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
BXXRF (ExGen Resources Inc) -12.50% 16.67% -4.35% 0.00% NA NA NA
Data as of 06/16/2026, Common starting date is 09/09/2016
More Performance Analytics Comparison
Name Start Date End Date
BXXRF (ExGen Resources Inc) 09/09/2016 06/16/2026
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
Annualized Return (%) 16.67 16.67 -4.35 0.00 NA NA NA -12.50 80.00 -28.57 -22.22 5.88 -30.00 426.32 -62.75 -71.98 5,966.67 0.00
Sharpe Ratio NA -0.20 -0.07 -0.02 NA NA NA -0.21 0.89 -0.34 -0.25 0.05 -0.39 2.67 -0.39 -0.41 3.99 0.00
Standard Deviation(%) NA 125.83 107.46 102.24 NA NA NA 135.21 88.54 103.07 108.73 90.51 93.34 158.03 164.16 177.11 753.48 NA
Draw Down(%) NA 50.00 55.56 63.64 NA NA NA 50.00 40.00 55.56 63.64 45.45 40.64 49.86 81.37 74.50 47.71 0.00
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 0.00 0.00 0.00 0.00
Data as of 06/16/2026, Common starting date is 09/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BXXRF (ExGen Resources Inc) -28.88%
Aug 2020 – Aug 2023
-17.21%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BXXRF (ExGen Resources Inc) 259.17%
Aug 2017 – Aug 2020
82.06%
Aug 2017 – Aug 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return