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
SWNLF (EDM Resources Inc) 442.86% 322.22% -3.28% -6.79% -2.10% -16.85% NA
Data as of 06/03/2026, Common starting date is 06/08/2007
More Performance Analytics Comparison
Name Start Date End Date
SWNLF (EDM Resources Inc) 06/08/2007 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
Annualized Return (%) 15.15 322.22 -3.28 -6.79 -2.10 -16.85 NA 442.86 -22.22 -10.00 -74.36 -17.02 -6.00 28.21 -26.42 -55.08 87.30 -16.00 -70.93 95.30 -36.96 -52.63 -26.92 23.81 250.00 -77.78 -58.46
Sharpe Ratio NA 2.26 -0.10 -0.13 -0.06 NA NA 24.65 -0.39 -0.66 -0.55 -0.37 -0.15 0.23 -0.27 -1.23 1.28 -0.17 -1.11 0.13 -0.29 -0.47 -0.31 0.28 1.50 -0.32 -0.93
Standard Deviation(%) NA 116.98 112.78 91.03 89.09 NA NA 176.02 64.54 25.37 144.30 49.82 38.90 119.89 103.12 46.02 68.27 92.67 63.95 715.61 128.06 112.39 85.81 83.74 166.89 246.91 88.13
Draw Down(%) NA 42.22 85.71 89.09 95.83 NA NA 42.22 40.00 20.00 76.19 42.31 21.43 64.81 50.94 56.91 35.42 50.67 71.04 99.24 55.56 78.95 68.29 50.00 62.50 92.86 73.75
Yield(%) 0.00 0.00 0.00 0.00 0.00 1.69 0.51 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 82.38 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 06/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWNLF (EDM Resources Inc) -89.19%
Jan 2011 – Jan 2014
-57.23%
Jan 2009 – Jan 2014
-30.10%
Oct 2014 – Oct 2024
-26.09%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SWNLF (EDM Resources Inc) 297.91%
Jan 2014 – Jan 2017
121.24%
Jan 2014 – Jan 2019
25.89%
Jan 2014 – Jan 2024
-9.45%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return