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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BKBK (Britton & Koontz Capital Corp) NA 58.71% 5.88% 12.38% 2.43% 2.56% NA 14.93%
Data as of 02/18/2014, AR inception is 10/17/1996
More Performance Analytics Comparison
Name Start Date End Date
BKBK (Britton & Koontz Capital Corp) 10/17/1996 02/18/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 58.71 5.88 12.38 2.43 2.56 NA 14.93 0.31 92.73 10.00 -30.60 4.13 2.03 -20.11 -16.93 -2.87 19.70 9.55 22.85 1.41 30.73 -33.41 -2.20 -7.80 61.52 408.74
Sharpe Ratio NA 2.30 0.10 0.16 0.02 NA NA 0.07 1.20 3.38 0.21 -0.45 0.10 0.03 -0.30 -0.76 -0.26 0.62 0.27 0.69 0.01 0.69 -0.56 -0.22 -0.35 0.01 461.87
Standard Deviation(%) NA 25.49 61.29 77.98 62.52 NA NA 142.88 2.07 27.42 47.39 68.03 41.90 62.66 70.81 26.18 23.89 28.10 31.38 32.19 37.68 41.99 66.32 25.21 31.74 480.72 670.26
Draw Down(%) NA 8.39 61.31 61.31 68.25 NA NA 78.33 0.31 8.39 32.52 61.31 23.44 37.01 40.06 18.81 20.27 13.72 16.25 11.78 31.02 17.44 40.31 14.62 21.74 78.33 74.00
Yield(%) 0.00 0.00 1.29 3.77 3.04 3.00 4.84 5.69 0.00 0.00 0.00 4.80 6.26 5.54 4.70 3.64 3.41 3.78 3.77 4.38 4.01 5.08 3.20 3.00 2.68 1.00 10.67
Data as of 02/18/2014, AR inception is 10/17/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKBK (Britton & Koontz Capital Corp) -18.27%
Mar 2006 - Mar 2009 		-18.00%
Nov 2006 - Nov 2011 		-4.60%
Jun 2002 - Jun 2012 		-2.63%
Dec 1997 - Dec 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKBK (Britton & Koontz Capital Corp) 62.48%
Mar 1997 - Mar 2000 		31.16%
Mar 1997 - Mar 2002 		19.77%
Mar 1997 - Mar 2007 		9.50%
Mar 1997 - Mar 2012
Annualized Rolling Returns Comparison Chart