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
TRAGF (TeraGo Inc) NA -52.48% -38.71% -33.27% NA NA NA
Data as of 09/26/2025, Common starting date is 08/27/2018
More Performance Analytics Comparison
Name Start Date End Date
TRAGF (TeraGo Inc) 08/27/2018 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 -52.48 -38.71 -33.27 NA NA NA -52.48 50.00 -43.71 -61.57 -8.11 -26.49 -12.40 54.38
Sharpe Ratio NA -0.69 -0.58 -0.60 NA NA NA -0.71 0.74 -0.73 -1.33 -0.49 -0.52 -0.49 3.69
Standard Deviation(%) NA 80.21 72.50 58.88 NA NA NA 93.50 59.04 65.87 47.40 25.21 50.85 28.15 67.80
Draw Down(%) NA 52.48 76.98 87.48 NA NA NA 52.48 28.43 61.48 69.50 18.72 43.58 36.47 3.75
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
Data as of 09/26/2025, Common starting date is 08/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRAGF (TeraGo Inc) -46.36%
Mar 2022 – Mar 2025
-34.98%
Feb 2019 – Feb 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRAGF (TeraGo Inc) -7.28%
Sep 2018 – Sep 2021
-23.61%
Nov 2018 – Nov 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return