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
NB (NioCorp Developments Ltd.) -8.68% 88.33% -1.08% 35.24% -3.41% 3.67% NA
Data as of 06/10/2026, Common starting date is 09/15/2009
More Performance Analytics Comparison
Name Start Date End Date
NB (NioCorp Developments Ltd.) 09/15/2009 06/10/2026
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 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -16.55 88.33 -1.08 35.24 -3.41 3.67 NA -8.68 267.10 -51.41 331.08 -27.45 60.63 -89.84 37.50 -22.98 4.42 40.76 -40.65 393.65 27.09 -23.00 -72.39 25.46 64.80
Sharpe Ratio NA 0.76 -0.04 0.27 -0.03 NA NA -0.10 2.40 -0.71 1.43 -0.42 0.78 -0.38 0.76 -0.38 0.06 0.70 -0.47 4.22 0.23 -0.24 -0.69 0.24 5.31
Standard Deviation(%) NA 108.23 92.18 129.35 124.04 NA NA 96.92 113.26 82.12 231.88 68.64 77.42 234.08 47.19 64.38 60.66 57.61 85.80 93.39 118.48 97.91 105.00 105.03 82.11
Draw Down(%) NA 64.10 75.24 82.83 94.69 NA NA 45.58 55.61 64.09 60.90 40.90 44.63 93.68 25.34 34.53 56.01 39.91 73.13 40.85 51.28 67.24 85.62 64.62 18.25
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 09/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NB (NioCorp Developments Ltd.) -58.37%
Feb 2017 – Feb 2020
-46.64%
Mar 2015 – Mar 2020
-21.70%
Apr 2010 – Apr 2020
-7.14%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NB (NioCorp Developments Ltd.) 141.78%
Mar 2020 – Mar 2023
65.14%
Oct 2020 – Oct 2025
18.34%
Apr 2013 – Apr 2023
4.85%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return