Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKBY (AP Moeller-Maersk AS) | 25.10% | 57.09% | 24.78% | 12.54% | 17.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKBY (AP Moeller-Maersk AS) | 03/15/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.16 | 57.09 | 24.78 | 12.54 | 17.41 | NA | NA | … | … | 25.10 | 52.08 | 0.17 | 10.75 | -29.46 | 64.31 | 61.56 | 30.25 | -27.07 | 10.09 | 27.29 | -27.69 | -6.76 | 46.25 | -2.64 |
| Sharpe Ratio | NA | 1.07 | 0.45 | 0.21 | 0.37 | NA | NA | … | … | 0.64 | 1.24 | -0.08 | 0.18 | -0.63 | 1.79 | 1.25 | 0.91 | -0.80 | 0.36 | 0.70 | -0.97 | -0.14 | 2.15 | -0.11 |
| Standard Deviation(%) | NA | 35.58 | 41.17 | 41.69 | 39.41 | NA | NA | … | … | 39.14 | 39.91 | 43.47 | 39.59 | 49.21 | 35.95 | 48.85 | 31.52 | 35.51 | 26.44 | 38.60 | 28.54 | 46.98 | 21.49 | 30.43 |
| Draw Down(%) | NA | 20.75 | 36.38 | 49.41 | 62.11 | NA | NA | … | … | 20.75 | 21.35 | 34.70 | 33.88 | 49.41 | 19.12 | 50.00 | 22.87 | 37.12 | 27.00 | 18.06 | 42.11 | 48.47 | 13.06 | 24.38 |
| Yield(%) | 0.00 | 4.16 | 7.05 | 9.31 | 12.62 | 8.59 | 6.44 | … | … | 3.30 | 9.19 | 7.44 | 27.44 | 10.51 | 2.32 | 1.52 | 14.33 | 1.36 | 1.34 | 3.55 | 11.93 | 2.38 | 2.72 | 2.22 |
Data as of 06/04/2026, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKBY (AP Moeller-Maersk AS) |
-15.03%
May 2017 – May 2020 |
-12.14%
Mar 2015 – Mar 2020 |
2.67%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKBY (AP Moeller-Maersk AS) |
51.22%
Dec 2018 – Dec 2021 |
29.97%
Mar 2020 – Mar 2025 |
16.61%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart