Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXOXF (Core Lithium Ltd) | 11.76% | 280.00% | -36.44% | -3.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXOXF (Core Lithium Ltd) | 06/10/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.52 | 280.00 | -36.44 | -3.75 | NA | NA | NA | … | … | 11.76 | 300.00 | -60.00 | -78.57 | 62.79 | 975.00 | 19.40 | 0.00 |
| Sharpe Ratio | NA | 1.70 | -0.21 | 0.01 | NA | NA | NA | … | … | 0.50 | 1.69 | -0.36 | -0.82 | 0.62 | 1.81 | 0.23 | 0.00 |
| Standard Deviation(%) | NA | 145.07 | 165.35 | 149.92 | NA | NA | NA | … | … | 129.24 | 180.72 | 186.70 | 101.90 | 99.22 | 538.93 | 82.60 | NA |
| Draw Down(%) | NA | 43.48 | 95.95 | 97.62 | NA | NA | NA | … | … | 43.48 | 62.50 | 70.59 | 82.56 | 53.97 | 97.35 | 50.00 | 0.00 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXOXF (Core Lithium Ltd) |
-66.67%
Mar 2022 – Mar 2025 |
-9.50%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXOXF (Core Lithium Ltd) |
203.87%
Aug 2019 – Aug 2022 |
33.56%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart