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
CASXF (Casa Minerals Inc) -14.29% 0.00% -5.01% -24.21% NA NA NA
Data as of 06/08/2026, Common starting date is 03/11/2019
More Performance Analytics Comparison
Name Start Date End Date
CASXF (Casa Minerals Inc) 03/11/2019 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
Annualized Return (%) -40.00 0.00 -5.01 -24.21 NA NA NA -14.29 50.00 0.00 -69.23 8.33 -18.39 151.35 -41.09
Sharpe Ratio NA -0.02 -0.06 -0.21 NA NA NA -0.14 0.38 -0.10 -0.49 0.05 -0.14 1.15 -0.54
Standard Deviation(%) NA 167.37 137.93 134.66 NA NA NA 233.15 126.39 66.02 150.75 148.24 130.24 130.34 91.22
Draw Down(%) NA 77.78 77.78 92.59 NA NA NA 77.78 50.00 40.00 84.62 72.73 62.96 54.02 53.01
Yield(%) 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
Data as of 06/08/2026, Common starting date is 03/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CASXF (Casa Minerals Inc) -55.04%
Feb 2022 – Feb 2025
-24.77%
Aug 2019 – Aug 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CASXF (Casa Minerals Inc) 65.10%
Feb 2023 – Feb 2026
18.47%
May 2020 – May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return