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
HXLTF (HeliosX Lithium & Technologies Corp) NA -70.42% -31.22% -27.28% NA NA NA
Data as of 09/01/2023, Common starting date is 12/30/2015
More Performance Analytics Comparison
Name Start Date End Date
HXLTF (HeliosX Lithium & Technologies Corp) 12/30/2015 09/01/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 48.86 -70.42 -31.22 -27.28 NA NA NA -43.90 -52.46 22.00 150.00 -50.00 -69.23 44.44 -10.00 0.00
Sharpe Ratio NA -0.35 -0.19 -0.12 NA NA NA -0.25 -0.45 0.14 0.40 -0.20 -0.64 0.36 -0.11 NA
Standard Deviation(%) NA 210.22 169.53 240.50 NA NA NA 248.16 120.21 156.88 372.95 252.79 110.45 123.49 94.75 0.00
Draw Down(%) NA 85.71 93.98 93.98 NA NA NA 81.27 70.10 71.43 66.67 80.00 81.25 45.45 63.64 0.00
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
Data as of 09/01/2023, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HXLTF (HeliosX Lithium & Technologies Corp) -50.00%
May 2017 – May 2020
-29.65%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HXLTF (HeliosX Lithium & Technologies Corp) 30.06%
May 2020 – May 2023
2.13%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return