Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUPRF (Rupert Resources Ltd) | 55.53% | 84.60% | 36.09% | 11.30% | 29.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUPRF (Rupert Resources Ltd) | 08/09/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | 84.60 | 36.09 | 11.30 | 29.56 | NA | NA | … | … | 55.53 | 76.26 | -4.35 | -17.86 | -19.65 | 16.69 | 607.36 | -18.58 | 5.15 | 6.76 | 2,902.00 | -73.92 | -14.11 | 15.52 |
| Sharpe Ratio | NA | 1.39 | 0.60 | 0.19 | 0.45 | NA | NA | … | … | 2.25 | 1.53 | -0.30 | -0.48 | -0.40 | 0.17 | 5.70 | -0.39 | 0.08 | 0.12 | 14.78 | -0.67 | -0.15 | 1.93 |
| Standard Deviation(%) | NA | 69.93 | 56.97 | 53.35 | 67.07 | NA | NA | … | … | 95.20 | 49.07 | 45.01 | 46.46 | 53.25 | 100.32 | 105.48 | 51.85 | 46.90 | 50.74 | 193.61 | 109.97 | 93.17 | 23.02 |
| Draw Down(%) | NA | 27.47 | 39.41 | 61.64 | 63.57 | NA | NA | … | … | 27.47 | 21.92 | 27.09 | 47.18 | 51.02 | 57.03 | 41.54 | 39.53 | 38.51 | 50.00 | 41.85 | 73.92 | 52.94 | 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 |
Data as of 06/04/2026, Common starting date is 08/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUPRF (Rupert Resources Ltd) |
-21.26%
Mar 2017 – Mar 2020 |
-0.09%
Nov 2020 – Nov 2025 |
30.07%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUPRF (Rupert Resources Ltd) |
242.28%
Jan 2016 – Jan 2019 |
186.82%
Dec 2015 – Dec 2020 |
76.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart