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
ALVLF (Big Ridge Gold Corp) 68.42% 357.14% 65.97% 17.98% 0.65% -11.50% NA
Data as of 06/04/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
Name Start Date End Date
ALVLF (Big Ridge Gold Corp) 04/06/2010 06/04/2026
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
Annualized Return (%) 6.67 357.14 65.97 17.98 0.65 -11.50 NA 68.42 214.29 0.00 20.00 -79.17 275.00 -20.00 100.00 -80.00 -16.67 500.00 -80.00 150.00 -50.00 -71.43 -65.00 -55.56
Sharpe Ratio NA 3.34 0.43 0.11 -0.01 NA NA 2.42 1.68 -0.04 0.11 -0.77 7.09 -0.06 0.48 -0.45 -0.09 2.43 -0.58 1.43 -1.01 -1.07 -0.23 -0.32
Standard Deviation(%) NA 101.82 140.26 131.09 179.88 NA NA 94.45 129.39 154.31 148.92 105.05 93.40 323.48 206.62 178.92 195.77 203.55 136.84 105.24 49.62 67.19 277.73 205.99
Draw Down(%) NA 29.03 62.50 90.91 96.00 NA NA 29.03 50.00 50.00 76.92 82.76 35.48 90.00 66.67 80.00 70.00 50.00 85.71 33.33 50.00 73.33 88.89 66.67
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
Data as of 06/04/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALVLF (Big Ridge Gold Corp) -63.16%
May 2010 – May 2013
-58.37%
Jan 2011 – Jan 2016
-30.85%
Jan 2011 – Jan 2021
-22.96%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALVLF (Big Ridge Gold Corp) 77.58%
Apr 2019 – Apr 2022
24.57%
Feb 2021 – Feb 2026
15.97%
Jan 2016 – Jan 2026
-13.51%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return