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
GPXM (Golden Phoenix Minrl) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 07/03/2014, Common starting date is 08/27/1997
More Performance Analytics Comparison
Name Start Date End Date
GPXM (Golden Phoenix Minrl) 08/27/1997 07/03/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) NA -100.00 -100.00 -100.00 -100.00 -100.00 NA 0.00 -100.00 -92.00 -71.43 320.00 150.00 -93.33 -21.05 137.50 -27.27 -52.17 91.67 140.00 -9.09 -52.17 76.92 -83.75 -76.61
Sharpe Ratio NA NA NA NA NA NA NA 1.00 NA -0.48 -0.65 2.12 0.36 -0.52 -0.35 1.85 -0.33 -0.61 0.84 0.92 -0.07 -0.33 0.54 -0.48 -0.82
Standard Deviation(%) NA NA NA NA NA NA NA NA NA 193.33 110.37 150.95 410.95 179.45 68.19 72.97 88.45 87.63 108.07 151.34 171.54 170.59 136.67 180.91 124.56
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA NA 100.00 94.67 76.19 42.86 66.67 96.67 56.00 43.40 54.55 65.96 58.82 69.09 57.14 73.17 42.86 90.65 86.09
Yield(%) NA 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 07/03/2014, Common starting date is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GPXM (Golden Phoenix Minrl) -100.00%
May 2010 – May 2013
-100.00%
May 2008 – May 2013
-100.00%
May 2003 – May 2013
-100.00%
May 1998 – May 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GPXM (Golden Phoenix Minrl) 100.00%
Nov 2008 – Nov 2011
35.91%
Apr 2001 – Apr 2006
6.68%
Dec 2000 – Dec 2010
-17.82%
Jun 1998 – Jun 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return