Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKGFF (The Berkeley Group Holdings plc) | 12.15% | -9.00% | 10.55% | 4.44% | 4.57% | NA | NA | 7.67% |
Data as of 07/14/2025, AR inception is 08/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKGFF (The Berkeley Group Holdings plc) | 08/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.00 | 10.55 | 4.44 | 4.57 | NA | NA | 7.67 | 12.15 | 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 | -0.14 | 0.24 | 0.08 | 0.09 | NA | NA | 0.18 | 0.74 | 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 | 40.03 | 30.37 | 29.63 | 34.50 | NA | NA | 32.73 | 27.95 | 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 | 27.26 | 27.26 | 49.37 | 49.37 | NA | NA | 49.37 | 4.48 | 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 | 6.12 | 4.41 | 2.65 | 1.77 | 1.70 | 1.27 | 2.31 | 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 07/14/2025, AR inception 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 |
5.23%
Jan 2015 - Jan 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