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
AXMIF (AXMIN Inc) 0.00% 0.00% -20.63% -12.94% -0.49% -22.41% NA
Data as of 06/04/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
Name Start Date End Date
AXMIF (AXMIN Inc) 01/03/2011 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
Annualized Return (%) 0.00 0.00 -20.63 -12.94 -0.49 -22.41 NA 0.00 0.00 100.00 -66.67 -11.76 -43.33 -73.68 27.37 713.64 4.76 600.00 -72.73 -63.33 -76.19 -73.19 -67.81
Sharpe Ratio NA -0.12 -0.16 -0.14 0.03 NA NA -0.07 0.00 0.38 -0.55 -0.11 -0.45 -0.59 0.26 5.70 0.03 2.59 -0.24 -0.69 -0.45 -0.79 -0.59
Standard Deviation(%) NA 23.08 150.35 139.16 136.28 NA NA 36.30 NA 245.68 128.39 121.92 96.94 125.33 101.26 124.98 139.00 231.87 307.04 92.30 170.82 93.24 114.87
Draw Down(%) NA 15.00 75.00 83.33 97.77 NA NA 15.00 0.00 66.67 83.33 50.00 43.33 78.49 61.02 31.25 65.96 68.33 82.35 70.59 81.94 85.84 82.03
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
Data as of 06/04/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AXMIF (AXMIN Inc) -77.71%
May 2012 – May 2015
-71.30%
Feb 2011 – Feb 2016
-29.76%
Feb 2011 – Feb 2021
-25.14%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AXMIF (AXMIN Inc) 423.34%
Feb 2016 – Feb 2019
106.45%
May 2015 – May 2020
20.89%
Nov 2015 – Nov 2025
-23.11%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return