Silvercorp Metals (SVM)
Market Price (3/30/2026): $10.3 | Market Cap: $2.3 BilSector: Materials | Industry: Silver
Silvercorp Metals (SVM)
Market Price (3/30/2026): $10.3Market Cap: $2.3 BilSector: MaterialsIndustry: Silver
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 37% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | Stock price has recently run up significantly12M Rtn12 month market price return is 165% |
| Megatrend and thematic driversMegatrends include Battery Technology & Metals, and Renewable Energy Transition. Themes include Advanced Battery Components, Solar Energy Generation, Show more. | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.6% | |
| Key risksSVM key risks include [1] significant geopolitical and regulatory exposure from its heavy concentration of operating assets in China. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 37% |
| Megatrend and thematic driversMegatrends include Battery Technology & Metals, and Renewable Energy Transition. Themes include Advanced Battery Components, Solar Energy Generation, Show more. |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 165% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.6% |
| Key risksSVM key risks include [1] significant geopolitical and regulatory exposure from its heavy concentration of operating assets in China. |
Qualitative Assessment
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Silvercorp Metals (SVM) stock has gained about 30% since 11/30/2025 because of the following key factors:
1. Exceptional Q3 Fiscal 2026 Earnings Beat: Silvercorp Metals reported record third-quarter fiscal 2026 results on February 8, 2026, demonstrating strong financial performance. Revenue for the quarter increased 51% year-over-year to $126.1 million, and adjusted net income reached $47.9 million, or $0.22 per share. This significantly surpassed analysts' expectations of $0.12 per share by 83.33%. The company also achieved record operating cash flow of $132.9 million and free cash flow of $89.6 million.
2. Significant Surge in Silver Prices: A major macroeconomic factor contributing to the stock's appreciation was the substantial increase in the price of silver. The price of silver surged approximately 60% from $53.28 per ounce on November 12, 2025, to $85.21 per ounce on January 12, 2026. This significant rise in the price of a primary commodity directly enhanced the revenue and profitability outlook for Silvercorp Metals, a key silver producer.
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1. Exceptional Q3 Fiscal 2026 Earnings Beat: Silvercorp Metals reported record third-quarter fiscal 2026 results on February 8, 2026, demonstrating strong financial performance. Revenue for the quarter increased 51% year-over-year to $126.1 million, and adjusted net income reached $47.9 million, or $0.22 per share. This significantly surpassed analysts' expectations of $0.12 per share by 83.33%. The company also achieved record operating cash flow of $132.9 million and free cash flow of $89.6 million.
2. Significant Surge in Silver Prices: A major macroeconomic factor contributing to the stock's appreciation was the substantial increase in the price of silver. The price of silver surged approximately 60% from $53.28 per ounce on November 12, 2025, to $85.21 per ounce on January 12, 2026. This significant rise in the price of a primary commodity directly enhanced the revenue and profitability outlook for Silvercorp Metals, a key silver producer.
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Stock Movement Drivers
Fundamental Drivers
The 30.8% change in SVM stock from 11/30/2025 to 3/29/2026 was primarily driven by a 15.6% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.82 | 10.23 | 30.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 323 | 366 | 13.1% |
| P/S Multiple | 5.3 | 6.1 | 15.6% |
| Shares Outstanding (Mil) | 219 | 219 | 0.0% |
| Cumulative Contribution | 30.8% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| SVM | 30.8% | |
| Market (SPY) | -5.3% | 34.9% |
| Sector (XLB) | 10.0% | 57.1% |
Fundamental Drivers
The 111.7% change in SVM stock from 8/31/2025 to 3/29/2026 was primarily driven by a 78.8% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.83 | 10.23 | 111.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 308 | 366 | 18.8% |
| P/S Multiple | 3.4 | 6.1 | 78.8% |
| Shares Outstanding (Mil) | 218 | 219 | -0.3% |
| Cumulative Contribution | 111.7% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| SVM | 111.7% | |
| Market (SPY) | 0.6% | 37.1% |
| Sector (XLB) | 7.1% | 48.4% |
Fundamental Drivers
The 191.1% change in SVM stock from 2/28/2025 to 3/29/2026 was primarily driven by a 113.1% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.51 | 10.23 | 191.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 266 | 366 | 37.3% |
| P/S Multiple | 2.9 | 6.1 | 113.1% |
| Shares Outstanding (Mil) | 217 | 219 | -0.5% |
| Cumulative Contribution | 191.1% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| SVM | 191.1% | |
| Market (SPY) | 9.8% | 29.2% |
| Sector (XLB) | 12.4% | 42.6% |
Fundamental Drivers
The 240.3% change in SVM stock from 2/28/2023 to 3/29/2026 was primarily driven by a 148.0% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.01 | 10.23 | 240.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 216 | 366 | 69.7% |
| P/S Multiple | 2.5 | 6.1 | 148.0% |
| Shares Outstanding (Mil) | 177 | 219 | -19.2% |
| Cumulative Contribution | 240.3% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| SVM | 240.3% | |
| Market (SPY) | 69.4% | 26.7% |
| Sector (XLB) | 26.8% | 38.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SVM Return | -44% | -21% | -10% | 15% | 179% | 16% | 50% |
| Peers Return | -22% | -17% | -21% | 11% | 206% | 4% | 80% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| SVM Win Rate | 25% | 50% | 33% | 58% | 92% | 67% | |
| Peers Win Rate | 27% | 48% | 40% | 48% | 75% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| SVM Max Drawdown | -48% | -46% | -28% | -14% | -2% | 0% | |
| Peers Max Drawdown | -30% | -39% | -37% | -31% | -10% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HL, AG, EXK, NEWP, SVM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 3/27/2026 (YTD)
How Low Can It Go
| Event | SVM | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -74.8% | -25.4% |
| % Gain to Breakeven | 297.1% | 34.1% |
| Time to Breakeven | 1,170 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -64.3% | -33.9% |
| % Gain to Breakeven | 180.3% | 51.3% |
| Time to Breakeven | 117 days | 148 days |
| 2018 Correction | ||
| % Loss | -44.7% | -19.8% |
| % Gain to Breakeven | 80.9% | 24.7% |
| Time to Breakeven | 267 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -96.0% | -56.8% |
| % Gain to Breakeven | 2419.3% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to HL, AG, EXK, NEWP, SVM
In The Past
Silvercorp Metals's stock fell -74.8% during the 2022 Inflation Shock from a high on 2/1/2021. A -74.8% loss requires a 297.1% gain to breakeven.
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About Silvercorp Metals (SVM)
Silvercorp Metals Inc., together with its subsidiaries, engages in the acquisition, exploration, development, and mining of mineral properties in China and Mexico. The company primarily explores for silver, gold, lead, and zinc metals. Its flagship property is the Ying silver-lead- zinc project located in the Ying Mining District in Henan Province, China. The company was formerly known as SKN Resources Ltd. and changed its name to Silvercorp Metals Inc. in May 2005. Silvercorp Metals Inc. is headquartered in Vancouver, Canada.
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Here are 1-3 brief analogies for Silvercorp Metals (SVM):
- Like the Teck Resources of silver, lead, and zinc mining, primarily operating in China.
- A smaller version of Freeport-McMoRan, focused on silver, lead, and zinc mining mainly in China.
- Similar to a Pan American Silver, but also mining significant amounts of lead and zinc, mainly from its Chinese operations.
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- Silver: A precious metal extracted and sold for industrial, investment, and jewelry applications.
- Gold: A valuable precious metal mined for use in jewelry, investment, and various industrial applications.
- Lead: A heavy, soft metal produced for applications such as batteries, construction, and radiation shielding.
- Zinc: A common base metal extracted and sold, primarily used for galvanizing steel and in alloys.
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Silvercorp Metals Inc. (SVM) sells its products primarily to other companies rather than directly to individuals.
Based on the company's public disclosures, Silvercorp Metals sells its silver-lead-zinc concentrates and silver-gold dore to various third-party smelting and refining companies. The company has stated that it does not have any single customer that individually accounted for more than 10% of its total revenue during recent fiscal years. As such, specific customer names are not publicly disclosed by Silvercorp Metals.
