LTBR vs. IWR
LTBR (Lightbridge Corporation) is a stock, while IWR (iShares Russell Midcap ETF) is Mid Cap Blend Equities fund tracking the Russell Midcap Index. Over the past 10 years, LTBR returned -13.89%/yr vs 11.42%/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 -39.08% return, which is significantly lower than IWR's 14.64% return. Over the past 10 years, LTBR has underperformed IWR with an annualized return of -13.89%, while IWR has yielded a comparatively higher 11.42% annualized return.
LTBR
- 1D
- -8.55%
- 1M
- -18.09%
- 6M
- -53.36%
- YTD
- -39.08%
- 1Y
- -35.67%
- 3Y*
- 10.42%
- 5Y*
- 5.36%
- 10Y*
- -13.89%
IWR
- 1D
- -0.22%
- 1M
- 1.24%
- 6M
- 10.24%
- YTD
- 14.64%
- 1Y
- 19.35%
- 3Y*
- 15.27%
- 5Y*
- 8.44%
- 10Y*
- 11.42%
LTBR vs. IWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTBR Lightbridge Corporation | -39.08% | 167.23% | 47.35% | -17.48% | -41.28% | 56.62% | -6.00% | -31.19% | -55.33% | 7.02% |
IWR iShares Russell Midcap ETF | 14.64% | 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 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 2001 | 0.16 |
Over the past year, LTBR and IWR have become more correlated (0.54) 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.
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.
| LTBR | IWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.00 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 2.38 | -2.88 |
| Martin ratioReturn relative to average drawdown | -0.81 | 9.10 | -9.91 |
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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 | -72.22% | -8.17% | -64.05% |
Max Drawdown (3Y)Largest decline over 3 years | -72.22% | -21.09% | -51.13% |
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 | -99.81% | -0.75% | -99.06% |
Average DrawdownAverage peak-to-trough decline | -95.03% | -7.77% | -87.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.32% | 2.13% | +42.19% |
Volatility
LTBR vs. IWR - Volatility Comparison
Lightbridge Corporation (LTBR) has a higher volatility of 20.16% compared to iShares Russell Midcap ETF (IWR) at 3.97%. 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 | 20.16% | 3.97% | +16.19% |
Volatility (6M)Calculated over the trailing 6-month period | 58.88% | 10.31% | +48.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 98.72% | 13.80% | +84.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 109.12% | 18.28% | +90.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 104.99% | 19.31% | +85.68% |
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 1.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWR iShares Russell Midcap ETF | 1.15% | 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 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTBR has higher volatility (20.16%) compared to IWR (3.97%). In terms of maximum drawdown, LTBR dropped -99.96% vs IWR's -58.78%.
IWR currently has the higher Sharpe Ratio (1.41 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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