Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKAF (AP Moeller – Maersk A/S A) | 9.89% | 44.76% | 19.39% | 10.27% | 16.19% | 21.26% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKAF (AP Moeller – Maersk A/S A) | 04/30/2008 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.77 | 44.76 | 19.39 | 10.27 | 16.19 | 21.26 | NA | … | … | 9.89 | 65.09 | -4.72 | 4.13 | -20.36 | 57.85 | 60.82 | 28.62 | -30.39 | 14.82 | 18.66 | 169.85 | -0.22 | 63.88 | 34.96 | -19.79 | 31.61 | 43.45 | -50.00 |
| Sharpe Ratio | NA | 1.13 | 0.32 | 0.15 | 0.30 | NA | NA | … | … | 0.29 | 1.14 | -0.14 | 0.01 | -0.39 | 1.41 | 1.22 | 0.77 | -0.90 | 0.48 | 0.44 | 1.20 | -0.01 | 2.25 | 1.28 | -0.49 | 1.20 | 1.16 | -1.15 |
| Standard Deviation(%) | NA | 48.98 | 55.77 | 53.16 | 46.84 | NA | NA | … | … | 49.38 | 54.91 | 61.17 | 49.60 | 55.54 | 41.05 | 49.56 | 35.33 | 35.59 | 29.86 | 41.84 | 142.00 | 31.55 | 28.37 | 27.50 | 40.53 | 26.16 | 37.24 | 56.37 |
| Draw Down(%) | NA | 18.25 | 37.49 | 46.76 | 60.81 | NA | NA | … | … | 18.25 | 21.31 | 34.69 | 32.77 | 46.00 | 19.93 | 49.74 | 22.47 | 33.27 | 20.10 | 21.15 | 43.92 | 29.46 | 8.47 | 21.70 | 41.61 | 10.33 | 17.24 | 55.56 |
| Yield(%) | 0.00 | 4.31 | 5.99 | 9.21 | 12.39 | 13.74 | 11.12 | … | … | 3.24 | 10.66 | 4.04 | 26.82 | 10.66 | 2.56 | 1.63 | 12.91 | 1.47 | 1.45 | 3.50 | 85.96 | 2.59 | 16.50 | 16.08 | 11.49 | 4.71 | 12.04 | 30.09 |
Data as of 06/03/2026, Common starting date is 04/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKAF (AP Moeller – Maersk A/S A) |
-14.15%
Mar 2017 – Mar 2020 |
-13.52%
Mar 2015 – Mar 2020 |
5.89%
Mar 2015 – Mar 2025 |
16.71%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKAF (AP Moeller – Maersk A/S A) |
103.23%
Mar 2012 – Mar 2015 |
56.92%
Mar 2010 – Mar 2015 |
34.33%
Jan 2012 – Jan 2022 |
24.56%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart