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
GERFF (Glen Eagle Resources Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 12/04/2023, Common starting date is 02/14/2007
More Performance Analytics Comparison
Name Start Date End Date
GERFF (Glen Eagle Resources Inc) 02/14/2007 12/04/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 -83.33 0.00 0.00 -33.33 -25.00 50.00 166.67 -72.73 -38.89 -14.29 -36.36 26.92 160.00 0.00 -16.67 -7.69
Sharpe Ratio NA 0.00 -0.36 -0.35 -0.26 NA NA 0.00 -0.46 0.00 0.00 -0.61 -0.31 0.66 1.54 -0.90 -0.65 -0.22 -0.45 0.24 1.55 0.00 -0.58 -0.43
Standard Deviation(%) NA 110.08 129.39 110.99 97.60 NA NA NA 183.73 126.14 88.60 57.40 84.15 74.68 107.65 80.81 59.40 63.64 81.84 114.26 103.28 81.31 30.15 27.26
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 88.89 58.33 44.44 40.00 60.00 52.17 41.67 75.00 52.38 59.46 48.48 51.56 31.25 44.44 28.57 25.00
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/04/2023, Common starting date is 02/14/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GERFF (Glen Eagle Resources Inc) -56.72%
Jan 2013 – Jan 2016
-41.82%
Jan 2018 – Jan 2023
-30.31%
Jan 2013 – Jan 2023
-16.13%
Jan 2008 – Jan 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GERFF (Glen Eagle Resources Inc) 72.13%
Jul 2008 – Jul 2011
24.57%
Jul 2015 – Jul 2020
5.87%
Jun 2007 – Jun 2017
-2.42%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return