Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKE (The Buckle, Inc.) | 0.57% | 33.20% | 32.36% | 38.57% | 10.66% | 13.67% | 13.36% | 14.30% |
Data as of 07/14/2025, AR inception is 05/08/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKE (The Buckle, Inc.) | 05/08/1992 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.83 | 33.20 | 32.36 | 38.57 | 10.66 | 13.67 | 13.36 | 14.30 | 0.57 | 17.49 | 15.02 | 10.91 | 69.97 | 25.01 | 53.20 | -8.76 | 13.81 | -20.17 | -37.08 | 9.46 | 19.13 | 22.73 | 16.09 | 41.53 | 44.91 | -27.66 | 49.14 | 60.73 | 11.02 | 35.34 | 23.63 | -19.28 | 26.98 | 18.57 | -38.28 | -29.93 | 174.00 | 40.85 | 65.12 | -32.81 | -40.47 | 95.45 |
| Sharpe Ratio | NA | 0.85 | 0.85 | 0.88 | 0.20 | NA | NA | 0.27 | -0.16 | 0.34 | 0.36 | 0.22 | 1.52 | 0.37 | 1.14 | -0.22 | 0.29 | -0.54 | -1.26 | 0.42 | 0.82 | 0.74 | 0.37 | 1.04 | 0.88 | -0.37 | 0.84 | 2.00 | 0.25 | 1.36 | 0.85 | -0.55 | 0.74 | 0.30 | -0.59 | -0.45 | 3.34 | 0.67 | 1.30 | -0.78 | -0.71 | 3.10 |
| Standard Deviation(%) | NA | 33.43 | 32.25 | 40.38 | 43.84 | NA | NA | 46.29 | 34.58 | 31.91 | 29.94 | 44.09 | 46.01 | 67.43 | 45.62 | 44.98 | 45.41 | 37.70 | 29.55 | 22.55 | 23.15 | 30.87 | 43.28 | 39.68 | 51.04 | 77.46 | 55.09 | 28.85 | 35.93 | 25.23 | 27.12 | 37.41 | 33.96 | 47.65 | 70.50 | 73.67 | 50.74 | 55.53 | 47.21 | 46.12 | 59.63 | 57.36 |
| Draw Down(%) | NA | 33.91 | 33.91 | 41.85 | 65.44 | NA | NA | 79.93 | 30.80 | 20.26 | 33.61 | 35.55 | 22.67 | 52.91 | 21.97 | 36.18 | 38.08 | 40.37 | 43.34 | 13.85 | 17.79 | 25.47 | 27.67 | 40.76 | 31.83 | 75.00 | 23.56 | 20.98 | 30.58 | 13.87 | 17.68 | 36.81 | 28.59 | 34.91 | 59.92 | 76.01 | 23.37 | 40.37 | 16.44 | 47.53 | 60.78 | 21.05 |
| Yield(%) | 0.00 | 8.27 | 14.27 | 26.87 | 6.82 | 11.65 | 14.19 | 84.37 | 5.58 | 8.11 | 8.94 | 2.53 | 24.38 | 15.93 | 9.01 | 10.29 | 7.48 | 6.70 | 7.00 | 4.08 | 1.33 | 13.66 | 7.85 | 11.13 | 11.64 | 12.97 | 2.22 | 2.17 | 1.89 | 1.89 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 05/08/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKE (The Buckle, Inc.) |
-28.87%
Aug 2014 - Aug 2017 |
-18.79%
Mar 1998 - Mar 2003 |
-1.96%
Aug 2007 - Aug 2017 |
5.96%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKE (The Buckle, Inc.) |
93.91%
Mar 1995 - Mar 1998 |
48.14%
Sep 2003 - Sep 2008 |
27.33%
May 2003 - May 2013 |
21.26%
Sep 1993 - Sep 2008 |
Annualized Rolling Returns Comparison Chart