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
CGMLF (Chalice Mining Limited) -42.58% 18.67% -42.37% -33.80% 30.52% NA NA
Data as of 06/03/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
Name Start Date End Date
CGMLF (Chalice Mining Limited) 03/15/2012 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
Annualized Return (%) -11.00 18.67 -42.37 -33.80 30.52 NA NA -42.58 150.00 -40.74 -74.29 -39.13 139.58 1,957.14 55.56 -17.07 55.56 12.50 33.33 -45.45 -64.52 10.71
Sharpe Ratio NA 0.46 -0.41 -0.37 0.28 NA NA -0.54 1.32 -0.49 -1.20 -0.54 2.04 10.28 0.53 -0.25 0.48 0.14 1.00 -0.54 -1.17 0.54
Standard Deviation(%) NA 114.15 106.41 93.15 108.64 NA NA 128.97 114.63 103.66 65.82 75.59 68.42 187.92 102.72 74.78 114.73 89.23 33.26 84.41 55.11 25.40
Draw Down(%) NA 54.59 88.66 92.76 92.76 NA NA 54.59 44.44 53.44 82.82 65.51 41.33 61.90 41.18 33.33 47.83 50.00 11.11 62.50 64.52 10.71
Yield(%) 0.00 0.00 0.00 0.00 3.63 0.69 0.52 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 20.71 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGMLF (Chalice Mining Limited) -54.73%
Dec 2021 – Dec 2024
-31.92%
May 2021 – May 2026
20.49%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGMLF (Chalice Mining Limited) 324.82%
Dec 2018 – Dec 2021
155.10%
May 2016 – May 2021
41.23%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return