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
SHERF (Sherritt International Corporation) -40.00% -18.18% -37.00% -27.20% -16.71% -25.42% NA
Data as of 06/03/2026, Common starting date is 08/25/2006
More Performance Analytics Comparison
Name Start Date End Date
SHERF (Sherritt International Corporation) 08/25/2006 06/03/2026
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
Annualized Return (%) 0.00 -18.18 -37.00 -27.20 -16.71 -25.42 NA -40.00 18.18 -50.00 -42.11 18.75 0.00 128.57 -53.33 -77.94 30.77 100.00 -79.92 -24.05 -40.80 8.47 -37.68 37.64 143.70 -80.97 23.96 9.45
Sharpe Ratio NA -0.20 -0.41 -0.34 -0.21 NA NA -0.58 0.18 -0.48 -1.08 0.23 0.00 1.01 -0.52 -1.30 0.47 1.35 -1.04 -0.43 -1.19 0.22 -0.74 0.83 1.69 -0.81 0.45 1.01
Standard Deviation(%) NA 106.72 98.81 87.42 88.35 NA NA 127.88 87.96 118.08 43.37 77.34 69.63 125.83 105.25 60.95 64.88 73.61 76.86 56.58 34.29 39.13 51.15 45.45 85.22 100.56 46.28 26.22
Draw Down(%) NA 68.00 82.50 89.23 95.92 NA NA 68.00 50.00 74.07 53.19 61.54 45.28 62.50 70.00 82.99 52.85 28.21 82.71 57.72 53.95 35.40 63.35 39.46 63.90 91.63 32.61 13.17
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
Data as of 06/03/2026, Common starting date is 08/25/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHERF (Sherritt International Corporation) -55.85%
Jan 2013 – Jan 2016
-49.47%
May 2014 – May 2019
-37.69%
Mar 2010 – Mar 2020
-25.72%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHERF (Sherritt International Corporation) 81.71%
Mar 2020 – Mar 2023
11.60%
Feb 2009 – Feb 2014
-9.71%
Jan 2016 – Jan 2026
-12.80%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return