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
WWR (Westwater Resources, Inc.) -30.67% 1.96% -14.77% -34.64% -42.18% -48.18% -42.39%
Data as of 06/04/2026, Common starting date is 01/12/1998
More Performance Analytics Comparison
Name Start Date End Date
WWR (Westwater Resources, Inc.) 01/12/1998 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 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -8.77 1.96 -14.77 -34.64 -42.18 -48.18 -42.39 -30.67 16.90 51.79 -29.11 -63.26 -56.39 133.65 -69.86 -86.92 -21.90 -78.04 -72.04 -38.61 -5.31 -56.16 -78.53 341.56 0.00 -93.83 115.17 119.70 -8.33 188.00 525.00 -60.00 100.00 -64.29 -72.00 -84.62
Sharpe Ratio NA 0.13 -0.17 -0.44 -0.40 NA NA -0.71 0.12 0.66 -0.50 -0.92 -0.65 0.86 -0.74 -1.29 -0.47 -1.00 -0.86 -0.76 -0.27 -0.83 -0.96 3.23 -0.15 -0.84 1.17 0.80 -0.36 1.67 1.85 -0.39 0.32 -0.57 -0.32 -0.34
Standard Deviation(%) NA 111.21 87.75 80.44 100.01 NA NA 75.76 115.23 69.21 67.60 70.44 87.28 154.29 125.53 84.16 88.33 112.10 105.64 75.18 88.54 90.66 101.56 99.86 125.99 134.22 80.41 121.75 81.54 101.10 273.94 203.74 250.93 233.45 145.25 157.14
Draw Down(%) NA 84.20 84.20 92.32 99.74 NA NA 55.65 76.15 30.51 62.60 67.63 80.21 67.63 77.79 87.39 75.86 84.50 79.79 66.09 67.14 72.57 84.05 54.65 56.52 96.91 40.22 76.17 56.52 47.37 80.00 77.78 84.00 92.50 76.00 93.60
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 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 01/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WWR (Westwater Resources, Inc.) -78.23%
Mar 2017 – Mar 2020
-73.88%
Mar 2015 – Mar 2020
-56.77%
Mar 2010 – Mar 2020
-53.42%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WWR (Westwater Resources, Inc.) 242.35%
Apr 2003 – Apr 2006
139.01%
Dec 2002 – Dec 2007
36.75%
Nov 2000 – Nov 2010
-5.86%
Aug 1999 – Aug 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return