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
OCANF (OceanaGold Corporation) -8.52% 78.11% 59.42% 33.30% 10.82% 9.38% NA
Data as of 06/05/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
Name Start Date End Date
OCANF (OceanaGold Corporation) 06/26/2008 06/05/2026
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 2008
Annualized Return (%) -14.74 78.11 59.42 33.30 10.82 9.38 NA -8.52 244.98 45.07 2.60 9.83 -11.73 -1.01 -45.43 41.98 -10.04 55.75 11.47 10.90 -45.07 29.68 -41.44 125.30 1,409.09 -88.30
Sharpe Ratio NA 1.42 1.13 0.59 0.16 NA NA -0.34 5.03 0.84 -0.02 0.13 -0.25 -0.01 -0.85 1.16 -0.26 0.88 0.19 0.16 -0.66 0.54 -0.57 2.26 12.61 -0.72
Standard Deviation(%) NA 53.05 49.70 52.24 55.24 NA NA 62.31 48.50 49.07 46.04 64.64 46.21 88.09 55.14 35.24 40.73 62.95 61.78 66.45 68.46 55.52 73.40 55.38 111.77 137.92
Draw Down(%) NA 39.26 39.26 49.62 79.82 NA NA 39.26 22.88 25.71 37.59 49.62 33.80 59.81 53.42 18.15 36.83 41.18 45.60 56.43 65.67 34.44 50.53 22.52 35.65 88.89
Yield(%) 0.00 4.94 4.43 2.83 1.10 1.19 2.34 0.64 2.81 1.06 1.03 0.00 0.00 0.00 0.28 1.13 0.66 1.95 2.21 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCANF (OceanaGold Corporation) -30.98%
Mar 2017 – Mar 2020
-16.16%
Sep 2010 – Sep 2015
-8.53%
Nov 2010 – Nov 2020
2.15%
Feb 2010 – Feb 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OCANF (OceanaGold Corporation) 171.03%
Dec 2008 – Dec 2011
69.96%
Dec 2008 – Dec 2013
42.64%
Dec 2008 – Dec 2018
21.58%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return