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
URZEF (URZ3 Energy Corp.) NA 0.00% 9.26% 6.30% NA NA NA
Data as of 06/16/2026, Common starting date is 09/07/2016
More Performance Analytics Comparison
Name Start Date End Date
URZEF (URZ3 Energy Corp.) 09/07/2016 06/16/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 9.26 6.30 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/16/2026, Common starting date is 09/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
URZEF (URZ3 Energy Corp.) -67.77%
Jan 2020 – Jan 2023
-52.31%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
URZEF (URZ3 Energy Corp.) 223.27%
Oct 2022 – Oct 2025
19.11%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return