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
BELGF (Bellevue Gold Limited) -16.22% 55.00% 1.86% 8.80% NA NA NA
Data as of 06/09/2026, Common starting date is 04/17/2020
More Performance Analytics Comparison
Name Start Date End Date
BELGF (Bellevue Gold Limited) 04/17/2020 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -16.22 55.00 1.86 8.80 NA NA NA -16.22 70.42 -38.26 43.75 23.08 -26.14 144.44
Sharpe Ratio NA 0.65 0.00 0.04 NA NA NA -0.40 1.07 -0.13 0.73 0.26 -0.47 2.84
Standard Deviation(%) NA 69.97 203.47 163.41 NA NA NA 83.34 64.29 339.99 54.45 84.82 55.99 88.84
Draw Down(%) NA 36.23 94.68 94.68 NA NA NA 36.23 39.02 92.45 24.77 53.75 50.00 37.00
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
Data as of 06/09/2026, Common starting date is 04/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BELGF (Bellevue Gold Limited) -7.17%
Apr 2022 – Apr 2025
-9.06%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BELGF (Bellevue Gold Limited) 37.13%
Apr 2021 – Apr 2024
15.05%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return