The customers of Silvercorp Metals can be broadly categorized by the type of industrial processing they perform:
- Smelting Companies: These industrial entities purchase the raw ore concentrates, such as Silvercorp's silver-lead-zinc concentrates. They use high-temperature processes to extract and separate the valuable base metals (lead and zinc) and precious metals (silver) from the ore.
- Refining Companies: These companies purchase partially processed metals, such as silver-gold dore bars, for further purification. They refine these materials into high-purity metals suitable for various industrial applications, investment products, and jewelry manufacturing.
These customers are typically large industrial processors located in regions where Silvercorp Metals operates or sells its products, predominantly in China and Mexico, as well as other international markets.
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Rui Feng, Ph.D.
Chairman and Chief Executive Officer (CEO)
Dr. Rui Feng is recognized as the founder of Silvercorp Metals, establishing the company in 2003 by acquiring early-stage properties in China. He has over 25 years of experience in the global mining industry and was instrumental in discovering Jinshan Gold's CSH Gold Mine in China in 2002, which was later acquired by China Gold International. Dr. Feng also served as CEO of New Pacific Metals, leading the company to Bolivia in 2017 to acquire the Silver Sand project. He holds B.Sc. and M.Sc. degrees in Geology from China and a Ph.D. in Geological Sciences from the University of Saskatchewan in Canada.
Winnie Wang, CPA
Interim Chief Financial Officer (CFO)
Winnie Wang was appointed Interim CFO effective November 10, 2025, after serving as CFO of Silvercorp's China Operations. She brings over 15 years of leadership experience in corporate finance, accounting, financial reporting, treasury planning, and internal controls. Ms. Wang began her career as an Auditor with PricewaterhouseCoopers LLP and held senior leadership roles in finance and accounting with several multinational companies, including serving as Head of Finance and CFO for Asurion China prior to joining Silvercorp.
Lon Shaver, CFA
President
Lon Shaver possesses over 25 years of capital markets and corporate finance expertise, primarily within the mining sector. He previously held investment banking positions with Raymond James and Merrill Lynch, where he advised corporate issuers on numerous financing and merger and acquisition (M&A) transactions. Mr. Shaver provides strategic guidance on business development and investor relations for Silvercorp.
Lei Wu
Corporate Controller
Lei Wu was appointed Corporate Controller in November 2025, and he is responsible for managing financial reporting, planning, and treasury functions. Mr. Wu brings over 14 years of accounting and finance experience in the mining industry. Prior to joining Silvercorp, he served as Finance Controller at New Gold Inc.'s Rainy River Mine from 2021 to 2025. He holds CPA, CFA, and PMP designations.
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Here are the key risks to Silvercorp Metals Inc.'s business:
- Political and Regulatory Risk in China: Silvercorp Metals Inc. faces significant exposure to regulatory and political shifts in China, where the majority of its operating mines are located. Changes to environmental regulations, mining permits, or tax policies by the Chinese government could substantially impact the company's cash flow and operational stability.
- Commodity Price Volatility: The profitability of Silvercorp Metals Inc. is highly dependent on the fluctuating market prices of the commodities it produces, primarily silver, gold, lead, and zinc. As silver is the core revenue driver, a significant drop in its price could negatively affect the company's financial performance.
- Operational and Jurisdictional Risks in Growth Projects: The company's expansion into new regions, particularly with the El Domo project in Ecuador, introduces new geopolitical and regulatory challenges to navigate. There is a risk of project delays, cost inflation, and scheduling issues associated with the development and construction of these new mining operations.
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The accelerating global transition to electric vehicles and advanced battery technologies is a clear emerging threat to demand for lead, one of Silvercorp Metals' primary mined products. As lithium-ion batteries increasingly displace lead-acid batteries in automotive and other applications, this trend could significantly impact future sales volumes and pricing for lead.
