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
BXRDF (Australian Silica Quartz Group Ltd) -50.00% -75.00% -20.63% -41.01% NA NA NA
Data as of 06/03/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
Name Start Date End Date
BXRDF (Australian Silica Quartz Group Ltd) 09/13/2016 06/03/2026
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
Annualized Return (%) 0.00 -75.00 -20.63 -41.01 NA NA NA -50.00 0.00 -71.43 133.33 -76.92 98.78 45.33 23.29 3,955.56 -9.09 -35.57
Sharpe Ratio NA -0.24 -0.09 -0.19 NA NA NA -0.27 -0.01 -0.40 0.78 -0.77 0.83 0.28 1.05 8.84 -1.02 -0.96
Standard Deviation(%) NA 324.00 265.78 219.29 NA NA NA 307.38 344.79 197.12 166.67 101.35 119.41 158.46 20.94 447.22 9.55 80.05
Draw Down(%) NA 86.25 92.14 96.56 NA NA NA 75.00 89.00 85.71 66.67 76.92 57.14 70.00 0.00 51.33 9.09 35.57
Yield(%) 0.00 0.00 0.00 0.00 5.73 3.82 2.86 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 97.80 0.00 0.00
Data as of 06/03/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BXRDF (Australian Silica Quartz Group Ltd) -59.45%
Nov 2021 – Nov 2024
-40.13%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BXRDF (Australian Silica Quartz Group Ltd) 338.34%
Jan 2018 – Jan 2021
172.96%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return