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
LISMF (Lithium South Development Corporation) -2,051.01% -7,904.05% nan% nan% NA NA NA
Data as of 05/29/2026, Common starting date is 03/22/2021
More Performance Analytics Comparison
Name Start Date End Date
LISMF (Lithium South Development Corporation) 03/22/2021 05/29/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 3.13 -7,904.05 nan nan NA NA NA -2,051.01 357.14 -70.83 -31.43 -46.15 -13.79
Sharpe Ratio NA NA NA NA NA NA NA NA 2.59 -0.67 -0.52 -0.61 -0.18
Standard Deviation(%) NA NA NA NA NA NA NA NA 137.68 111.33 67.70 78.56 97.99
Draw Down(%) NA 1,838.50 1,468.60 884.44 NA NA NA 1,838.50 40.00 89.36 62.96 56.76 63.90
Yield(%) 0.00 460.63 26.70 17.98 4.89 3.26 2.44 115.16 0.00 0.00 0.00 0.00 0.00
Data as of 05/29/2026, Common starting date is 03/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LISMF (Lithium South Development Corporation) -54.23%
Nov 2021 – Nov 2024
-10.19%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LISMF (Lithium South Development Corporation) -1.94%
Nov 2022 – Nov 2025
-10.19%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return