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
BIREF (Birchcliff Energy Ltd.) -8.44% -1.64% -0.41% 16.19% 2.85% -4.34% NA
Data as of 06/08/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
Name Start Date End Date
BIREF (Birchcliff Energy Ltd.) 06/25/2008 06/08/2026
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
Annualized Return (%) 5.53 -1.64 -0.41 16.19 2.85 -4.34 NA -8.44 46.96 -7.09 -30.23 41.30 263.19 -27.62 -7.07 -33.84 -49.15 139.25 -56.40 -1.90 -9.15 -43.65 37.94 9.60 112.23 -69.65
Sharpe Ratio NA -0.21 -0.13 0.27 0.04 NA NA -0.83 1.21 -0.27 -0.88 0.73 5.07 -0.33 -0.16 -0.66 -1.12 2.15 -0.89 -0.04 -0.35 -0.82 0.87 0.27 1.74 -0.74
Standard Deviation(%) NA 34.16 37.80 43.29 51.97 NA NA 40.01 36.65 39.22 38.81 54.86 51.88 82.99 54.42 53.72 44.52 64.77 63.49 46.89 26.55 53.40 43.58 34.88 64.40 122.48
Draw Down(%) NA 27.37 43.77 60.37 93.88 NA NA 27.32 27.37 30.21 32.92 37.31 22.93 78.44 54.47 52.24 55.83 28.81 65.25 52.44 24.38 64.21 32.74 25.62 42.13 80.22
Yield(%) 0.00 1.70 4.70 8.09 2.76 0.71 0.54 0.41 2.25 6.83 9.75 3.94 1.40 1.56 3.49 2.20 1.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIREF (Birchcliff Energy Ltd.) -52.13%
Mar 2017 – Mar 2020
-34.88%
Mar 2015 – Mar 2020
-22.96%
Mar 2010 – Mar 2020
-4.66%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIREF (Birchcliff Energy Ltd.) 120.66%
Mar 2020 – Mar 2023
59.55%
Mar 2020 – Mar 2025
10.22%
Dec 2015 – Dec 2025
2.24%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return