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
WLTNF (Wilton Resources Inc) NA 0.00% -10.96% 11.42% NA NA NA
Data as of 09/26/2025, Common starting date is 04/11/2016
More Performance Analytics Comparison
Name Start Date End Date
WLTNF (Wilton Resources Inc) 04/11/2016 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 2017 2016
Annualized Return (%) 0.00 0.00 -10.96 11.42 NA NA NA -28.00 4.17 -12.73 19.57 75.59 -56.27 -20.33 39.99 9.63 64.21
Sharpe Ratio NA -0.04 -0.16 0.11 NA NA NA -0.49 -0.03 -0.16 0.27 0.93 -0.59 -0.29 0.36 0.07 1.66
Standard Deviation(%) NA 74.89 89.36 83.55 NA NA NA 79.14 87.88 103.81 68.38 81.42 96.31 75.20 108.93 123.03 58.41
Draw Down(%) NA 44.62 73.75 73.75 NA NA NA 44.62 59.04 68.66 37.50 39.13 76.83 63.83 51.72 43.51 18.51
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
Data as of 09/26/2025, Common starting date is 04/11/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WLTNF (Wilton Resources Inc) -31.14%
Aug 2018 – Aug 2021
-20.37%
Aug 2018 – Aug 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WLTNF (Wilton Resources Inc) 54.21%
Apr 2020 – Apr 2023
24.22%
May 2019 – May 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return