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
SMOFF (Sonoro Gold Corp) -26.09% 41.67% 41.50% -7.42% 15.20% NA NA
Data as of 06/05/2026, Common starting date is 12/18/2014
More Performance Analytics Comparison
Name Start Date End Date
SMOFF (Sonoro Gold Corp) 12/18/2014 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
Annualized Return (%) -10.53 41.67 41.50 -7.42 15.20 NA NA -26.09 233.33 20.00 -37.50 -42.86 -22.22 66.98 -19.07 15.93 13.43 170.13 -74.66 0.00
Sharpe Ratio NA 0.95 0.32 -0.06 0.10 NA NA -0.46 2.15 0.08 -0.33 -0.47 -0.24 0.59 -0.33 0.19 0.26 1.03 -0.50 0.00
Standard Deviation(%) NA 91.64 135.89 124.38 107.72 NA NA 86.82 110.14 175.28 127.36 94.78 94.43 112.47 61.35 78.48 50.08 163.32 149.11 NA
Draw Down(%) NA 41.67 71.43 93.75 93.75 NA NA 41.67 30.00 66.67 37.50 62.50 62.50 43.33 36.26 47.07 20.67 60.29 74.66 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
Data as of 06/05/2026, Common starting date is 12/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMOFF (Sonoro Gold Corp) -53.58%
Jul 2021 – Jul 2024
-26.52%
Jun 2019 – Jun 2024
-8.63%
Jan 2015 – Jan 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMOFF (Sonoro Gold Corp) 65.50%
Feb 2016 – Feb 2019
45.69%
Jul 2016 – Jul 2021
21.24%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return