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MIDSX vs. RING
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MIDSX and RING is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.2

Performance

MIDSX vs. RING - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Midas Fund (MIDSX) and iShares MSCI Global Gold Miners ETF (RING). The values are adjusted to include any dividend payments, if applicable.

-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-54.68%
-4.79%
MIDSX
RING

Key characteristics

Sharpe Ratio

MIDSX:

2.13

RING:

1.69

Sortino Ratio

MIDSX:

2.59

RING:

2.21

Omega Ratio

MIDSX:

1.36

RING:

1.29

Calmar Ratio

MIDSX:

0.77

RING:

1.43

Martin Ratio

MIDSX:

7.95

RING:

6.23

Ulcer Index

MIDSX:

8.84%

RING:

9.29%

Daily Std Dev

MIDSX:

33.03%

RING:

34.06%

Max Drawdown

MIDSX:

-95.27%

RING:

-79.48%

Current Drawdown

MIDSX:

-85.57%

RING:

-6.55%

Returns By Period

In the year-to-date period, MIDSX achieves a 60.17% return, which is significantly higher than RING's 46.53% return. Over the past 10 years, MIDSX has underperformed RING with an annualized return of 6.18%, while RING has yielded a comparatively higher 11.05% annualized return.


MIDSX

YTD

60.17%

1M

13.17%

6M

31.25%

1Y

64.35%

5Y*

6.67%

10Y*

6.18%

RING

YTD

46.53%

1M

8.11%

6M

22.68%

1Y

50.42%

5Y*

9.46%

10Y*

11.05%

*Annualized

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MIDSX vs. RING - Expense Ratio Comparison

MIDSX has a 4.25% expense ratio, which is higher than RING's 0.39% expense ratio.


Expense ratio chart for MIDSX: current value is 4.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
MIDSX: 4.25%
Expense ratio chart for RING: current value is 0.39%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
RING: 0.39%

Risk-Adjusted Performance

MIDSX vs. RING — Risk-Adjusted Performance Rank

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

MIDSX
The Risk-Adjusted Performance Rank of MIDSX is 8888
Overall Rank
The Sharpe Ratio Rank of MIDSX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of MIDSX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of MIDSX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of MIDSX is 7979
Calmar Ratio Rank
The Martin Ratio Rank of MIDSX is 9191
Martin Ratio Rank

RING
The Risk-Adjusted Performance Rank of RING is 9090
Overall Rank
The Sharpe Ratio Rank of RING is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of RING is 9191
Sortino Ratio Rank
The Omega Ratio Rank of RING is 9090
Omega Ratio Rank
The Calmar Ratio Rank of RING is 8989
Calmar Ratio Rank
The Martin Ratio Rank of RING is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MIDSX vs. RING - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Midas Fund (MIDSX) and iShares MSCI Global Gold Miners ETF (RING). 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.


The chart of Sharpe ratio for MIDSX, currently valued at 2.13, compared to the broader market-1.000.001.002.003.00
MIDSX: 2.13
RING: 1.69
The chart of Sortino ratio for MIDSX, currently valued at 2.59, compared to the broader market-2.000.002.004.006.008.00
MIDSX: 2.59
RING: 2.21
The chart of Omega ratio for MIDSX, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.00
MIDSX: 1.36
RING: 1.29
The chart of Calmar ratio for MIDSX, currently valued at 0.95, compared to the broader market0.002.004.006.008.0010.00
MIDSX: 0.95
RING: 1.43
The chart of Martin ratio for MIDSX, currently valued at 7.95, compared to the broader market0.0010.0020.0030.0040.0050.00
MIDSX: 7.95
RING: 6.23

The current MIDSX Sharpe Ratio is 2.13, which is comparable to the RING Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of MIDSX and RING, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
2.13
1.69
MIDSX
RING

Dividends

MIDSX vs. RING - Dividend Comparison

MIDSX has not paid dividends to shareholders, while RING's dividend yield for the trailing twelve months is around 0.98%.


TTM20242023202220212020201920182017201620152014
MIDSX
Midas Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RING
iShares MSCI Global Gold Miners ETF
0.98%1.43%2.01%2.29%2.38%0.82%0.83%0.70%0.42%1.42%0.97%0.85%

Drawdowns

MIDSX vs. RING - Drawdown Comparison

The maximum MIDSX drawdown since its inception was -95.27%, which is greater than RING's maximum drawdown of -79.48%. Use the drawdown chart below to compare losses from any high point for MIDSX and RING. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-54.68%
-6.55%
MIDSX
RING

Volatility

MIDSX vs. RING - Volatility Comparison

Midas Fund (MIDSX) and iShares MSCI Global Gold Miners ETF (RING) have volatilities of 15.61% and 16.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%NovemberDecember2025FebruaryMarchApril
15.61%
16.08%
MIDSX
RING