PortfoliosLab logoPortfoliosLab logo
LYSDY vs. TMQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LYSDY vs. TMQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lynas Rare Earths Ltd ADR (LYSDY) and Trilogy Metals Inc. (TMQ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, LYSDY achieves a 48.37% return, which is significantly higher than TMQ's -8.58% return. Over the past 10 years, LYSDY has outperformed TMQ with an annualized return of 73.51%, while TMQ has yielded a comparatively lower 23.41% annualized return.


LYSDY

1D
-0.69%
1M
-13.02%
YTD
48.37%
6M
35.43%
1Y
108.67%
3Y*
33.39%
5Y*
23.91%
10Y*
73.51%

TMQ

1D
3.14%
1M
-12.25%
YTD
-8.58%
6M
-12.44%
1Y
196.24%
3Y*
92.89%
5Y*
6.54%
10Y*
23.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LYSDY vs. TMQ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LYSDY
Lynas Rare Earths Ltd ADR
48.37%109.37%-18.22%-8.17%-29.21%144.41%79.88%50.87%489.58%258.76%
TMQ
Trilogy Metals Inc.
-8.58%271.55%169.77%-21.82%-66.67%-17.50%-23.08%50.29%58.72%114.95%

Correlation

The correlation between LYSDY and TMQ is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.30

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

0.15

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

0.19

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

0.10

Correlation (All Time)
Calculated using the full available price history since Apr 26, 2012

0.08

Over the past year, LYSDY and TMQ have become more correlated (0.30) than their long-term average of 0.08, meaning their price movements have been converging.

Fundamentals

Market Cap

LYSDY:

$12.06B

TMQ:

$677.45M

EPS

LYSDY:

$0.14

TMQ:

-$0.23

PB Ratio

LYSDY:

3.59

TMQ:

5.58

Total Revenue (TTM)

LYSDY:

$1.19B

TMQ:

$0.00

Gross Profit (TTM)

LYSDY:

$301.27M

TMQ:

$0.00

EBITDA (TTM)

LYSDY:

$236.57M

TMQ:

-$7.33M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

LYSDY vs. TMQ — Risk / Return Rank

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

LYSDY
LYSDY Risk / Return Rank: 7979
Overall Rank
LYSDY Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
LYSDY Sortino Ratio Rank: 7979
Sortino Ratio Rank
LYSDY Omega Ratio Rank: 7878
Omega Ratio Rank
LYSDY Calmar Ratio Rank: 7979
Calmar Ratio Rank
LYSDY Martin Ratio Rank: 7676
Martin Ratio Rank

TMQ
TMQ Risk / Return Rank: 8383
Overall Rank
TMQ Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
TMQ Sortino Ratio Rank: 9696
Sortino Ratio Rank
TMQ Omega Ratio Rank: 9494
Omega Ratio Rank
TMQ Calmar Ratio Rank: 8282
Calmar Ratio Rank
TMQ Martin Ratio Rank: 7373
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.

LYSDY vs. TMQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lynas Rare Earths Ltd ADR (LYSDY) and Trilogy Metals Inc. (TMQ). 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.


LYSDYTMQDifference
Sharpe ratioReturn per unit of total volatility

+0.84

Sortino ratioReturn per unit of downside risk

-1.96

Omega ratioGain probability vs. loss probability

1.27

1.52

-0.24

Calmar ratioReturn relative to maximum drawdown

2.36

2.84

-0.48

Martin ratioReturn relative to average drawdown

4.94

4.20

+0.75

LYSDY vs. TMQ - Sharpe Ratio Comparison

The current LYSDY Sharpe Ratio is 1.68, which is higher than the TMQ Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of LYSDY and TMQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


LYSDYTMQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

0.84

+0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

0.05

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

0.23

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

-0.01

+0.04

Drawdowns

LYSDY vs. TMQ - Drawdown Comparison

The maximum LYSDY drawdown since its inception was -99.93%, roughly equal to the maximum TMQ drawdown of -96.55%. Use the drawdown chart below to compare losses from any high point for LYSDY and TMQ.


Loading charts...

Drawdown Indicators


LYSDYTMQDifference

Max Drawdown

Largest peak-to-trough decline

-99.93%

-96.55%

-3.38%

Max Drawdown (1Y)

Largest decline over 1 year

-46.39%

-69.62%

+23.23%

Max Drawdown (3Y)

Largest decline over 3 years

-46.39%

-69.62%

+23.23%

Max Drawdown (5Y)

Largest decline over 5 years

-58.25%

-87.01%

+28.76%

Max Drawdown (10Y)

Largest decline over 10 years

-72.35%

-88.01%

+15.66%

Current Drawdown

Current decline from peak

-55.62%

-62.83%

+7.21%

Average Drawdown

Average peak-to-trough decline

-84.52%

-71.95%

-12.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

22.07%

46.98%

-24.91%

Volatility

LYSDY vs. TMQ - Volatility Comparison

The current volatility for Lynas Rare Earths Ltd ADR (LYSDY) is 15.68%, while Trilogy Metals Inc. (TMQ) has a volatility of 23.36%. This indicates that LYSDY experiences smaller price fluctuations and is considered to be less risky than TMQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


LYSDYTMQDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.68%

23.36%

-7.68%

Volatility (6M)

Calculated over the trailing 6-month period

43.52%

59.44%

-15.92%

Volatility (1Y)

Calculated over the trailing 1-year period

65.31%

235.89%

-170.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.59%

128.45%

-77.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

278.65%

101.16%

+177.49%

Dividends

LYSDY vs. TMQ - Dividend Comparison

Neither LYSDY nor TMQ has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

LYSDY vs. TMQ - Financials Comparison

This section allows you to compare key financial metrics between Lynas Rare Earths Ltd ADR and Trilogy Metals 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


0.00100.00M200.00M300.00M400.00M500.00M600.00M202120222023202420252026
406.10M
0
(LYSDY) Total Revenue
(TMQ) Total Revenue
Values in USD except per share items

Frequently Asked Questions


LYSDY and TMQ have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TMQ has higher volatility (23.36%) compared to LYSDY (15.68%). In terms of maximum drawdown, LYSDY dropped -99.93% vs TMQ's -96.55%.

LYSDY currently has the higher Sharpe Ratio (1.68 vs 0.84), 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

Find the right allocation for LYSDY and TMQ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer