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
MARIF (Marimaca Copper Corp.) -33.54% 30.49% 22.65% 7.60% NA NA NA
Data as of 06/09/2026, Common starting date is 05/22/2020
More Performance Analytics Comparison
Name Start Date End Date
MARIF (Marimaca Copper Corp.) 05/22/2020 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -7.28 30.49 22.65 7.60 NA NA NA -33.54 127.09 23.90 5.46 -19.05 13.95 244.00
Sharpe Ratio NA 0.41 0.32 0.06 NA NA NA -1.22 2.40 0.38 0.02 -0.24 0.29 1.09
Standard Deviation(%) NA 56.06 51.91 61.98 NA NA NA 56.54 53.01 45.52 66.58 85.83 48.35 599.01
Draw Down(%) NA 45.81 45.81 59.30 NA NA NA 45.81 22.75 21.30 31.49 56.98 38.78 96.00
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
Data as of 06/09/2026, Common starting date is 05/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MARIF (Marimaca Copper Corp.) -13.28%
Apr 2021 – Apr 2024
6.62%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MARIF (Marimaca Copper Corp.) 53.56%
Sep 2022 – Sep 2025
31.80%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return