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
ALM (Almonty Industries Inc. Common Shares) NA 241.79% 161.59% 51.64% 41.86% NA NA
Data as of 06/12/2026, Common starting date is 06/17/2013
More Performance Analytics Comparison
Name Start Date End Date
ALM (Almonty Industries Inc. Common Shares) 06/17/2013 06/12/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 241.79 161.59 51.64 41.86 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 06/12/2026, Common starting date is 06/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALM (Almonty Industries Inc. Common Shares) -44.63%
Oct 2013 – Oct 2016
-14.61%
Jan 2014 – Jan 2019
-9.74%
Aug 2013 – Aug 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ALM (Almonty Industries Inc. Common Shares) 171.63%
May 2023 – May 2026
61.35%
Apr 2021 – Apr 2026
44.15%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return