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
SLI (Standard Lithium Ltd) -21.48% 86.70% -6.25% -8.69% 15.51% NA NA
Data as of 06/16/2026, Common starting date is 05/31/2013
More Performance Analytics Comparison
Name Start Date End Date
SLI (Standard Lithium Ltd) 05/31/2013 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 2015 2014 2013 1987
Annualized Return (%) 2.93 86.70 -6.25 -8.69 15.51 NA NA -21.48 211.64 -26.24 -31.53 -69.93 -99.32 -11.47 130,544.80 525.00 -55.56 -42.31 -32.17 -38.17 4.49 0.00
Sharpe Ratio NA 1.33 -0.13 0.04 0.02 NA NA -0.57 2.84 -0.40 -0.53 -0.80 -0.11 -1.01 64.31 2.19 -0.91 -1.38 -1.10 -1.13 -0.34 NA
Standard Deviation(%) NA 77.63 75.69 89.35 577.78 NA NA 72.34 75.54 82.72 67.96 89.81 900.41 46.89 2,088.44 229.36 82.05 55.27 46.27 50.10 48.00 0.00
Draw Down(%) NA 42.83 78.17 91.51 99.94 NA NA 42.83 41.00 48.02 63.73 69.93 99.82 28.74 99.89 73.00 59.57 67.24 46.92 63.16 34.00 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 0.00 0.00 0.00 0.00
Data as of 06/16/2026, Common starting date is 05/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLI (Standard Lithium Ltd) -91.03%
Mar 2021 – Mar 2024
-73.35%
Jun 2020 – Jun 2025
-7.01%
Feb 2015 – Feb 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLI (Standard Lithium Ltd) 1,540.54%
Feb 2017 – Feb 2020
332.99%
Apr 2015 – Apr 2020
15.66%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return