Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKGFF (The Berkeley Group Holdings plc) | NA | -21.22% | 12.15% | 3.81% | 2.74% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKGFF (The Berkeley Group Holdings plc) | 08/02/2013 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.22 | 12.15 | 3.81 | 2.74 | NA | NA | … | … | 1.89 | 23.89 | 15.48 | -28.66 | 14.58 | 6.42 | 49.79 | -16.34 | 47.26 | -33.33 | 32.38 | 17.65 | 0.00 |
| Sharpe Ratio | NA | -0.73 | 0.31 | 0.06 | 0.04 | NA | NA | … | … | -0.02 | 0.84 | 0.52 | -0.90 | 0.54 | 0.12 | 1.27 | -0.78 | 2.37 | -0.68 | 1.13 | 0.77 | 0.00 |
| Standard Deviation(%) | NA | 33.39 | 28.03 | 28.95 | 34.57 | NA | NA | … | … | 25.04 | 27.88 | 21.96 | 33.42 | 26.84 | 51.23 | 38.05 | 22.71 | 19.73 | 48.97 | 28.55 | 22.86 | NA |
| Draw Down(%) | NA | 26.14 | 27.26 | 49.37 | 49.37 | NA | NA | … | … | 9.15 | 6.88 | 10.57 | 42.55 | 21.11 | 33.74 | 15.79 | 26.72 | 5.62 | 46.18 | 13.37 | 5.66 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.91 | 2.43 | 1.63 | 1.70 | 1.27 | … | … | 0.00 | 8.92 | 2.79 | 0.32 | 0.16 | 3.44 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKGFF (The Berkeley Group Holdings plc) |
-6.35%
Dec 2015 – Dec 2018 |
-1.11%
Oct 2017 – Oct 2022 |
3.57%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKGFF (The Berkeley Group Holdings plc) |
22.66%
Dec 2016 – Dec 2019 |
20.52%
Nov 2016 – Nov 2021 |
8.25%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart