PortfoliosLab logoPortfoliosLab logo
UCU.V vs. LUN.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UCU.V vs. LUN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Ucore Rare Metals Inc (UCU.V) and Lundin Mining Corporation (LUN.TO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UCU.V achieves a -4.04% return, which is significantly lower than LUN.TO's 29.22% return. Over the past 10 years, UCU.V has underperformed LUN.TO with an annualized return of 5.28%, while LUN.TO has yielded a comparatively higher 27.33% annualized return.


UCU.V

1D
-2.24%
1M
-2.97%
YTD
-4.04%
6M
-24.20%
1Y
296.21%
3Y*
67.15%
5Y*
34.92%
10Y*
5.28%

LUN.TO

1D
2.26%
1M
2.49%
YTD
29.22%
6M
50.43%
1Y
164.52%
3Y*
59.24%
5Y*
28.33%
10Y*
27.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UCU.V vs. LUN.TO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UCU.V
Ucore Rare Metals Inc
-4.04%626.67%-13.79%27.94%-6.85%-38.14%-47.56%162.96%-52.08%-22.58%
LUN.TO
Lundin Mining Corporation
29.22%141.86%17.72%35.67%-11.74%-9.34%49.12%40.12%-31.40%32.67%

Correlation

The correlation between UCU.V and LUN.TO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.22

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

0.16

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

0.15

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

0.09

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2006

0.11

The correlation between UCU.V and LUN.TO shifts across timeframes, from 0.09 (10 years) to 0.22 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UCU.V:

CA$595.19M

LUN.TO:

CA$32.76B

EPS

UCU.V:

-CA$0.40

LUN.TO:

CA$1.69

PB Ratio

UCU.V:

8.40

LUN.TO:

4.78

Total Revenue (TTM)

UCU.V:

CA$0.00

LUN.TO:

CA$4.04B

Gross Profit (TTM)

UCU.V:

-CA$1.84M

LUN.TO:

CA$1.55B

EBITDA (TTM)

UCU.V:

-CA$31.97M

LUN.TO:

CA$1.92B

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

UCU.V vs. LUN.TO — Risk / Return Rank

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

UCU.V
UCU.V Risk / Return Rank: 8989
Overall Rank
UCU.V Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
UCU.V Sortino Ratio Rank: 8989
Sortino Ratio Rank
UCU.V Omega Ratio Rank: 8585
Omega Ratio Rank
UCU.V Calmar Ratio Rank: 9292
Calmar Ratio Rank
UCU.V Martin Ratio Rank: 8585
Martin Ratio Rank

LUN.TO
LUN.TO Risk / Return Rank: 9393
Overall Rank
LUN.TO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
LUN.TO Sortino Ratio Rank: 9191
Sortino Ratio Rank
LUN.TO Omega Ratio Rank: 9292
Omega Ratio Rank
LUN.TO Calmar Ratio Rank: 9292
Calmar Ratio Rank
LUN.TO Martin Ratio Rank: 9494
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.

UCU.V vs. LUN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ucore Rare Metals Inc (UCU.V) and Lundin Mining Corporation (LUN.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.


UCU.VLUN.TODifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.25

Omega ratioGain probability vs. loss probability

1.35

1.45

-0.10

Calmar ratioReturn relative to maximum drawdown

5.06

4.92

+0.14

Martin ratioReturn relative to average drawdown

8.03

16.40

-8.37

UCU.V vs. LUN.TO - Sharpe Ratio Comparison

The current UCU.V Sharpe Ratio is 2.44, which is comparable to the LUN.TO Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of UCU.V and LUN.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.


Loading charts...

Sharpe Ratios by Period


UCU.VLUN.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.44

3.15

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.62

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.60

-0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

0.15

-0.14

Drawdowns

UCU.V vs. LUN.TO - Drawdown Comparison

The maximum UCU.V drawdown since its inception was -98.60%, roughly equal to the maximum LUN.TO drawdown of -95.33%. Use the drawdown chart below to compare losses from any high point for UCU.V and LUN.TO.


Loading charts...

Drawdown Indicators


UCU.VLUN.TODifference

Max Drawdown

Largest peak-to-trough decline

-98.60%

-95.33%

-3.27%

Max Drawdown (1Y)

Largest decline over 1 year

-59.01%

-33.67%

-25.34%

Max Drawdown (3Y)

Largest decline over 3 years

-59.01%

-47.11%

-11.90%

Max Drawdown (5Y)

Largest decline over 5 years

-65.81%

-53.91%

-11.90%

Max Drawdown (10Y)

Largest decline over 10 years

-83.62%

-57.61%

-26.01%

Current Drawdown

Current decline from peak

-60.73%

-14.17%

-46.56%

Average Drawdown

Average peak-to-trough decline

-80.87%

-48.72%

-32.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

37.10%

10.08%

+27.02%

Volatility

UCU.V vs. LUN.TO - Volatility Comparison

Ucore Rare Metals Inc (UCU.V) has a higher volatility of 25.95% compared to Lundin Mining Corporation (LUN.TO) at 20.66%. This indicates that UCU.V's price experiences larger fluctuations and is considered to be riskier than LUN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


UCU.VLUN.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

25.95%

20.66%

+5.29%

Volatility (6M)

Calculated over the trailing 6-month period

69.56%

44.38%

+25.18%

Volatility (1Y)

Calculated over the trailing 1-year period

122.63%

52.71%

+69.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

87.21%

46.18%

+41.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

92.83%

45.95%

+46.88%

Dividends

UCU.V vs. LUN.TO - Dividend Comparison

UCU.V has not paid dividends to shareholders, while LUN.TO's dividend yield for the trailing twelve months is around 0.29%.


PositionTTM202520242023202220212020201920182017
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%
UCU.V
Ucore Rare Metals Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

UCU.V vs. LUN.TO - Financials Comparison

This section allows you to compare key financial metrics between Ucore Rare Metals Inc and Lundin Mining Corporation. 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


0.00200.00M400.00M600.00M800.00M1.00B1.20B202220232024202520260
1.16B
(UCU.V) Total Revenue
(LUN.TO) Total Revenue
Values in CAD except per share items

Frequently Asked Questions


UCU.V and LUN.TO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for UCU.V and LUN.TO

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