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
ATVVD (Australian Vanadium Limited) NA -16.28% -34.82% -17.64% NA NA NA
Data as of 03/13/2026, Common starting date is 01/09/2018
More Performance Analytics Comparison
Name Start Date End Date
ATVVD (Australian Vanadium Limited) 01/09/2018 03/13/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -16.28 -34.82 -17.64 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/13/2026, Common starting date is 01/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATVVD (Australian Vanadium Limited) -56.32%
Mar 2022 – Mar 2025
-24.68%
Dec 2020 – Dec 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATVVD (Australian Vanadium Limited) 93.99%
May 2020 – May 2023
18.69%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return