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
HUSA (Houston American Energy Corporation) NA 28.68% -24.12% -0.94% -3.52% -27.77% -14.19%
Data as of 12/10/2025, Common starting date is 01/22/2002
More Performance Analytics Comparison
Name Start Date End Date
HUSA (Houston American Energy Corporation) 01/22/2002 12/10/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) -26.87 28.68 -24.12 -0.94 -3.52 -27.77 -14.19 28.68 -27.93 -47.97 140.56 -18.29 -6.67 -21.05 -42.42 83.33 5.88 6.25 -36.00 13.64 -98.19 -32.61 197.66 85.13 11.97 -58.56 133.65 221.43 34.25 102.78 -20.00
Sharpe Ratio NA 0.09 -0.15 -0.02 -0.03 NA NA 0.09 -0.40 -0.82 0.63 -0.18 -0.05 -0.32 -0.50 0.86 0.05 0.07 -0.32 0.14 -0.62 -0.54 2.52 0.86 0.10 -0.74 1.81 3.00 0.47 0.81 -0.09
Standard Deviation(%) NA 292.54 179.48 176.67 145.71 NA NA 300.84 86.19 63.79 223.03 100.39 151.88 69.25 87.64 96.67 106.66 87.80 112.63 97.38 159.15 60.86 78.46 99.15 110.82 83.69 72.37 73.06 70.34 125.90 235.41
Draw Down(%) NA 92.40 92.40 96.11 96.11 NA NA 92.40 57.58 58.19 74.96 56.79 68.00 60.00 55.00 64.71 46.67 36.00 81.69 43.75 98.54 44.28 58.21 62.18 81.56 63.72 54.45 31.17 33.60 54.00 83.33
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.08 0.50 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 3.44 0.92 1.33 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/10/2025, Common starting date is 01/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUSA (Houston American Energy Corporation) -76.93%
Mar 2010 – Mar 2013
-60.68%
Dec 2010 – Dec 2015
-39.38%
Mar 2010 – Mar 2020
-32.09%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUSA (Houston American Energy Corporation) 175.89%
Nov 2002 – Nov 2005
101.23%
Jun 2003 – Jun 2008
35.26%
Feb 2002 – Feb 2012
6.86%
Nov 2002 – Nov 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return