Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOTRF (Goliath Resources Limited) | -44.51% | -34.84% | 16.43% | 8.55% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOTRF (Goliath Resources Limited) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.01 | -34.84 | 16.43 | 8.55 | NA | NA | NA | … | … | -44.51 | 157.75 | 14.75 | -24.69 | 3.85 | 86.16 |
| Sharpe Ratio | NA | -0.67 | 0.21 | 0.07 | NA | NA | NA | … | … | -1.27 | 1.83 | 0.20 | -0.41 | 0.03 | 0.90 |
| Standard Deviation(%) | NA | 60.15 | 70.84 | 76.99 | NA | NA | NA | … | … | 62.22 | 86.86 | 56.95 | 71.69 | 86.07 | 98.54 |
| Draw Down(%) | NA | 60.16 | 60.16 | 68.22 | NA | NA | NA | … | … | 52.43 | 49.74 | 31.71 | 50.00 | 47.86 | 57.36 |
| 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 |
Data as of 06/10/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOTRF (Goliath Resources Limited) |
-10.32%
Jul 2021 – Jul 2024 |
11.75%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOTRF (Goliath Resources Limited) |
46.90%
Feb 2023 – Feb 2026 |
29.07%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart