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
GFGSF (GFG Resources Inc) 27.27% 16.67% 15.87% 3.13% NA NA NA
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
Name Start Date End Date
GFGSF (GFG Resources Inc) 01/04/2017 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 2018 2017
Annualized Return (%) 0.00 16.67 15.87 3.13 NA NA NA 27.27 -15.38 50.00 14.29 -36.36 -17.91 -52.14 86.67 -63.76 -49.81
Sharpe Ratio NA 0.07 0.14 0.01 NA NA NA 1.17 -0.25 0.47 0.09 -0.41 -0.24 -0.40 1.08 -0.80 -0.80
Standard Deviation(%) NA 71.11 87.08 88.42 NA NA NA 66.58 72.79 93.21 107.11 93.09 74.52 131.02 78.83 81.81 63.41
Draw Down(%) NA 30.77 50.00 70.59 NA NA NA 16.67 43.75 44.44 61.54 64.71 35.39 80.46 36.71 66.67 63.62
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
Data as of 06/04/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GFGSF (GFG Resources Inc) -57.77%
Mar 2017 – Mar 2020
-32.94%
Aug 2017 – Aug 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GFGSF (GFG Resources Inc) 22.39%
Oct 2022 – Oct 2025
17.62%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return