Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NILIF (Surge Battery Metals Inc) | 3.77% | 150.00% | 6.92% | 24.73% | -6.70% | 13.04% | 9.79% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NILIF (Surge Battery Metals Inc) | 12/27/2001 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.84 | 150.00 | 6.92 | 24.73 | -6.70 | 13.04 | 9.79 | … | … | 3.77 | 115.38 | -54.24 | 136.00 | 99.52 | 93.66 | -72.11 | -29.70 | -46.12 | -47.42 | 19.79 | -20.61 | 2.73 | 39,650.00 | -94.63 | -37.89 | 233.33 | 575.00 | -96.36 | 77.42 | 129.63 | -55.00 | -14.29 | 133.33 | -71.43 | 0.00 |
| Sharpe Ratio | NA | 1.17 | 0.18 | 0.16 | -0.06 | NA | NA | … | … | -0.19 | 1.14 | -0.76 | 1.21 | 0.54 | 0.65 | -0.21 | -0.16 | -0.37 | -0.69 | 0.32 | -0.89 | 0.04 | 61.75 | -0.11 | -0.22 | 0.52 | 0.69 | -0.06 | 0.12 | 0.30 | -0.08 | -0.02 | 0.24 | -0.15 | NA |
| Standard Deviation(%) | NA | 97.98 | 94.46 | 120.22 | 162.19 | NA | NA | … | … | 82.13 | 101.20 | 80.25 | 110.04 | 181.59 | 144.87 | 344.50 | 195.04 | 126.95 | 69.42 | 60.93 | 23.08 | 77.42 | 627.10 | 817.80 | 194.52 | 328.12 | 1,205.60 | 1,508.99 | 480.92 | 623.98 | 550.75 | 818.88 | 937.20 | 490.11 | 0.00 |
| Draw Down(%) | NA | 46.38 | 84.55 | 90.24 | 98.69 | NA | NA | … | … | 46.38 | 41.38 | 64.31 | 68.18 | 82.77 | 63.55 | 89.22 | 75.54 | 83.25 | 66.92 | 38.53 | 20.61 | 41.30 | 32.82 | 96.05 | 56.83 | 65.45 | 20.00 | 96.55 | 52.43 | 63.53 | 77.50 | 35.71 | 36.17 | 84.81 | 0.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NILIF (Surge Battery Metals Inc) |
-68.66%
Dec 2005 – Dec 2008 |
-47.08%
Jul 2017 – Jul 2022 |
-21.39%
Mar 2013 – Mar 2023 |
-9.17%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NILIF (Surge Battery Metals Inc) |
586.95%
Jan 2013 – Jan 2016 |
217.45%
Jul 2010 – Jul 2015 |
54.33%
Jan 2013 – Jan 2023 |
29.80%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart