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
BITTF (Bitterroot Resources Ltd) -66.67% -33.33% -12.64% -32.24% -2.25% NA NA
Data as of 06/04/2026, Common starting date is 05/30/2014
More Performance Analytics Comparison
Name Start Date End Date
BITTF (Bitterroot Resources Ltd) 05/30/2014 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
Annualized Return (%) -33.33 -33.33 -12.64 -32.24 -2.25 NA NA -66.67 66.67 100.00 -33.33 -62.50 -28.25 298.21 60.00 -81.85 301.67 41.18 -75.71 -79.17
Sharpe Ratio NA -0.01 -0.01 -0.13 0.00 NA NA -0.54 0.30 0.30 -0.18 -0.36 -0.19 1.60 0.27 -0.41 1.61 0.33 -0.23 -0.44
Standard Deviation(%) NA 178.69 249.69 221.39 205.17 NA NA 156.70 220.57 312.49 211.43 176.21 146.13 184.59 216.80 204.60 188.42 123.78 335.08 209.96
Draw Down(%) NA 77.78 77.78 92.86 95.51 NA NA 77.78 50.00 66.67 75.00 80.00 73.63 39.69 73.90 85.28 70.84 62.25 88.56 88.07
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
Data as of 06/04/2026, Common starting date is 05/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BITTF (Bitterroot Resources Ltd) -59.41%
Feb 2021 – Feb 2024
-39.84%
Jun 2014 – Jun 2019
-29.90%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BITTF (Bitterroot Resources Ltd) 65.97%
Dec 2018 – Dec 2021
45.67%
Dec 2015 – Dec 2020
16.22%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return