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
UGDIF (Unigold Inc) 66.67% 150.00% 71.00% 5.92% -2.21% -10.74% NA
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
Name Start Date End Date
UGDIF (Unigold Inc) 01/06/2010 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
Annualized Return (%) 0.00 150.00 71.00 5.92 -2.21 -10.74 NA 66.67 180.00 0.00 0.00 -42.86 -75.86 52.63 90.00 -37.50 -36.00 150.00 -50.00 -66.67 -85.37 215.38 -38.10 -12.50
Sharpe Ratio NA 1.46 0.45 0.00 -0.04 NA NA 1.35 1.27 -0.04 -0.04 -0.41 -0.84 0.44 0.80 -0.38 -0.41 1.43 -0.21 -0.33 -0.75 1.65 -0.30 -0.18
Standard Deviation(%) NA 135.39 137.46 126.68 115.38 NA NA 123.80 143.32 149.23 121.55 107.64 90.12 118.53 110.65 102.11 90.70 104.19 234.43 200.93 113.66 132.13 125.41 71.81
Draw Down(%) NA 48.48 50.00 82.35 94.12 NA NA 48.48 33.33 50.00 50.00 60.00 78.13 63.16 41.67 55.00 44.00 66.67 70.00 77.78 85.37 54.17 61.90 50.00
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 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UGDIF (Unigold Inc) -73.43%
Nov 2012 – Nov 2015
-49.90%
Nov 2010 – Nov 2015
-37.06%
Dec 2012 – Dec 2022
-22.41%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UGDIF (Unigold Inc) 95.74%
Apr 2023 – Apr 2026
37.04%
Nov 2015 – Nov 2020
8.04%
Nov 2015 – Nov 2025
-9.76%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return