Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDDRF (Headwater Exploration Inc) | 37.41% | 108.56% | 30.55% | 25.03% | 42.58% | 8.99% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDDRF (Headwater Exploration Inc) | 02/17/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.36 | 108.56 | 30.55 | 25.03 | 42.58 | 8.99 | NA | … | … | 37.41 | 58.78 | 2.81 | 15.23 | 8.37 | 117.55 | 248.15 | -8.47 | 18.00 | 19.05 | 31.25 | -57.33 | -40.94 | 115.25 | -39.18 | -84.15 | 18.60 | 279.41 |
| Sharpe Ratio | NA | 3.19 | 0.85 | 0.54 | 0.71 | NA | NA | … | … | 2.62 | 1.46 | -0.03 | 0.31 | 0.12 | 1.52 | 3.62 | -0.24 | 0.23 | 0.31 | 0.47 | -0.87 | -0.63 | 1.65 | -0.55 | -1.04 | 0.27 | 4.42 |
| Standard Deviation(%) | NA | 33.07 | 33.53 | 42.63 | 56.08 | NA | NA | … | … | 36.60 | 38.58 | 28.55 | 38.09 | 57.18 | 77.56 | 67.99 | 41.86 | 73.45 | 59.59 | 66.59 | 66.02 | 65.09 | 69.95 | 72.16 | 80.59 | 68.51 | 80.77 |
| Draw Down(%) | NA | 11.83 | 41.70 | 41.70 | 42.86 | NA | NA | … | … | 11.20 | 31.85 | 29.41 | 18.96 | 41.30 | 41.07 | 42.86 | 20.34 | 42.68 | 33.33 | 45.28 | 70.93 | 66.98 | 38.74 | 54.46 | 84.31 | 37.47 | 29.13 |
| Yield(%) | 0.00 | 6.71 | 6.08 | 5.64 | 32.06 | 2.24 | 3.89 | … | … | 1.14 | 6.80 | 6.29 | 7.51 | 1.80 | 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 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDDRF (Headwater Exploration Inc) |
-52.15%
Oct 2010 – Oct 2013 |
-46.42%
Oct 2010 – Oct 2015 |
-20.21%
Dec 2009 – Dec 2019 |
-1.25%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDDRF (Headwater Exploration Inc) |
121.49%
Feb 2019 – Feb 2022 |
78.00%
Mar 2017 – Mar 2022 |
42.29%
Jan 2016 – Jan 2026 |
10.38%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart