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
MERG (Merger Mines Corporation) NA 0.00% 0.00% 0.00% -6.70% -14.23% -20.06%
Data as of 09/26/2025, Common starting date is 05/11/2004
More Performance Analytics Comparison
Name Start Date End Date
MERG (Merger Mines Corporation) 05/11/2004 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 0.00 0.00 0.00 -6.70 -14.23 -20.06 -99.88 -66.67 -7.69 8.33 50.00 -46.67 -83.33 63.64 37.50 -38.46 -13.33
Sharpe Ratio NA -0.13 -0.21 -0.22 -0.23 NA NA -0.11 -0.49 -0.15 0.19 0.27 -0.20 -0.64 0.32 0.24 -0.36 -0.19
Standard Deviation(%) NA 758.94 443.78 362.11 277.13 NA NA 881.99 135.61 53.58 43.58 184.46 228.33 131.22 192.49 142.33 112.28 111.63
Draw Down(%) NA 99.96 99.97 99.97 100.00 NA NA 99.96 73.33 26.67 20.00 66.67 70.00 87.78 55.29 75.00 60.00 54.55
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
Data as of 09/26/2025, Common starting date is 05/11/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MERG (Merger Mines Corporation) -93.07%
Sep 2011 – Sep 2014
-79.56%
Sep 2009 – Sep 2014
-63.87%
Sep 2004 – Sep 2014
-31.32%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MERG (Merger Mines Corporation) 364.16%
Dec 2019 – Dec 2022
151.19%
Dec 2019 – Dec 2024
-17.68%
Jun 2004 – Jun 2014
-26.34%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return