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LUN.TO vs. NA.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LUN.TO vs. NA.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Lundin Mining Corporation (LUN.TO) and National Bank of Canada (NA.TO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LUN.TO achieves a 28.54% return, which is significantly higher than NA.TO's 22.40% return. Over the past 10 years, LUN.TO has outperformed NA.TO with an annualized return of 27.86%, while NA.TO has yielded a comparatively lower 21.48% annualized return.


LUN.TO

1D
2.69%
1M
-9.84%
YTD
28.54%
6M
39.35%
1Y
171.40%
3Y*
58.49%
5Y*
28.07%
10Y*
27.86%

NA.TO

1D
0.62%
1M
2.52%
YTD
22.40%
6M
23.26%
1Y
60.21%
3Y*
33.78%
5Y*
22.51%
10Y*
21.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LUN.TO vs. NA.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LUN.TO
Lundin Mining Corporation
28.54%141.86%17.72%35.67%-11.74%-9.34%49.12%40.12%-31.40%32.67%
NA.TO
National Bank of Canada
22.40%36.15%34.65%15.53%-1.45%39.02%4.01%34.04%-6.92%19.77%

Correlation

The correlation between LUN.TO and NA.TO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.25

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

0.22

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

0.28

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

0.26

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2006

0.29

Fundamentals

Market Cap

LUN.TO:

CA$32.59B

NA.TO:

CA$82.13B

EPS

LUN.TO:

$1.69

NA.TO:

CA$11.69

PE Ratio

LUN.TO:

16.04

NA.TO:

17.95

PEG Ratio

LUN.TO:

0.10

NA.TO:

5.02

PS Ratio

LUN.TO:

5.76

NA.TO:

3.03

PB Ratio

LUN.TO:

3.40

NA.TO:

2.65

Total Revenue (TTM)

LUN.TO:

$4.04B

NA.TO:

CA$27.33B

Gross Profit (TTM)

LUN.TO:

$1.55B

NA.TO:

CA$14.01B

EBITDA (TTM)

LUN.TO:

$1.92B

NA.TO:

CA$6.37B

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Return for Risk

LUN.TO vs. NA.TO — Risk / Return Rank

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

LUN.TO
LUN.TO Risk / Return Rank: 9494
Overall Rank
LUN.TO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
LUN.TO Sortino Ratio Rank: 9292
Sortino Ratio Rank
LUN.TO Omega Ratio Rank: 9292
Omega Ratio Rank
LUN.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
LUN.TO Martin Ratio Rank: 9595
Martin Ratio Rank

NA.TO
NA.TO Risk / Return Rank: 9797
Overall Rank
NA.TO Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
NA.TO Sortino Ratio Rank: 9898
Sortino Ratio Rank
NA.TO Omega Ratio Rank: 9898
Omega Ratio Rank
NA.TO Calmar Ratio Rank: 9595
Calmar Ratio Rank
NA.TO Martin Ratio Rank: 9797
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.

LUN.TO vs. NA.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lundin Mining Corporation (LUN.TO) and National Bank of Canada (NA.TO). 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.


LUN.TONA.TODifference
Sharpe ratioReturn per unit of total volatility

-0.51

Sortino ratioReturn per unit of downside risk

-1.72

Omega ratioGain probability vs. loss probability

1.46

1.70

-0.25

Calmar ratioReturn relative to maximum drawdown

5.12

6.73

-1.61

Martin ratioReturn relative to average drawdown

16.75

22.50

-5.75

LUN.TO vs. NA.TO - Sharpe Ratio Comparison

The current LUN.TO Sharpe Ratio is 3.26, which is comparable to the NA.TO Sharpe Ratio of 3.77. The chart below compares the historical Sharpe Ratios of LUN.TO and NA.TO, 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

LUN.TO vs. NA.TO - Drawdown Comparison

The maximum LUN.TO drawdown since its inception was -95.33%, which is greater than NA.TO's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for LUN.TO and NA.TO.


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Drawdown Indicators


LUN.TONA.TODifference

Max Drawdown

Largest peak-to-trough decline

-95.33%

-55.45%

-39.88%

Max Drawdown (1Y)

Largest decline over 1 year

-33.67%

-8.99%

-24.68%

Max Drawdown (3Y)

Largest decline over 3 years

-47.11%

-22.58%

-24.53%

Max Drawdown (5Y)

Largest decline over 5 years

-53.91%

-22.58%

-31.33%

Max Drawdown (10Y)

Largest decline over 10 years

-57.61%

-48.22%

-9.39%

Current Drawdown

Current decline from peak

-14.62%

-1.68%

-12.94%

Average Drawdown

Average peak-to-trough decline

-48.73%

-6.76%

-41.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.28%

2.68%

+7.60%

Volatility

LUN.TO vs. NA.TO - Volatility Comparison

Lundin Mining Corporation (LUN.TO) has a higher volatility of 19.93% compared to National Bank of Canada (NA.TO) at 6.17%. This indicates that LUN.TO's price experiences larger fluctuations and is considered to be riskier than NA.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LUN.TONA.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

19.93%

6.17%

+13.76%

Volatility (6M)

Calculated over the trailing 6-month period

44.51%

13.64%

+30.87%

Volatility (1Y)

Calculated over the trailing 1-year period

52.84%

16.05%

+36.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.24%

17.50%

+28.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.96%

20.94%

+25.02%

Dividends

LUN.TO vs. NA.TO - Dividend Comparison

LUN.TO's dividend yield for the trailing twelve months is around 0.29%, less than NA.TO's 2.31% yield.


PositionTTM20252024202320222021202020192018201720162015
LUN.TO
Lundin Mining Corporation
0.29%0.68%3.64%3.32%5.66%3.95%1.42%1.55%2.13%1.44%0.00%0.00%
NA.TO
National Bank of Canada
2.31%2.75%3.36%4.03%4.03%3.11%3.96%3.77%4.44%3.70%4.03%5.16%

Financials

LUN.TO vs. NA.TO - Financials Comparison

This section allows you to compare key financial metrics between Lundin Mining Corporation and National Bank of Canada. 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


0.002.00B4.00B6.00B8.00B20222023202420252026
1.16B
8.07B
(LUN.TO) Total Revenue
(NA.TO) Total Revenue
Please note, different currencies. LUN.TO values in USD, NA.TO values in CAD

LUN.TO vs. NA.TO - Profitability Comparison

The chart below illustrates the profitability comparison between Lundin Mining Corporation and National Bank of Canada 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%40.0%60.0%80.0%100.0%20222023202420252026
46.4%
45.4%
Portfolio components
LUN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lundin Mining Corporation reported a gross profit of 537.50M and revenue of 1.16B. Therefore, the gross margin over that period was 46.4%.

NA.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Bank of Canada reported a gross profit of 3.66B and revenue of 8.07B. Therefore, the gross margin over that period was 45.4%.

LUN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lundin Mining Corporation reported an operating income of 503.80M and revenue of 1.16B, resulting in an operating margin of 43.5%.

NA.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Bank of Canada reported an operating income of 1.62B and revenue of 8.07B, resulting in an operating margin of 20.0%.

LUN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lundin Mining Corporation reported a net income of 281.40M and revenue of 1.16B, resulting in a net margin of 24.3%.

NA.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Bank of Canada reported a net income of 1.23B and revenue of 8.07B, resulting in a net margin of 15.3%.


Frequently Asked Questions


LUN.TO and NA.TO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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