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
NWXPF (Newport Exploration Ltd) -20.00% -55.56% -38.89% -29.09% -0.96% NA NA
Data as of 06/17/2026, Common starting date is 10/28/2013
More Performance Analytics Comparison
Name Start Date End Date
NWXPF (Newport Exploration Ltd) 10/28/2013 06/17/2026
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
Annualized Return (%) -20.00 -55.56 -38.89 -29.09 -0.96 NA NA -20.00 0.00 -68.29 -11.21 -27.77 8.49 54.63 119.95 14.45 14.21 108.57 -30.09 228.41 46.67
Sharpe Ratio NA -0.03 -0.05 -0.06 0.02 NA NA 0.54 0.00 -0.22 -0.10 -0.26 0.12 1.09 3.52 0.28 0.26 1.54 -0.32 2.05 3.77
Standard Deviation(%) NA 544.88 472.74 371.86 265.12 NA NA 340.98 709.72 322.03 144.38 114.55 69.22 49.69 33.66 46.13 52.75 70.44 95.13 111.34 211.27
Draw Down(%) NA 94.29 96.00 96.00 96.00 NA NA 60.00 96.00 90.48 54.14 54.58 37.25 41.98 10.37 28.88 26.32 23.28 67.26 49.99 38.13
Yield(%) 0.00 0.00 4.56 6.67 16.21 61.36 46.02 0.00 0.00 5.80 14.96 11.44 15.47 16.14 35.15 26.54 23.38 64.60 34.60 0.00 0.00
Data as of 06/17/2026, Common starting date is 10/28/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWXPF (Newport Exploration Ltd) -56.15%
Mar 2022 – Mar 2025
-30.30%
Jan 2021 – Jan 2026
-6.61%
Mar 2015 – Mar 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NWXPF (Newport Exploration Ltd) 110.99%
Nov 2013 – Nov 2016
68.20%
Nov 2013 – Nov 2018
42.23%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return