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Silvercorp Metals (SVM) operates in the mining of silver, gold, lead, and zinc. The addressable markets for these main products span globally and within their key operating regions of China and Mexico.Addressable Markets for Silvercorp Metals' Main Products:
Silver
- Global Market: The global silver market size was valued at USD 87.12 billion in 2024 and is projected to grow to USD 202.07 billion by 2033, exhibiting a compound annual growth rate (CAGR) of 9.86% during the forecast period (2025-2033).
- China Market: The China silver market is projected to grow at a CAGR of 5.2% during 2025–2031, driven by demand in electronics, solar energy, and pharmaceuticals. China was the world's second-largest silver fabricator in 2011, with total demand reaching 170.7 million ounces in 2012.
- Mexico Market: Silver is identified as the most lucrative metal segment in the Mexico precious metal market. The overall Mexico precious metal market generated a revenue of USD 91,855.6 million in 2024 and is expected to reach USD 167,696.8 million by 2030, growing at a CAGR of 11.2% from 2025 to 2030.
Gold
- Global Market: The global gold market size was valued at USD 291.68 billion in 2024 and is projected to reach USD 400 billion by the end of 2030, with a CAGR of 6.51% from 2025-2030. In terms of volume, the global gold market stood at 4,890.0 tons in 2025 and is expected to grow to 7,424.4 tons by 2034.
- China Market: Asia Pacific dominated the global gold market with a demand of 3,205.0 tons in 2025, and China's demand is anticipated to be 1,185.3 tons in 2026. China is the largest consumer and producer of gold, with consumption reaching 975.38 tons in 2016.
- Mexico Market: Mexico exported $7.37 billion of gold in 2024, making it the 19th largest exporter globally. Mexico's gold production reached 130,000 kilograms (130 metric tons) in 2024.
Lead
- Global Market: The global lead market size was evaluated at USD 24 billion in 2023 and is slated to reach USD 36 billion by the end of 2032. Another estimate places the global lead market at USD 29.9 billion in 2025, projected to reach approximately USD 47.1 billion by 2036. The global lead mining market size was estimated at USD 9,249.6 million in 2022 and is projected to reach USD 11,152.3 million by 2030.
- China Market: The lead market in China is expected to reach $19 billion by 2035. The China lead mining market generated a revenue of USD 3,903.5 million in 2022 and is expected to reach USD 4,418.1 million by 2030. China is the leading producer of lead, with an output of 1.9 million metric tons in 2023.
- Mexico Market: The Mexico lead mining market generated a revenue of USD 1,122.0 million in 2022 and is expected to reach USD 1,306.5 million by 2030. Mexico is the world's third-largest producer of lead in 2023. In 2024, Mexico exported $1.12 billion of lead ore.
Zinc
- Global Market: The global zinc market size was valued at USD 27.2 billion in 2024 and is poised to grow to USD 52.14 billion by 2033. The global zinc mining market generated a revenue of USD 66,085.3 million in 2022 and is expected to reach USD 91,334.1 million by 2030.
- China Market: The China zinc market was valued at USD 3.76 billion in 2024 and is projected to reach USD 6.18 billion in 2035. China's unwrought zinc market value reached $14.7 billion in 2024 and is projected to grow to $17.6 billion by the end of 2035. China is the largest consumer and producer of zinc globally.
- Mexico Market: New zinc mine capacity is expected to come online in Mexico in Q1 2025, contributing to a projected 4.3% increase in global zinc mine production. Zinc is also among the minerals extracted by Mexico's mining sector.
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Silvercorp Metals (SVM) is expected to experience future revenue growth over the next 2-3 years driven by several key factors:
- Expanded Production Capacity and Operational Efficiencies at Ying Mining District: Silvercorp has significantly increased its processing capabilities at the flagship Ying Mining District in China. The company renewed its SGX Mine Licence until 2035, which increases production capacity to 500,000 tonnes annually. Furthermore, the construction of Tailings Storage Facility No. 3 and a new 1,500 tonne per day (tpd) flotation production line at Ying's No. 2 Mill were completed and became fully operational in early December 2024. This expansion boosts the total milling capacity at Ying to over 1.3 million tonnes per year, increasing overall throughput to 4,000 tpd from 2,500 tpd. Additionally, the company is implementing mine optimization plans, including moving to more mechanized mining and testing X-ray transmission (XRT) ore-sorting systems, which are expected to reduce labor costs, improve ore head grades, and lead to higher productivity.
