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
DYNR (Dynaresource Inc) -40.71% -36.64% -25.16% -2.25% -4.39% -10.66% NA
Data as of 06/05/2026, Common starting date is 09/07/2007
More Performance Analytics Comparison
Name Start Date End Date
DYNR (Dynaresource Inc) 09/07/2007 06/05/2026
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 (%) -15.31 -36.64 -25.16 -2.25 -4.39 -10.66 NA -40.71 39.00 -50.50 -17.21 39.43 124.36 65.96 -60.83 8.11 -36.57 6.06 -10.81 -38.33 -20.00 -10.71 6.33 38.60 23.91 -28.13 6.67
Sharpe Ratio NA -0.46 -0.27 -0.02 -0.04 NA NA -1.05 0.34 -0.65 -0.31 0.34 0.85 0.51 -0.38 0.08 -0.41 0.08 -0.10 -0.42 -0.22 -0.25 0.13 1.02 0.25 -0.33 0.38
Standard Deviation(%) NA 86.80 90.83 95.61 109.63 NA NA 57.56 109.78 88.04 69.24 112.54 146.05 127.89 163.70 80.63 90.52 70.53 111.86 92.30 89.76 43.97 47.89 37.91 94.79 87.93 53.39
Draw Down(%) NA 53.16 75.00 75.00 86.93 NA NA 42.58 44.21 63.41 34.67 46.03 44.90 51.28 78.69 37.60 42.86 33.33 50.00 53.62 49.37 27.06 24.24 20.90 35.71 41.77 21.88
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 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 06/05/2026, Common starting date is 09/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DYNR (Dynaresource Inc) -39.11%
Oct 2016 – Oct 2019
-31.07%
Oct 2014 – Oct 2019
-19.81%
Nov 2009 – Nov 2019
-9.66%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DYNR (Dynaresource Inc) 95.35%
Nov 2019 – Nov 2022
24.82%
Nov 2019 – Nov 2024
2.50%
Jul 2013 – Jul 2023
-0.37%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return