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
MXGFF (Maxim Power Corp) -2.76% 3.26% 7.24% 10.32% 3.88% NA NA
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
Name Start Date End Date
MXGFF (Maxim Power Corp) 08/06/2012 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
Annualized Return (%) 6.02 3.26 7.24 10.32 3.88 NA NA -2.76 -8.94 12.23 28.11 -20.95 37.72 17.87 6.68 -36.45 -4.57 6.31 -8.73 -25.07 30.00 15.91
Sharpe Ratio NA -0.36 0.06 0.18 0.03 NA NA -1.73 -0.31 0.19 0.55 -0.59 2.16 0.57 0.21 -1.93 -0.32 0.17 -0.24 -0.84 0.77 0.87
Standard Deviation(%) NA 24.48 34.31 35.70 31.69 NA NA 12.46 38.56 30.79 43.93 38.28 27.74 30.74 25.31 19.60 16.42 35.75 36.91 29.77 38.69 51.76
Draw Down(%) NA 15.47 37.78 37.78 55.60 NA NA 9.12 37.78 21.75 30.35 31.49 11.53 18.84 26.06 39.25 11.08 18.94 27.61 34.80 30.62 12.46
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
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGFF (Maxim Power Corp) -22.10%
Nov 2016 – Nov 2019
-15.11%
Dec 2013 – Dec 2018
-1.74%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGFF (Maxim Power Corp) 35.60%
Jul 2020 – Jul 2023
23.85%
Jan 2020 – Jan 2025
6.94%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return