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IDR vs. ERO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IDR vs. ERO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Idaho Strategic Resources, Inc. (IDR) and Ero Copper Corp (ERO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDR achieves a -23.67% return, which is significantly lower than ERO's -9.58% return.


IDR

1D
-0.55%
1M
-10.87%
6M
-37.07%
YTD
-23.67%
1Y
83.53%
3Y*
75.61%
5Y*
44.40%
10Y*
33.74%

ERO

1D
2.08%
1M
-7.65%
6M
-12.61%
YTD
-9.58%
1Y
69.40%
3Y*
7.17%
5Y*
4.29%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDR vs. ERO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IDR
Idaho Strategic Resources, Inc.
-23.67%295.49%60.95%11.07%-23.39%102.06%93.38%-15.00%5.26%21.60%
ERO
Ero Copper Corp
-9.58%109.87%-14.63%14.84%-10.07%-5.73%-10.97%151.68%21.41%52.76%

Correlation

The correlation between IDR and ERO is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.42

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

0.33

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

0.25

Correlation (All Time)
Calculated using the full available price history since Oct 23, 2017

0.14

Over the past year, IDR and ERO have become more correlated (0.42) than their long-term average of 0.14, meaning their price movements have been converging.

Fundamentals

Market Cap

IDR:

$486.31M

ERO:

$2.67B

EPS

IDR:

$1.41

ERO:

$2.79

PE Ratio

IDR:

21.82

ERO:

9.16

PEG Ratio

IDR:

0.03

ERO:

0.10

PS Ratio

IDR:

9.42

ERO:

2.89

PB Ratio

IDR:

4.21

ERO:

2.44

Total Revenue (TTM)

IDR:

$49.61M

ERO:

$925.20M

Gross Profit (TTM)

IDR:

$23.05M

ERO:

$394.67M

EBITDA (TTM)

IDR:

$24.61M

ERO:

$528.87M

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Return for Risk

IDR vs. ERO — Risk / Return Rank

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

IDR
IDR Risk / Return Rank: 7575
Overall Rank
IDR Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
IDR Sortino Ratio Rank: 7575
Sortino Ratio Rank
IDR Omega Ratio Rank: 7272
Omega Ratio Rank
IDR Calmar Ratio Rank: 7777
Calmar Ratio Rank
IDR Martin Ratio Rank: 7474
Martin Ratio Rank

ERO
ERO Risk / Return Rank: 7777
Overall Rank
ERO Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
ERO Sortino Ratio Rank: 7676
Sortino Ratio Rank
ERO Omega Ratio Rank: 7575
Omega Ratio Rank
ERO Calmar Ratio Rank: 7979
Calmar Ratio Rank
ERO Martin Ratio Rank: 7676
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.

IDR vs. ERO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Idaho Strategic Resources, Inc. (IDR) and Ero Copper Corp (ERO). 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.


IDRERODifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.01

Omega ratioGain probability vs. loss probability

1.21

1.23

-0.02

Calmar ratioReturn relative to maximum drawdown

1.81

1.94

-0.13

Martin ratioReturn relative to average drawdown

3.58

4.11

-0.53

IDR vs. ERO - Sharpe Ratio Comparison

The current IDR Sharpe Ratio is 1.04, which is comparable to the ERO Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of IDR and ERO, 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

IDR vs. ERO - Drawdown Comparison

The maximum IDR drawdown since its inception was -93.44%, which is greater than ERO's maximum drawdown of -67.17%. Use the drawdown chart below to compare losses from any high point for IDR and ERO.


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Drawdown Indicators


IDRERODifference

Max Drawdown

Largest peak-to-trough decline

-93.44%

-67.17%

-26.27%

Max Drawdown (1Y)

Largest decline over 1 year

-49.96%

-37.97%

-11.99%

Max Drawdown (3Y)

Largest decline over 3 years

-49.96%

-59.84%

+9.88%

Max Drawdown (5Y)

Largest decline over 5 years

-62.42%

-60.24%

-2.18%

Max Drawdown (10Y)

Largest decline over 10 years

-62.42%

Current Drawdown

Current decline from peak

-41.59%

-32.74%

-8.85%

Average Drawdown

Average peak-to-trough decline

-47.21%

-27.05%

-20.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.27%

17.91%

+7.36%

Volatility

IDR vs. ERO - Volatility Comparison

Idaho Strategic Resources, Inc. (IDR) and Ero Copper Corp (ERO) have volatilities of 19.21% and 19.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDRERODifference

Volatility (1M)

Calculated over the trailing 1-month period

19.21%

19.21%

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

60.99%

48.83%

+12.16%

Volatility (1Y)

Calculated over the trailing 1-year period

89.84%

57.64%

+32.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.07%

55.15%

+17.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

85.79%

59.39%

+26.40%

Dividends

IDR vs. ERO - Dividend Comparison

Neither IDR nor ERO has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

IDR vs. ERO - Financials Comparison

This section allows you to compare key financial metrics between Idaho Strategic Resources, Inc. and Ero Copper Corp. 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


0.0050.00M100.00M150.00M200.00M250.00M300.00M350.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
14.48M
259.52M
(IDR) Total Revenue
(ERO) Total Revenue
Values in USD except per share items

IDR vs. ERO - Profitability Comparison

The chart below illustrates the profitability comparison between Idaho Strategic Resources, Inc. and Ero Copper Corp 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%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
56.5%
39.8%
Portfolio components
IDR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Idaho Strategic Resources, Inc. reported a gross profit of 8.18M and revenue of 14.48M. Therefore, the gross margin over that period was 56.5%.

ERO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Ero Copper Corp reported a gross profit of 103.33M and revenue of 259.52M. Therefore, the gross margin over that period was 39.8%.

IDR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Idaho Strategic Resources, Inc. reported an operating income of 7.58M and revenue of 14.48M, resulting in an operating margin of 52.4%.

ERO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Ero Copper Corp reported an operating income of 90.17M and revenue of 259.52M, resulting in an operating margin of 34.7%.

IDR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Idaho Strategic Resources, Inc. reported a net income of 6.39M and revenue of 14.48M, resulting in a net margin of 44.1%.

ERO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Ero Copper Corp reported a net income of 107.26M and revenue of 259.52M, resulting in a net margin of 41.3%.


Frequently Asked Questions


IDR and ERO have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ERO has higher volatility (19.21%) compared to IDR (19.21%). In terms of maximum drawdown, IDR dropped -93.44% vs ERO's -67.17%.

ERO currently has the higher Sharpe Ratio (1.28 vs 1.04), 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

Find the right allocation for IDR and ERO

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