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
HUSIF (Nicola Mining Inc) -15.71% 84.37% 80.70% 39.92% 20.19% -17.81% NA
Data as of 06/04/2026, Common starting date is 02/17/2010
More Performance Analytics Comparison
Name Start Date End Date
HUSIF (Nicola Mining Inc) 02/17/2010 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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 3.51 84.37 80.70 39.92 20.19 -17.81 NA -15.71 262.75 0.69 150.00 33.33 -45.45 34.31 26.39 -55.09 28.84 159.86 -78.45 5.26 -98.51 42.03 -1.11 578.84
Sharpe Ratio NA 1.36 0.80 0.34 0.24 NA NA -0.73 3.33 -0.06 1.26 0.28 -0.38 0.29 0.26 -0.78 0.41 1.13 -0.29 0.02 -0.40 0.62 -0.01 2.33
Standard Deviation(%) NA 74.29 96.59 103.83 100.29 NA NA 50.56 80.38 94.47 118.60 113.27 120.42 118.22 94.33 72.49 68.88 141.02 272.73 225.14 243.34 68.29 125.50 338.22
Draw Down(%) NA 42.11 53.85 58.33 81.24 NA NA 42.11 34.48 37.17 53.85 44.44 57.14 53.25 37.35 59.68 47.52 55.13 92.50 83.52 98.99 40.39 57.97 17.85
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 06/04/2026, Common starting date is 02/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUSIF (Nicola Mining Inc) -87.00%
Apr 2012 – Apr 2015
-68.22%
Mar 2011 – Mar 2016
-43.16%
Sep 2012 – Sep 2022
-20.01%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HUSIF (Nicola Mining Inc) 151.98%
Sep 2022 – Sep 2025
61.94%
Feb 2021 – Feb 2026
38.05%
Jan 2016 – Jan 2026
-10.79%
Sep 2010 – Sep 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return