Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AHELF (American Helium Inc) | -14.29% | 20.00% | 17.84% | -18.48% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHELF (American Helium Inc) | 01/11/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.00 | 17.84 | -18.48 | NA | NA | NA | … | … | -14.29 | 81.82 | -42.11 | -5.00 | -35.48 | -2.74 |
| Sharpe Ratio | NA | 0.04 | 0.06 | -0.11 | NA | NA | NA | … | … | -0.97 | 0.18 | -1.35 | -0.13 | -0.21 | -0.02 |
| Standard Deviation(%) | NA | 441.46 | 257.34 | 223.20 | NA | NA | NA | … | … | 34.82 | 445.64 | 36.23 | 72.26 | 176.92 | 172.47 |
| Draw Down(%) | NA | 95.83 | 95.83 | 98.81 | NA | NA | NA | … | … | 20.76 | 95.83 | 47.37 | 47.62 | 82.14 | 61.86 |
| 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 |
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHELF (American Helium Inc) |
-63.75%
Nov 2022 – Nov 2025 |
-21.40%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHELF (American Helium Inc) |
17.84%
May 2023 – May 2026 |
-11.18%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart