Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKD (Brookdale Senior Living Inc.) | 10.19% | 79.61% | 49.76% | 11.86% | -4.10% | -5.49% | -7.33% | … | … |
Data as of 06/04/2026, Common starting date is 11/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKD (Brookdale Senior Living Inc.) | 11/22/2005 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.75 | 79.61 | 49.76 | 11.86 | -4.10 | -5.49 | -7.33 | … | … | 10.19 | 116.50 | -12.89 | 113.19 | -47.09 | 16.48 | -39.06 | 8.51 | -32.14 | -21.90 | -32.72 | -49.66 | 34.92 | 7.35 | 45.60 | -18.78 | 17.70 | 225.99 | -79.61 | -37.76 | 66.82 | 34.66 |
| Sharpe Ratio | NA | 2.57 | 1.16 | 0.21 | -0.08 | NA | NA | … | … | 1.26 | 2.83 | -0.47 | 1.73 | -0.72 | 0.31 | -0.34 | 0.18 | -0.68 | -0.53 | -0.65 | -1.61 | 1.59 | 0.28 | 1.27 | -0.38 | 0.41 | 2.58 | -0.75 | -1.36 | 1.87 | 36.78 |
| Standard Deviation(%) | NA | 37.33 | 44.98 | 53.29 | 59.48 | NA | NA | … | … | 40.87 | 41.17 | 41.65 | 63.81 | 67.54 | 53.57 | 113.97 | 38.58 | 48.98 | 42.27 | 50.61 | 30.88 | 22.00 | 26.18 | 36.17 | 49.79 | 43.18 | 87.70 | 106.74 | 30.15 | 34.20 | 45.86 |
| Draw Down(%) | NA | 23.61 | 43.55 | 73.14 | 90.58 | NA | NA | … | … | 23.61 | 18.05 | 38.30 | 31.88 | 64.17 | 46.06 | 79.26 | 28.25 | 39.39 | 45.85 | 41.61 | 54.34 | 14.05 | 16.72 | 22.30 | 58.86 | 42.14 | 63.57 | 88.49 | 41.90 | 23.67 | 3.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | … | … | 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 | 2.69 | 4.15 | 5.04 | 0.98 |
Data as of 06/04/2026, Common starting date is 11/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKD (Brookdale Senior Living Inc.) |
-50.04%
Feb 2006 – Feb 2009 |
-41.44%
Mar 2015 – Mar 2020 |
-21.56%
Mar 2013 – Mar 2023 |
-15.28%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKD (Brookdale Senior Living Inc.) |
73.34%
Jan 2023 – Jan 2026 |
55.83%
Feb 2009 – Feb 2014 |
5.76%
Nov 2008 – Nov 2018 |
1.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart