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
WGXRF (Westgold Resources Limited) -28.74% 44.64% 47.27% 12.85% NA NA NA
Data as of 06/10/2026, Common starting date is 06/07/2017
More Performance Analytics Comparison
Name Start Date End Date
WGXRF (Westgold Resources Limited) 06/07/2017 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
Annualized Return (%) -17.81 44.64 47.27 12.85 NA NA NA -28.74 160.85 20.44 168.84 -62.80 -22.64 42.14 77.22 -31.90 -25.16
Sharpe Ratio NA 1.07 0.90 0.23 NA NA NA -0.80 3.14 0.30 2.24 -0.90 -0.53 0.77 1.20 -0.80 -0.83
Standard Deviation(%) NA 54.83 55.66 62.60 NA NA NA 59.04 51.63 55.38 74.83 71.65 42.94 54.26 63.01 41.99 49.25
Draw Down(%) NA 42.02 42.02 74.52 NA NA NA 42.02 24.73 23.18 33.38 74.52 42.21 39.39 24.05 42.65 29.70
Yield(%) 0.00 0.94 1.80 0.78 0.44 0.29 0.22 0.00 1.05 2.28 0.00 0.00 0.73 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 06/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WGXRF (Westgold Resources Limited) -35.30%
Oct 2019 – Oct 2022
-20.78%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WGXRF (Westgold Resources Limited) 108.55%
Feb 2023 – Feb 2026
26.76%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return