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
BARUF (Baru Gold Corp) -40.00% -40.00% 0.00% -19.97% -12.94% -36.79% NA
Data as of 06/10/2026, Common starting date is 03/14/2007
More Performance Analytics Comparison
Name Start Date End Date
BARUF (Baru Gold Corp) 03/14/2007 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 -40.00 0.00 -19.97 -12.94 -36.79 NA -40.00 0.00 400.00 0.00 -87.50 -36.31 258.86 -12.50 -42.86 185.71 -36.53 -40.62 -83.83 -76.79 -63.15 -94.22 91.70 3,075.53 -90.02 103.87
Sharpe Ratio NA -0.26 -0.01 -0.10 -0.05 NA NA -0.42 -0.02 1.26 -0.01 -0.53 -0.34 0.95 -0.04 -0.19 0.28 -0.04 -0.05 -0.14 -0.39 -0.49 -0.89 1.28 18.42 -0.26 0.99
Standard Deviation(%) NA 162.33 251.72 229.62 287.33 NA NA 170.23 182.77 317.20 288.84 169.05 106.48 271.06 328.17 238.53 664.56 925.59 810.91 610.23 197.12 130.57 105.88 71.61 162.35 350.50 144.30
Draw Down(%) NA 77.78 79.50 91.72 98.07 NA NA 66.67 66.67 59.00 75.00 89.55 69.33 78.29 79.21 73.86 88.94 89.47 90.11 97.25 93.37 86.01 94.75 44.52 40.64 94.05 58.52
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.42 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 8.32
Data as of 06/10/2026, Common starting date is 03/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BARUF (Baru Gold Corp) -84.17%
Nov 2010 – Nov 2013
-80.49%
Jan 2011 – Jan 2016
-52.98%
Feb 2010 – Feb 2020
-39.92%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BARUF (Baru Gold Corp) 85.50%
Dec 2007 – Dec 2010
44.41%
Dec 2015 – Dec 2020
9.60%
Dec 2015 – Dec 2025
-27.72%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return