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
IXRRD (Ionic Rare Earths Limited) NA -96.59% -78.01% NA NA NA NA
Data as of 03/20/2026, Common starting date is 04/26/2021
More Performance Analytics Comparison
Name Start Date End Date
IXRRD (Ionic Rare Earths Limited) 04/26/2021 03/20/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -96.59 -78.01 NA NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/20/2026, Common starting date is 04/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IXRRD (Ionic Rare Earths Limited) -77.39%
Dec 2022 – Dec 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
IXRRD (Ionic Rare Earths Limited) -13.77%
Jul 2022 – Jul 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return