Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERK (Berkshire Bancorp Inc) | NA | 13.92% | 1.10% | 0.72% | 5.24% | -1.32% | 1.41% | … | … |
Data as of 11/07/2022, Common starting date is 03/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERK (Berkshire Bancorp Inc) | 03/28/1990 | 11/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 13.92 | 1.10 | 0.72 | 5.24 | -1.32 | 1.41 | … | … | 14.13 | 9.00 | -0.99 | -22.90 | 4.80 | 35.14 | 20.87 | -7.75 | 16.92 | -10.36 | 16.80 | 30.33 | -9.33 | 27.66 | -70.05 | -2.12 | -2.03 | -16.14 | 23.74 | 46.78 | 22.29 | -2.58 | -14.61 | 0.88 | 11.11 | 133.33 | 54.29 | -31.37 | 50.00 | 54.55 | -15.38 | 13.04 | -23.33 |
| Sharpe Ratio | NA | 0.19 | 0.01 | 0.00 | 0.14 | NA | NA | … | … | 0.30 | 0.28 | -0.02 | -2.28 | 0.23 | 0.78 | 0.59 | -0.44 | 0.85 | -0.42 | 0.43 | 0.59 | -0.18 | 0.32 | -0.71 | -0.18 | -0.20 | -0.61 | 0.73 | 1.48 | 1.03 | -0.18 | -0.52 | -0.06 | 0.12 | 2.47 | 1.14 | -0.48 | 1.03 | 0.99 | -0.24 | 0.12 | -0.45 |
| Standard Deviation(%) | NA | 48.36 | 47.03 | 36.83 | 33.24 | NA | NA | … | … | 52.32 | 32.15 | 63.86 | 10.64 | 15.01 | 44.24 | 35.07 | 17.74 | 20.00 | 24.93 | 39.13 | 51.58 | 53.21 | 86.82 | 99.80 | 27.90 | 27.17 | 29.78 | 31.30 | 31.21 | 20.48 | 28.40 | 36.12 | 38.64 | 63.77 | 52.17 | 44.03 | 73.91 | 45.46 | 52.79 | 74.29 | 74.22 | 76.13 |
| Draw Down(%) | NA | 18.93 | 29.15 | 38.19 | 39.07 | NA | NA | … | … | 18.93 | 10.73 | 20.43 | 25.19 | 7.69 | 17.54 | 19.47 | 12.07 | 8.13 | 22.62 | 16.45 | 34.80 | 42.78 | 34.38 | 74.57 | 17.27 | 11.09 | 25.49 | 20.97 | 12.91 | 7.98 | 14.84 | 22.02 | 26.21 | 27.38 | 17.70 | 23.64 | 60.00 | 26.47 | 27.27 | 37.93 | 25.81 | 33.87 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 0.23 | 0.24 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 1.17 | 0.00 | 0.94 | 1.07 | 0.00 | 0.00 | 0.00 | 1.29 | 1.13 | 0.94 | 0.71 | 0.43 | 0.79 | 0.78 | 0.83 | 1.83 | 0.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2022, Common starting date is 03/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERK (Berkshire Bancorp Inc) |
-36.81%
Mar 2006 – Mar 2009 |
-26.22%
Mar 2004 – Mar 2009 |
-9.36%
Apr 1999 – Apr 2009 |
-4.60%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERK (Berkshire Bancorp Inc) |
61.98%
Jun 1995 – Jun 1998 |
57.64%
May 1993 – May 1998 |
24.52%
May 1993 – May 2003 |
18.02%
Feb 1993 – Feb 2008 |
Annualized Rolling Returns Comparison Chart