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
JUPGF (Jupiter Gold Corporation) -49.52% 562.50% 64.07% 31.85% NA NA NA
Data as of 03/25/2026, Common starting date is 11/06/2018
More Performance Analytics Comparison
Name Start Date End Date
JUPGF (Jupiter Gold Corporation) 11/06/2018 03/25/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -6.36 562.50 64.07 31.85 NA NA NA -49.52 1,552.31 -27.78 -25.00 18.81 6.32 46.15 -71.11 12.50
Sharpe Ratio NA 1.60 0.26 0.13 NA NA NA -0.49 4.73 -0.23 -0.21 0.08 0.02 0.24 -0.29 3.90
Standard Deviation(%) NA 350.06 230.18 231.95 NA NA NA 197.73 343.47 148.63 143.10 224.67 253.42 190.55 247.08 31.16
Draw Down(%) NA 71.29 87.22 87.22 NA NA NA 67.47 68.06 55.45 81.47 53.60 74.61 64.67 88.88 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 03/25/2026, Common starting date is 11/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JUPGF (Jupiter Gold Corporation) -27.51%
Mar 2022 – Mar 2025
-19.73%
Jan 2019 – Jan 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JUPGF (Jupiter Gold Corporation) 157.13%
Nov 2022 – Nov 2025
89.26%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return