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
AOIFF (Africa Oil Corp) 6.87% 16.98% -2.15% 14.02% 4.74% -1.32% NA
Data as of 01/16/2026, Common starting date is 01/09/2009
More Performance Analytics Comparison
Name Start Date End Date
AOIFF (Africa Oil Corp) 01/09/2009 01/16/2026
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 (%) 6.06 16.98 -2.15 14.02 4.74 -1.32 NA 6.87 12.66 -24.21 4.34 34.94 60.23 -3.30 18.18 -31.86 -42.93 39.44 -32.38 -75.75 23.54 355.19 -22.61 79.28 7.77
Sharpe Ratio NA 0.42 -0.15 0.28 0.07 NA NA 10.71 0.29 -0.74 0.02 0.57 1.44 -0.06 0.36 -0.63 -1.21 0.75 -0.47 -1.48 0.48 4.07 -0.35 1.13 0.11
Standard Deviation(%) NA 33.63 35.42 42.04 45.92 NA NA 33.21 34.28 37.63 34.33 58.97 41.73 57.80 46.97 52.99 36.23 52.19 68.35 51.12 48.62 88.65 65.47 70.08 72.60
Draw Down(%) NA 19.86 47.64 47.64 74.76 NA NA 4.41 19.86 34.55 29.80 32.16 20.23 57.60 20.59 44.85 49.52 27.63 56.03 79.91 33.93 41.10 51.08 40.88 48.37
Yield(%) 0.00 15.50 5.68 7.84 3.23 1.11 1.79 0.00 15.28 2.66 2.84 3.33 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 01/16/2026, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AOIFF (Africa Oil Corp) -51.27%
Sep 2012 – Sep 2015
-38.37%
Dec 2013 – Dec 2018
-15.07%
Sep 2012 – Sep 2022
-1.73%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AOIFF (Africa Oil Corp) 125.95%
Oct 2009 – Oct 2012
50.77%
Feb 2009 – Feb 2014
3.82%
Sep 2015 – Sep 2025
4.80%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return