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
WFRSF (West African Resources Limited) 43.42% 70.31% 51.25% 21.90% 32.58% NA NA
Data as of 06/04/2026, Common starting date is 09/16/2014
More Performance Analytics Comparison
Name Start Date End Date
WFRSF (West African Resources Limited) 09/16/2014 06/04/2026
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
Annualized Return (%) 0.00 70.31 51.25 21.90 32.58 NA NA 43.42 108.79 127.50 -47.37 -23.23 20.73 198.18 61.76 -46.03 80.00 348.72 -49.55 -14.87
Sharpe Ratio NA 0.15 0.30 0.14 0.09 NA NA 0.98 0.87 0.69 -0.34 -0.36 0.31 1.82 0.06 -0.57 0.87 2.17 -1.32 -1.18
Standard Deviation(%) NA 148.15 160.08 130.88 353.93 NA NA 141.72 124.10 178.44 154.09 68.05 66.55 108.23 1,063.91 83.43 91.41 159.34 37.49 35.79
Draw Down(%) NA 57.44 57.44 64.60 99.98 NA NA 39.79 57.44 54.55 56.04 42.73 30.64 37.67 99.95 65.00 44.15 54.53 49.55 17.40
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
Data as of 06/04/2026, Common starting date is 09/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFRSF (West African Resources Limited) -21.28%
Dec 2020 – Dec 2023
6.35%
Oct 2020 – Oct 2025
27.96%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WFRSF (West African Resources Limited) 79.91%
Dec 2018 – Dec 2021
83.89%
Dec 2015 – Dec 2020
48.81%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return