2.55% return, which is significantly higher than MSB's -35.21% return. Over the past 10 years, IAG has underperformed MSB with an annualized return of 14.75%, while MSB has yielded a comparatively higher 20.23% annualized return.


IAG

1D
0.18%
1M
2.36%
YTD
2.55%
6M
-3.65%
1Y
133.24%
3Y*
87.14%
5Y*
40.58%
10Y*
14.75%

MSB

1D
-0.97%
1M
-3.61%
YTD
-35.21%
6M
-30.37%
1Y
8.53%
3Y*
18.19%
5Y*
2.57%
10Y*
20.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAG vs. MSB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IAG
IAMGOLD Corporation
2.55%219.57%103.95%-1.94%-17.57%-14.71%-1.61%1.36%-36.88%51.43%
MSB
Mesabi Trust
-35.21%71.88%47.05%15.55%-22.81%3.66%30.10%12.34%4.11%155.25%

Correlation

The correlation between IAG and MSB is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jul 15, 2003

0.19

Fundamentals

EPS

IAG:

$1.73

MSB:

$1.15

PE Ratio

IAG:

9.78

MSB:

21.32

PEG Ratio

IAG:

0.06

MSB:

0.18

PS Ratio

IAG:

2.89

MSB:

16.06

Total Revenue (TTM)

IAG:

$3.42B

MSB:

$15.04M

Gross Profit (TTM)

IAG:

$1.64B

MSB:

$13.36M

EBITDA (TTM)

IAG:

$1.97B

MSB:

$10.24M

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Return for Risk

IAG vs. MSB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IAG
IAG Risk / Return Rank: 8686
Overall Rank
IAG Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IAG Sortino Ratio Rank: 8484
Sortino Ratio Rank
IAG Omega Ratio Rank: 8484
Omega Ratio Rank
IAG Calmar Ratio Rank: 8686
Calmar Ratio Rank
IAG Martin Ratio Rank: 8585
Martin Ratio Rank

MSB
MSB Risk / Return Rank: 4747
Overall Rank
MSB Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
MSB Sortino Ratio Rank: 4545
Sortino Ratio Rank
MSB Omega Ratio Rank: 4444
Omega Ratio Rank
MSB Calmar Ratio Rank: 4747
Calmar Ratio Rank
MSB Martin Ratio Rank: 4848
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.

IAG vs. MSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IAMGOLD Corporation (IAG) and Mesabi Trust (MSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IAGMSBDifference
Sharpe ratioReturn per unit of total volatility

+1.97

Sortino ratioReturn per unit of downside risk

+1.90

Omega ratioGain probability vs. loss probability

1.33

1.07

+0.26

Calmar ratioReturn relative to maximum drawdown

3.38

0.21

+3.18

Martin ratioReturn relative to average drawdown

8.20

0.47

+7.73

IAG vs. MSB - Sharpe Ratio Comparison

The current IAG Sharpe Ratio is 2.15, which is higher than the MSB Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of IAG and MSB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IAG vs. MSB - Drawdown Comparison

The maximum IAG drawdown since its inception was -95.55%, roughly equal to the maximum MSB drawdown of -92.01%. Use the drawdown chart below to compare losses from any high point for IAG and MSB.


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Drawdown Indicators


IAGMSBDifference

Max Drawdown

Largest peak-to-trough decline

-95.55%

-92.01%

-3.54%

Max Drawdown (1Y)

Largest decline over 1 year

-39.60%

-40.96%

+1.36%

Max Drawdown (3Y)

Largest decline over 3 years

-39.60%

-40.96%

+1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-73.69%

-45.89%

-27.80%

Max Drawdown (10Y)

Largest decline over 10 years

-86.46%

-66.48%

-19.98%

Current Drawdown

Current decline from peak

-31.18%

-39.35%

+8.17%

Average Drawdown

Average peak-to-trough decline

-56.16%

-26.74%

-29.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.31%

18.02%

-1.71%

Volatility

IAG vs. MSB - Volatility Comparison

IAMGOLD Corporation (IAG) has a higher volatility of 20.42% compared to Mesabi Trust (MSB) at 12.99%. This indicates that IAG's price experiences larger fluctuations and is considered to be riskier than MSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IAGMSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

20.42%

12.99%

+7.43%

Volatility (6M)

Calculated over the trailing 6-month period

49.89%

34.38%

+15.51%

Volatility (1Y)

Calculated over the trailing 1-year period

62.54%

47.50%

+15.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

60.56%

49.16%

+11.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.68%

48.56%

+10.12%

Dividends

IAG vs. MSB - Dividend Comparison

IAG has not paid dividends to shareholders, while MSB's dividend yield for the trailing twelve months is around 3.91%.


PositionTTM20252024202320222021202020192018201720162015
IAG
IAMGOLD Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MSB
Mesabi Trust
3.91%18.09%4.80%1.71%20.14%10.83%5.95%14.27%11.78%5.92%5.14%15.04%

Financials

IAG vs. MSB - Financials Comparison

This section allows you to compare key financial metrics between IAMGOLD Corporation and Mesabi Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00M1.00B1.20B20222023202420252026
1.03B
2.25M
(IAG) Total Revenue
(MSB) Total Revenue
Values in USD except per share items

IAG vs. MSB - Profitability Comparison

The chart below illustrates the profitability comparison between IAMGOLD Corporation and Mesabi Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
55.4%
0
Portfolio components
IAG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, IAMGOLD Corporation reported a gross profit of 570.70M and revenue of 1.03B. Therefore, the gross margin over that period was 55.4%.

MSB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mesabi Trust reported a gross profit of 0.00 and revenue of 2.25M. Therefore, the gross margin over that period was 0.0%.

IAG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, IAMGOLD Corporation reported an operating income of 544.70M and revenue of 1.03B, resulting in an operating margin of 52.9%.

MSB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mesabi Trust reported an operating income of 0.00 and revenue of 2.25M, resulting in an operating margin of 0.0%.

IAG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, IAMGOLD Corporation reported a net income of 379.70M and revenue of 1.03B, resulting in a net margin of 36.9%.

MSB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mesabi Trust reported a net income of 1.09M and revenue of 2.25M, resulting in a net margin of 48.4%.


Frequently Asked Questions


IAG and MSB have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IAG has higher volatility (20.42%) compared to MSB (12.99%). In terms of maximum drawdown, IAG dropped -95.55% vs MSB's -92.01%.

IAG currently has the higher Sharpe Ratio (2.15 vs 0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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