Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEEVF (Helium Evolution Incorporated) | NA | 88.89% | -10.86% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEEVF (Helium Evolution Incorporated) | 05/17/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 112.50 | 88.89 | -10.86 | NA | NA | NA | NA | … | … | 88.89 | 0.00 | -48.10 | -34.57 |
| Sharpe Ratio | NA | 1.12 | -0.15 | NA | NA | NA | NA | … | … | 1.51 | -0.09 | -0.70 | -0.34 |
| Standard Deviation(%) | NA | 76.71 | 97.09 | NA | NA | NA | NA | … | … | 89.43 | 73.95 | 75.07 | 150.96 |
| Draw Down(%) | NA | 11.11 | 66.67 | NA | NA | NA | NA | … | … | 11.11 | 50.00 | 48.10 | 62.49 |
| Yield(%) | 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 09/26/2025, Common starting date is 05/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEEVF (Helium Evolution Incorporated) |
-32.92%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEEVF (Helium Evolution Incorporated) |
-30.66%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart