Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ADLRF (Adrian Resources Ltd) NA 13.73% 23.35% 13.99% 2.91% 2.89% 2.16%
Data as of 09/26/2025, Common starting date is 12/31/1997
More Performance Analytics Comparison
Name Start Date End Date
ADLRF (Adrian Resources Ltd) 12/31/1997 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2019 2018 2017 2016 2015 2014 2013 2012 1998 1997
Annualized Return (%) 0.00 13.73 23.35 13.99 2.91 2.89 2.16 4.40 23.01 8.22 35.05 37.11 -3.85 1.12 12.70 -40.51 13.54 34.97 -100.00 0.00 0.00
Sharpe Ratio NA 0.48 0.91 0.52 0.04 NA NA 0.12 1.56 0.35 0.24 1.36 -0.23 0.02 0.27 -1.20 0.42 1.16 -0.04 0.00 NA
Standard Deviation(%) NA 22.32 23.27 22.50 38.27 NA NA 25.50 12.42 13.10 62.89 26.29 22.83 27.33 45.86 33.75 32.42 30.01 1,554.77 NA 0.00
Draw Down(%) NA 12.42 12.42 12.42 76.53 NA NA 12.42 8.24 11.25 0.00 16.22 25.45 20.37 49.71 44.62 23.28 21.69 100.00 0.00 0.00
Yield(%) 0.00 7.58 9.84 6.40 4.86 4.46 3.34 3.59 8.20 8.09 2.70 11.94 9.83 8.76 9.17 5.14 5.18 5.99 2.32 0.00 0.00
Data as of 09/26/2025, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADLRF (Adrian Resources Ltd) -97.01%
Apr 2011 – Apr 2014
-88.54%
Oct 2011 – Oct 2016
-65.76%
Aug 2013 – Aug 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ADLRF (Adrian Resources Ltd) 43.40%
Dec 2021 – Dec 2024
12.54%
Mar 2020 – Mar 2025
3.44%
Oct 2014 – Oct 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return