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
SREMF (Sunrise Energy Metals Limited) 89.62% 4,269.57% 134.44% 42.46% NA NA NA
Data as of 06/04/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
Name Start Date End Date
SREMF (Sunrise Energy Metals Limited) 04/30/2021 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
Annualized Return (%) -12.38 4,269.57 134.44 42.46 NA NA NA 89.62 5,080.00 -51.85 -81.82 14.13 -27.03
Sharpe Ratio NA 29.08 0.95 0.33 NA NA NA 4.81 32.22 -0.32 -1.13 0.16 -1.37
Standard Deviation(%) NA 143.59 155.79 130.17 NA NA NA 118.62 168.12 185.60 76.59 78.81 54.52
Draw Down(%) NA 35.16 90.00 96.09 NA NA NA 35.16 56.60 80.77 83.23 54.69 39.91
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
Data as of 06/04/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SREMF (Sunrise Energy Metals Limited) -56.95%
Dec 2021 – Dec 2024
46.02%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SREMF (Sunrise Energy Metals Limited) 151.05%
May 2023 – May 2026
46.02%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return