LTBR vs. IWR
LTBR (Lightbridge Corporation) is a stock, while IWR (iShares Russell Midcap ETF) is Mid Cap Growth Equities fund tracking the Russell Midcap Index. Over the past 10 years, LTBR returned -9.49%/yr vs 11.27%/yr for IWR. At a 0.16 correlation, their price movements are largely independent.
Performance
LTBR vs. IWR - Performance Comparison
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Returns By Period
In the year-to-date period, LTBR achieves a -25.51% return, which is significantly lower than IWR's 10.62% return. Over the past 10 years, LTBR has underperformed IWR with an annualized return of -9.49%, while IWR has yielded a comparatively higher 11.27% annualized return.
LTBR
- 1D
- -14.95%
- 1M
- -34.30%
- YTD
- -25.51%
- 6M
- -45.07%
- 1Y
- -35.91%
- 3Y*
- 25.18%
- 5Y*
- 7.40%
- 10Y*
- -9.49%
IWR
- 1D
- -2.12%
- 1M
- 0.09%
- YTD
- 10.62%
- 6M
- 9.97%
- 1Y
- 20.25%
- 3Y*
- 16.40%
- 5Y*
- 7.65%
- 10Y*
- 11.27%
LTBR vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTBR Lightbridge Corporation | -25.51% | 167.23% | 47.35% | -17.48% | -41.28% | 56.62% | -6.00% | -31.19% | -55.33% | 7.02% |
IWR iShares Russell Midcap ETF | 10.62% | 10.37% | 15.21% | 17.05% | -17.48% | 22.44% | 16.93% | 30.23% | -9.10% | 18.25% |
Correlation
The correlation between LTBR and IWR is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2001 | 0.16 |
Over the past year, LTBR and IWR have become more correlated (0.51) than their long-term average of 0.16, meaning their price movements have been converging.
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Return for Risk
LTBR vs. IWR — Risk / Return Rank
LTBR
IWR
LTBR vs. IWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lightbridge Corporation (LTBR) and iShares Russell Midcap ETF (IWR). 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.
| LTBR | IWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.08 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.26 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | 2.49 | -3.04 |
| Martin ratioReturn relative to average drawdown | -0.91 | 9.59 | -10.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LTBR | IWR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.36 | 1.50 | -1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.42 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.09 | 0.58 | -0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.13 | 0.49 | -0.62 |
Drawdowns
LTBR vs. IWR - Drawdown Comparison
The maximum LTBR drawdown since its inception was -99.96%, which is greater than IWR's maximum drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for LTBR and IWR.
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Drawdown Indicators
| LTBR | IWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.96% | -58.78% | -41.18% |
Max Drawdown (1Y)Largest decline over 1 year | -66.04% | -8.17% | -57.87% |
Max Drawdown (3Y)Largest decline over 3 years | -66.04% | -21.09% | -44.95% |
Max Drawdown (5Y)Largest decline over 5 years | -83.72% | -26.18% | -57.54% |
Max Drawdown (10Y)Largest decline over 10 years | -95.69% | -40.59% | -55.10% |
Current DrawdownCurrent decline from peak | -99.77% | -2.12% | -97.65% |
Average DrawdownAverage peak-to-trough decline | -95.02% | -7.80% | -87.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.53% | 2.12% | +37.41% |
Volatility
LTBR vs. IWR - Volatility Comparison
Lightbridge Corporation (LTBR) has a higher volatility of 26.43% compared to iShares Russell Midcap ETF (IWR) at 3.78%. This indicates that LTBR's price experiences larger fluctuations and is considered to be riskier than IWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTBR | IWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 26.43% | 3.78% | +22.65% |
Volatility (6M)Calculated over the trailing 6-month period | 61.49% | 10.07% | +51.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 100.43% | 13.54% | +86.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 109.12% | 18.24% | +90.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 106.14% | 19.37% | +86.77% |
Dividends
LTBR vs. IWR - Dividend Comparison
LTBR has not paid dividends to shareholders, while IWR's dividend yield for the trailing twelve months is around 1.17%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.17% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
LTBR Lightbridge 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% |
Frequently Asked Questions
LTBR and IWR have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTBR has higher volatility (26.43%) compared to IWR (3.78%). In terms of maximum drawdown, LTBR dropped -99.96% vs IWR's -58.78%.
IWR currently has the higher Sharpe Ratio (1.50 vs -0.36), 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.
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