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
USHAF (Usha Resources Ltd) -25.00% 50.00% -46.87% -28.47% NA NA NA
Data as of 06/09/2026, Common starting date is 09/29/2020
More Performance Analytics Comparison
Name Start Date End Date
USHAF (Usha Resources Ltd) 09/29/2020 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 (%) -25.00 50.00 -46.87 -28.47 NA NA NA -25.00 -25.00 -33.33 -64.71 -22.23 25.06 -12.60
Sharpe Ratio NA 0.38 -0.21 -0.15 NA NA NA -0.02 -0.10 -0.20 -0.59 -0.30 0.35 -0.18
Standard Deviation(%) NA 258.72 215.44 173.68 NA NA NA 138.93 282.66 199.26 116.74 78.08 68.31 256.89
Draw Down(%) NA 75.00 95.24 96.67 NA NA NA 33.33 75.00 70.00 86.67 50.00 33.68 26.20
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 09/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USHAF (Usha Resources Ltd) -64.84%
Jul 2022 – Jul 2025
-31.57%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USHAF (Usha Resources Ltd) -24.12%
Apr 2021 – Apr 2024
-20.32%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return