- Initial Production from the El Domo Project in Ecuador: Silvercorp expanded its geographical footprint and diversified its commodity exposure through the acquisition of Adventus Mining Corporation in July 2024, which brought the El Domo copper-gold project in Ecuador into its portfolio. Initial production from El Domo is anticipated for the second half of 2026. This project is a significant near-term catalyst, with a feasibility study indicating the potential for substantial copper and gold production over a 15-year mine life, and analysts project it will be a primary driver for significant revenue growth by fiscal year 2028.
- Favorable Precious and Base Metal Prices: Revenue growth is significantly influenced by the realized selling prices of the metals Silvercorp mines, including silver, gold, lead, and zinc. Recent periods have shown improvements in realized metal prices, with silver, gold, lead, and zinc all experiencing increases. A "bullish precious metals market" was noted as a major contributor to a 39% revenue increase in fiscal year 2025. Analysts' projections for aggressive revenue growth incorporate expectations of favorable metal prices.
- Development and First Production from Kuanping Mine: The Kuanping project, a satellite deposit located 30 km from the Ying Mining District, is being developed as the eighth underground mine in the Ying hub-and-spoke operation. First production from Kuanping is expected in 2026, contributing to the overall increase in ore processing capacity and mineral output.
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Share Repurchases
- Silvercorp Metals authorized a normal course issuer bid (NCIB) commencing September 19, 2025, to acquire up to 8,747,245 common shares, representing approximately 4% of outstanding shares, set to expire on September 18, 2026.
- Under the NCIB program from September 2024 to September 2025, the company acquired and cancelled 300,000 shares at a weighted average price of CAD$4.51.
- From September 2023 to September 2024, Silvercorp acquired and cancelled 191,770 shares under its NCIB at a weighted average price of CAD$3.16.
Share Issuance
- On September 4, 2025, the company filed a base shelf prospectus qualifying it to offer up to US$400 million of various securities, including common shares, preferred shares, debt securities, subscription receipts, units, and warrants, over a 25-month period, though with no present intention to offer these securities.
Inbound Investments
- Silvercorp drew down the first US$43.875 million tranche of a US$175.5 million stream financing agreement with Wheaton Precious Metals International Ltd. to fund the construction of its El Domo project in Ecuador.
Outbound Investments
- Silvercorp maintains significant investments in other mining companies, including New Pacific Metals, which has projects in Bolivia. As of February 23, 2026, the fair market value of its equity investment portfolio was $233 million.
- In January 2026, the company completed the acquisition of a 70% interest in the Tulkubash/Kyzyltash Gold Projects in Kyrgyzstan.
Capital Expenditures
- Total capital expenditures for Fiscal Year 2025 were approximately $86.03 million. In Q4 Fiscal 2025, $13 million was invested in growth projects, with $9.9 million in China and $3.1 million on the El Domo project in Ecuador.
- For Fiscal Year 2026 (ending March 31, 2026), expected capital expenditure at the Ying Mining District is estimated at $73.4 million, primarily focused on developing ramps and tunnels, exploration tunneling and drilling, and equipment replacement.
