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
AMXEF (Amex Exploration Inc) 13.36% 190.35% 40.64% 9.11% 37.50% 7.58% NA
Data as of 06/04/2026, Common starting date is 09/16/2009
More Performance Analytics Comparison
Name Start Date End Date
AMXEF (Amex Exploration Inc) 09/16/2009 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 2009
Annualized Return (%) -2.36 190.35 40.64 9.11 37.50 7.58 NA 13.36 294.81 -26.42 -15.87 -44.98 -24.17 158.12 741.73 85.33 -51.46 50.73 -64.04 -60.96 -19.34 5.17 -30.80 -24.93 -18.60
Sharpe Ratio NA 3.70 0.56 0.11 0.44 NA NA 0.67 5.30 -0.44 -0.37 -0.71 -0.51 1.90 6.15 0.65 -0.62 0.77 -0.75 -1.02 -0.55 0.07 -0.26 -0.12 -0.45
Standard Deviation(%) NA 60.48 65.25 62.52 83.09 NA NA 67.85 56.77 75.98 54.14 65.88 47.02 82.60 120.31 129.74 84.25 65.60 85.65 59.80 35.00 76.15 115.12 198.33 153.53
Draw Down(%) NA 38.54 61.33 77.69 81.47 NA NA 38.54 26.58 49.33 60.44 57.69 46.96 49.94 60.40 63.66 61.54 28.14 70.18 62.25 27.62 55.45 38.32 36.95 27.53
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 0.00
Data as of 06/04/2026, Common starting date is 09/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMXEF (Amex Exploration Inc) -56.32%
Aug 2012 – Aug 2015
-42.16%
Sep 2010 – Sep 2015
1.09%
Oct 2013 – Oct 2023
-2.28%
Jun 2010 – Jun 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMXEF (Amex Exploration Inc) 271.94%
Nov 2018 – Nov 2021
98.05%
Aug 2015 – Aug 2020
41.12%
Jan 2016 – Jan 2026
9.40%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return