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
MWSND (Southern Cross Gold Consolidated Ltd.) NA 104.62% 117.59% 39.32% 23.52% 8.51% NA
Data as of 04/22/2025, Common starting date is 07/09/2007
More Performance Analytics Comparison
Name Start Date End Date
MWSND (Southern Cross Gold Consolidated Ltd.) 07/09/2007 04/22/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 104.62 117.59 39.32 23.52 8.51 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 04/22/2025, Common starting date is 07/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MWSND (Southern Cross Gold Consolidated Ltd.) -57.33%
Dec 2012 – Dec 2015
-42.68%
Dec 2010 – Dec 2015
-25.03%
Jun 2012 – Jun 2022
-17.56%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MWSND (Southern Cross Gold Consolidated Ltd.) 105.99%
Mar 2022 – Mar 2025
50.02%
Oct 2019 – Oct 2024
22.48%
Mar 2015 – Mar 2025
8.84%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return