- In Q3 Fiscal 2026 (ended December 31, 2025), total capital expenditures increased by 75% to $44.3 million, mainly driven by construction activities at the El Domo project in Ecuador and development at the Kuanping satellite mine in China.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 10.23 |
| Mkt Cap | 2.6 |
| Rev LTM | 468 |
| Op Inc LTM | 192 |
| FCF LTM | 152 |
| FCF 3Y Avg | 22 |
| CFO LTM | 297 |
| CFO 3Y Avg | 139 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 83.9% |
| Rev Chg 3Y Avg | 32.8% |
| Rev Chg Q | 124.7% |
| QoQ Delta Rev Chg LTM | 23.3% |
| Op Mgn LTM | 27.7% |
| Op Mgn 3Y Avg | 6.3% |
| QoQ Delta Op Mgn LTM | 7.5% |
| CFO/Rev LTM | 39.5% |
| CFO/Rev 3Y Avg | 24.5% |
| FCF/Rev LTM | 21.8% |
| FCF/Rev 3Y Avg | 0.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.6 |
| P/S | 7.1 |
| P/EBIT | -1.8 |
| P/E | -22.0 |
| P/CFO | 20.3 |
| Total Yield | -0.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -2.1% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -32.0% |
| 3M Rtn | 0.5% |
| 6M Rtn | 53.7% |
| 12M Rtn | 206.5% |
| 3Y Rtn | 166.5% |
| 1M Excs Rtn | -24.6% |
| 3M Excs Rtn | 11.1% |
| 6M Excs Rtn | 59.2% |
| 12M Excs Rtn | 193.7% |
| 3Y Excs Rtn | 134.2% |
Price Behavior
Price Behavior
| Market Price | $10.23 | |
| Market Cap ($ Bil) | 2.2 | |
| First Trading Date | 05/02/2005 | |
| Distance from 52W High | -26.6% | |
| 50 Days | 200 Days | |
| DMA Price | $11.35 | $7.41 |
| DMA Trend | up | up |
| Distance from DMA | -9.9% | 38.0% |
| 3M | 1YR | |
| Volatility | 86.8% | 67.1% |
| Downside Capture | 1.26 | 0.55 |
| Upside Capture | 377.70 | 167.29 |
| Correlation (SPY) | 36.7% | 29.5% |
SVM Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.78 | 1.81 | 1.64 | 1.88 | 0.89 | 0.93 |
| Up Beta | 3.66 | 1.70 | 2.05 | 1.91 | 0.78 | 0.69 |
| Down Beta | 4.11 | 0.99 | 1.69 | 1.20 | 1.02 | 1.32 |
| Up Capture | 546% | 580% | 426% | 631% | 235% | 132% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 13 | 26 | 37 | 77 | 143 | 368 |
| Down Capture | 257% | -3% | -28% | 95% | 38% | 86% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 8 | 14 | 22 | 45 | 102 | 353 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SVM | |
|---|---|---|---|---|
| SVM | 159.9% | 67.2% | 1.69 | - |
| Sector ETF (XLB) | 14.6% | 20.9% | 0.55 | 42.4% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 29.3% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 66.5% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 38.4% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 20.0% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 26.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SVM | |
|---|---|---|---|---|
| SVM | 15.2% | 54.6% | 0.47 | - |
| Sector ETF (XLB) | 6.7% | 18.9% | 0.25 | 43.1% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 31.3% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 61.3% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 32.8% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 27.1% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 20.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SVM | |
|---|---|---|---|---|
| SVM | 32.6% | 137.2% | 0.47 | - |
| Sector ETF (XLB) | 10.1% | 20.6% | 0.44 | 14.6% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 11.3% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 22.7% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 11.8% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 9.5% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 5.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/10/2026 | 6-K |
| 09/30/2025 | 11/07/2025 | 6-K |
| 06/30/2025 | 08/11/2025 | 6-K |
| 03/31/2025 | 06/05/2025 | 40-F |
| 12/31/2024 | 02/13/2025 | 6-K |
| 09/30/2024 | 11/08/2024 | 6-K |
| 06/30/2024 | 08/14/2024 | 6-K |
| 03/31/2024 | 06/07/2024 | 40-F |
| 12/31/2023 | 02/09/2024 | 6-K |
| 09/30/2023 | 11/13/2023 | 6-K |
| 06/30/2023 | 08/11/2023 | 6-K |
| 03/31/2023 | 06/01/2023 | 40-F |
| 12/31/2022 | 02/10/2023 | 6-K |
| 09/30/2022 | 11/07/2022 | 6-K |
| 06/30/2022 | 08/12/2022 | 6-K |
| 03/31/2022 | 06/22/2022 | 40-F |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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