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
WEGYF (Westbridge Energy Corporation) -50.97% -63.14% -38.01% 17.49% 16.41% -21.83% -16.07%
Data as of 06/10/2026, Common starting date is 03/26/2002
More Performance Analytics Comparison
Name Start Date End Date
WEGYF (Westbridge Energy Corporation) 03/26/2002 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 2008 2007 2006 2005 2004 2003 2002
Annualized Return (%) -22.45 -63.14 -38.01 17.49 16.41 -21.83 -16.07 -50.97 -27.46 -25.94 88.89 66.67 307.24 22.78 -29.78 28.81 -17.43 189.20 -91.94 -89.08 -43.20 -38.42 18.71 0.59 466.67 -74.98 -6.33 -8.57 -34.58 25.88 277.78 -25.00
Sharpe Ratio NA -1.09 -0.69 0.28 0.20 NA NA -1.65 -0.47 -0.64 1.19 1.22 3.23 0.18 -0.80 0.33 -0.28 0.74 -0.34 -0.76 -0.26 -0.29 0.11 0.00 1.09 -0.32 -0.06 -0.12 -0.30 0.17 0.91 -0.10
Standard Deviation(%) NA 53.77 57.65 67.30 82.84 NA NA 45.46 65.09 45.90 72.37 53.65 95.15 122.92 39.26 83.15 64.78 257.03 268.27 116.89 169.51 133.21 177.62 227.20 427.51 234.19 170.45 100.33 123.74 142.37 305.29 336.60
Draw Down(%) NA 60.59 74.54 74.54 82.86 NA NA 43.67 36.44 29.84 58.25 29.63 28.57 44.44 40.00 34.82 48.09 76.32 97.69 92.06 79.71 79.89 69.23 77.09 71.93 82.71 59.70 54.35 68.75 47.50 66.67 86.67
Yield(%) 0.00 26.18 7.66 43.20 44.08 0.16 0.01 0.00 25.26 8.47 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 03/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WEGYF (Westbridge Energy Corporation) -87.02%
Sep 2012 – Sep 2015
-69.97%
Feb 2011 – Feb 2016
-43.89%
Jan 2006 – Jan 2016
-29.74%
Sep 2004 – Sep 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WEGYF (Westbridge Energy Corporation) 211.87%
May 2020 – May 2023
83.16%
May 2020 – May 2025
41.13%
Sep 2015 – Sep 2025
0.12%
Sep 2009 – Sep 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return