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IONR vs. PPTA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

IONR vs. PPTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ioneer Ltd American Depositary Shares (IONR) and Perpetua Resources Corp (PPTA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IONR achieves a -19.79% return, which is significantly lower than PPTA's -1.69% return.


IONR

1D
-0.26%
1M
-8.55%
YTD
-19.79%
6M
-13.09%
1Y
44.19%
3Y*
-23.83%
5Y*
10Y*

PPTA

1D
-2.14%
1M
-6.00%
YTD
-1.69%
6M
-14.08%
1Y
83.22%
3Y*
87.68%
5Y*
22.81%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IONR vs. PPTA - Yearly Performance Comparison


2026 (YTD)2025202420232022
IONR
ioneer Ltd American Depositary Shares
-19.79%20.30%-0.50%-63.15%-35.23%
PPTA
Perpetua Resources Corp
-1.69%126.90%236.59%8.56%-9.60%

Correlation

The correlation between IONR and PPTA is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.22

Correlation (All Time)
Calculated using the full available price history since Jun 30, 2022

0.22

The correlation between IONR and PPTA shifts across timeframes, from 0.22 (all time) to 0.38 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

IONR:

$232.34M

PPTA:

$2.22B

EPS

IONR:

-$0.38

PPTA:

$1.22

PB Ratio

IONR:

1.01

PPTA:

2.58

Total Revenue (TTM)

IONR:

$0.00

PPTA:

$0.00

Gross Profit (TTM)

IONR:

-$588.85K

PPTA:

$0.00

EBITDA (TTM)

IONR:

-$9.14M

PPTA:

$0.00

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Return for Risk

IONR vs. PPTA — Risk / Return Rank

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

IONR
IONR Risk / Return Rank: 6060
Overall Rank
IONR Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IONR Sortino Ratio Rank: 6565
Sortino Ratio Rank
IONR Omega Ratio Rank: 6262
Omega Ratio Rank
IONR Calmar Ratio Rank: 5959
Calmar Ratio Rank
IONR Martin Ratio Rank: 5555
Martin Ratio Rank

PPTA
PPTA Risk / Return Rank: 7474
Overall Rank
PPTA Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
PPTA Sortino Ratio Rank: 7272
Sortino Ratio Rank
PPTA Omega Ratio Rank: 7070
Omega Ratio Rank
PPTA Calmar Ratio Rank: 7575
Calmar Ratio Rank
PPTA 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.

IONR vs. PPTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ioneer Ltd American Depositary Shares (IONR) and Perpetua Resources Corp (PPTA). 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.


IONRPPTADifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.36

Omega ratioGain probability vs. loss probability

1.16

1.22

-0.05

Calmar ratioReturn relative to maximum drawdown

0.72

1.96

-1.25

Martin ratioReturn relative to average drawdown

1.24

5.01

-3.77

IONR vs. PPTA - Sharpe Ratio Comparison

The current IONR Sharpe Ratio is 0.43, which is lower than the PPTA Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of IONR and PPTA, 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

IONR vs. PPTA - Drawdown Comparison

The maximum IONR drawdown since its inception was -87.76%, which is greater than PPTA's maximum drawdown of -81.78%. Use the drawdown chart below to compare losses from any high point for IONR and PPTA.


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Drawdown Indicators


IONRPPTADifference

Max Drawdown

Largest peak-to-trough decline

-87.76%

-81.78%

-5.98%

Max Drawdown (1Y)

Largest decline over 1 year

-62.01%

-42.61%

-19.40%

Max Drawdown (3Y)

Largest decline over 3 years

-74.64%

-42.61%

-32.03%

Max Drawdown (5Y)

Largest decline over 5 years

-80.53%

Current Drawdown

Current decline from peak

-81.22%

-36.06%

-45.16%

Average Drawdown

Average peak-to-trough decline

-67.29%

-38.68%

-28.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

35.84%

16.67%

+19.17%

Volatility

IONR vs. PPTA - Volatility Comparison

ioneer Ltd American Depositary Shares (IONR) has a higher volatility of 25.35% compared to Perpetua Resources Corp (PPTA) at 21.31%. This indicates that IONR's price experiences larger fluctuations and is considered to be riskier than PPTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IONRPPTADifference

Volatility (1M)

Calculated over the trailing 1-month period

25.35%

21.31%

+4.04%

Volatility (6M)

Calculated over the trailing 6-month period

65.89%

55.26%

+10.63%

Volatility (1Y)

Calculated over the trailing 1-year period

103.03%

73.32%

+29.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

83.19%

72.07%

+11.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

83.19%

72.19%

+11.00%

Dividends

IONR vs. PPTA - Dividend Comparison

Neither IONR nor PPTA has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

IONR vs. PPTA - Financials Comparison

This section allows you to compare key financial metrics between ioneer Ltd American Depositary Shares and Perpetua Resources 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


0.002021202220232024202500
(IONR) Total Revenue
(PPTA) Total Revenue
Values in USD except per share items

Frequently Asked Questions


IONR and PPTA have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IONR has higher volatility (25.35%) compared to PPTA (21.31%). In terms of maximum drawdown, IONR dropped -87.76% vs PPTA's -81.78%.

PPTA currently has the higher Sharpe Ratio (1.14 vs 0.43), 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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