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
SRHIF (Three Valley Copper Corp) NA -86.22% -60.39% -53.12% 38.48% 25.87% NA
Data as of 03/11/2022, Common starting date is 01/11/2007
More Performance Analytics Comparison
Name Start Date End Date
SRHIF (Three Valley Copper Corp) 01/11/2007 03/11/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 15.27 -86.22 -60.39 -53.12 38.48 25.87 NA -54.71 -36.36 -60.71 -30.00 566.67 -7.69 85.71 -30.00 -50.00 -47.37 -58.24 -14.95 101.89 231.25 -85.84 71.21
Sharpe Ratio NA -0.38 -0.29 -0.30 0.22 NA NA -0.21 -0.30 -0.23 -0.27 1.81 -0.09 1.25 -0.34 -0.63 -0.63 -0.96 -0.16 1.28 1.75 -0.65 0.81
Standard Deviation(%) NA 227.90 213.04 174.93 174.92 NA NA 468.58 120.98 261.43 117.54 313.10 95.00 68.28 88.47 79.51 75.78 61.19 94.80 79.64 131.96 133.27 87.91
Draw Down(%) NA 95.83 97.66 99.06 99.32 NA NA 84.21 81.94 89.74 70.31 50.34 44.44 33.33 56.25 59.09 65.96 71.54 65.99 49.06 48.00 88.50 55.74
Yield(%) 0.00 0.00 0.00 0.00 43.56 35.33 38.94 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,253.66 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/11/2022, Common starting date is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRHIF (Three Valley Copper Corp) -63.90%
Jan 2019 – Jan 2022
-57.83%
Jan 2017 – Jan 2022
34.32%
Jan 2012 – Jan 2022
25.50%
Feb 2007 – Feb 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRHIF (Three Valley Copper Corp) 1,841.96%
Aug 2010 – Aug 2013
582.90%
Feb 2009 – Feb 2014
130.70%
Feb 2009 – Feb 2019
25.50%
Feb 2007 – Feb 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return