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LUNMF vs. AGI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LUNMF vs. AGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lundin Mining Corporation (LUNMF) and Alamos Gold Inc. (AGI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LUNMF achieves a 15.15% return, which is significantly higher than AGI's -27.72% return. Over the past 10 years, LUNMF has outperformed AGI with an annualized return of 22.39%, while AGI has yielded a comparatively lower 12.25% annualized return.


LUNMF

1D
-2.45%
1M
1.94%
6M
-1.78%
YTD
15.15%
1Y
145.27%
3Y*
43.92%
5Y*
26.04%
10Y*
22.39%
ALL TIME*
-0.57%

AGI

1D
-2.01%
1M
-11.87%
6M
-24.43%
YTD
-27.72%
1Y
12.29%
3Y*
33.49%
5Y*
28.93%
10Y*
12.25%
ALL TIME*
16.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$133.64M$126.71M$144.32M
$2.21M$4.87M$4.25M

LUNMF vs. AGI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LUNMF
Lundin Mining Corporation
15.15%152.20%8.32%39.33%-16.84%-9.83%52.63%48.16%-36.95%39.90%
AGI
Alamos Gold Inc.
-27.72%109.93%37.72%34.33%33.11%-11.00%46.75%68.42%-44.49%-4.57%

Correlation

The correlation between LUNMF and AGI is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.55

Correlation (3Y)
Balances recent behavior with more history.

0.40

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.41

Correlation (10Y)
Provides a long-term view across more market conditions.

0.32

Correlation (All Time)
Calculated using the full available price history since Nov 1, 2006

0.33

Over the past year, LUNMF and AGI have become more correlated (0.55) than their long-term average of 0.33, meaning their price movements have been converging.

Fundamentals

Market Cap

LUNMF:

$21.20B

AGI:

$11.69B

EPS

LUNMF:

$1.69

AGI:

$2.76

PE Ratio

LUNMF:

14.64

AGI:

10.07

PEG Ratio

LUNMF:

0.01

AGI:

0.07

PS Ratio

LUNMF:

5.26

AGI:

5.32

PB Ratio

LUNMF:

3.11

AGI:

2.44

Total Revenue (TTM)

LUNMF:

$4.04B

AGI:

$2.21B

Gross Profit (TTM)

LUNMF:

$1.39B

AGI:

$1.33B

EBITDA (TTM)

LUNMF:

$1.92B

AGI:

$1.75B

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Return for Risk

LUNMF vs. AGI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LUNMF
LUNMF Risk / Return Rank: 9292
Overall Rank
LUNMF Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
LUNMF Sortino Ratio Rank: 9090
Sortino Ratio Rank
LUNMF Omega Ratio Rank: 9090
Omega Ratio Rank
LUNMF Calmar Ratio Rank: 9393
Calmar Ratio Rank
LUNMF Martin Ratio Rank: 9191
Martin Ratio Rank

AGI
AGI Risk / Return Rank: 5353
Overall Rank
AGI Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
AGI Sortino Ratio Rank: 5252
Sortino Ratio Rank
AGI Omega Ratio Rank: 5151
Omega Ratio Rank
AGI Calmar Ratio Rank: 5353
Calmar Ratio Rank
AGI Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LUNMF vs. AGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lundin Mining Corporation (LUNMF) and Alamos Gold Inc. (AGI). 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.


LUNMFAGIDifference
Sharpe ratioReturn per unit of total volatility

+2.24

Sortino ratioReturn per unit of downside risk

+2.07

Omega ratioGain probability vs. loss probability

1.36

1.09

+0.27

Calmar ratioReturn relative to maximum drawdown

4.29

0.30

+3.99

Martin ratioReturn relative to average drawdown

10.67

0.70

+9.96

LUNMF vs. AGI - Sharpe Ratio Comparison

The current LUNMF Sharpe Ratio is 2.52, which is higher than the AGI Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of LUNMF and AGI, 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

LUNMF vs. AGI - Drawdown Comparison

The maximum LUNMF drawdown since its inception was -98.55%, which is greater than AGI's maximum drawdown of -88.13%. Use the drawdown chart below to compare losses from any high point for LUNMF and AGI.


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Drawdown Indicators


LUNMFAGIDifference

Max Drawdown

Largest peak-to-trough decline

-98.55%

-88.13%

-10.42%

Max Drawdown (1Y)

Largest decline over 1 year

-33.47%

-49.60%

+16.13%

Max Drawdown (3Y)

Largest decline over 3 years

-49.67%

-49.60%

-0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-57.67%

-49.60%

-8.07%

Max Drawdown (10Y)

Largest decline over 10 years

-61.92%

-67.81%

+5.89%

Current Drawdown

Current decline from peak

-23.71%

-49.60%

+25.89%

Average Drawdown

Average peak-to-trough decline

-79.78%

-37.77%

-42.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.45%

21.26%

-7.81%

Volatility

LUNMF vs. AGI - Volatility Comparison

Lundin Mining Corporation (LUNMF) has a higher volatility of 15.18% compared to Alamos Gold Inc. (AGI) at 11.71%. This indicates that LUNMF's price experiences larger fluctuations and is considered to be riskier than AGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LUNMFAGIDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.18%

11.71%

+3.47%

Volatility (6M)

Calculated over the trailing 6-month period

46.84%

44.49%

+2.35%

Volatility (1Y)

Calculated over the trailing 1-year period

57.19%

54.01%

+3.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.63%

41.86%

+7.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.21%

48.43%

+0.78%

Dividends

LUNMF vs. AGI - Dividend Comparison

LUNMF's dividend yield for the trailing twelve months is around 0.22%, less than AGI's 0.47% yield.


PositionTTM20252024202320222021202020192018201720162015
AGI
Alamos Gold Inc.
0.47%0.26%0.54%0.74%0.99%1.30%0.74%0.66%0.56%0.31%0.29%1.22%
LUNMF
Lundin Mining Corporation
0.22%0.39%3.82%3.51%5.96%4.01%1.34%1.52%2.22%1.38%0.00%0.00%

Financials

LUNMF vs. AGI - Financials Comparison

This section allows you to compare key financial metrics between Lundin Mining Corporation and Alamos Gold Inc.. 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


Values in USD except per share items

LUNMF vs. AGI - Profitability Comparison

The chart below illustrates the profitability comparison between Lundin Mining Corporation and Alamos Gold Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

LUNMF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.

AGI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Alamos Gold Inc. reported a gross profit of 342.96M and revenue of 579.01M. Therefore, the gross margin over that period was 59.2%.

LUNMF - Operating Margin

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

AGI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Alamos Gold Inc. reported an operating income of 345.99M and revenue of 579.01M, resulting in an operating margin of 59.8%.

LUNMF - Net Margin

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

AGI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Alamos Gold Inc. reported a net income of 263.53M and revenue of 579.01M, resulting in a net margin of 45.5%.


Frequently Asked Questions


LUNMF and AGI have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LUNMF has higher volatility (15.18%) compared to AGI (11.71%). In terms of maximum drawdown, LUNMF dropped -98.55% vs AGI's -88.13%.

LUNMF currently has the higher Sharpe Ratio (2.52 vs 0.28), 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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