Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKH (Black Hills Corporation) | -2.19% | 8.01% | -4.54% | 4.07% | 6.10% | 8.21% | 6.04% | 7.08% |
Data as of 06/27/2025, AR inception is 02/22/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKH (Black Hills Corporation) | 02/22/1973 | 06/27/2025 |
| 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 8.01 | -4.54 | 4.07 | 6.10 | 8.21 | 6.04 | 7.08 | -2.19 | 13.57 | -19.98 | 3.06 | 18.84 | -19.05 | 28.60 | 7.98 | 0.81 | 36.04 | -9.31 | 3.94 | 49.13 | 13.14 | 17.30 | 18.32 | 5.08 | -36.18 | 23.48 | 10.82 | 16.95 | 7.31 | 17.40 | -18.30 | -22.14 | 110.43 | -15.88 | -25.18 | 25.33 | 13.64 | 15.79 | -6.04 | -17.27 | -33.53 | 36.21 | 6.11 | 13.37 | 8.60 | 6.90 | 6.75 | 50.93 | 20.67 | 36.64 | 42.39 | -10.68 | -1.90 | 5.00 | 6.38 | 15.34 | 13.19 | 46.94 | -26.87 | -1.47 |
| Sharpe Ratio | NA | 0.36 | -0.22 | 0.11 | 0.17 | NA | NA | 0.15 | -0.40 | 0.35 | -1.02 | 0.07 | 0.88 | -0.37 | 1.61 | 0.34 | 0.01 | 1.57 | -0.35 | 0.21 | 2.57 | 0.73 | 0.64 | 0.76 | 0.15 | -0.77 | 0.86 | 0.41 | 0.73 | 0.29 | 0.66 | -0.52 | -0.66 | 3.58 | -0.84 | -0.54 | 1.22 | 0.61 | 0.57 | -0.40 | -1.04 | -0.82 | 1.93 | 0.06 | 0.47 | 0.26 | 0.10 | 0.09 | 2.58 | 0.78 | 1.31 | 1.55 | -0.95 | -0.39 | -0.10 | 0.06 | 0.61 | 0.59 | 2.15 | -1.72 | -0.33 |
| Standard Deviation(%) | NA | 19.44 | 22.75 | 23.38 | 26.14 | NA | NA | 25.54 | 20.92 | 20.01 | 23.98 | 25.16 | 21.38 | 52.00 | 16.90 | 19.70 | 14.42 | 22.76 | 26.52 | 18.79 | 19.12 | 18.13 | 27.00 | 24.10 | 33.20 | 48.02 | 23.93 | 18.54 | 20.23 | 21.66 | 25.36 | 37.67 | 37.54 | 29.69 | 22.82 | 52.91 | 17.86 | 16.43 | 21.11 | 22.28 | 18.47 | 43.69 | 16.73 | 14.34 | 16.16 | 15.24 | 27.95 | 28.70 | 17.72 | 17.79 | 23.14 | 22.41 | 21.79 | 25.67 | 21.40 | 21.79 | 19.13 | 16.47 | 19.90 | 18.80 | 20.86 |
| Draw Down(%) | NA | 13.80 | 37.00 | 37.00 | 40.45 | NA | NA | 65.73 | 8.79 | 11.46 | 32.68 | 22.84 | 14.20 | 40.45 | 8.66 | 15.62 | 19.37 | 11.02 | 27.94 | 22.07 | 13.84 | 11.22 | 22.64 | 18.09 | 45.83 | 47.94 | 11.50 | 11.39 | 21.11 | 15.66 | 20.30 | 46.99 | 54.26 | 17.96 | 22.27 | 41.55 | 9.48 | 12.44 | 16.67 | 20.88 | 20.98 | 44.89 | 13.08 | 14.64 | 11.30 | 12.89 | 19.90 | 25.56 | 11.03 | 13.44 | 17.92 | 9.00 | 18.84 | 24.32 | 18.92 | 20.76 | 23.83 | 21.59 | 8.45 | 37.93 | 15.00 |
| Yield(%) | 0.00 | 4.90 | 3.50 | 4.39 | 4.92 | 6.60 | 4.87 | 43.23 | 2.33 | 4.71 | 3.55 | 3.45 | 3.81 | 2.83 | 3.35 | 3.26 | 2.99 | 3.60 | 3.05 | 3.03 | 4.03 | 4.47 | 4.80 | 5.36 | 5.20 | 3.25 | 3.62 | 3.74 | 4.25 | 4.15 | 4.47 | 3.50 | 2.94 | 4.94 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/27/2025, AR inception is 02/22/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKH (Black Hills Corporation) |
-20.29%
Nov 1991 - Nov 1994 |
-8.57%
Jul 1991 - Jul 1996 |
-3.33%
Feb 1992 - Feb 2002 |
0.54%
Feb 1988 - Feb 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKH (Black Hills Corporation) |
40.27%
Aug 1983 - Aug 1986 |
35.88%
Oct 1981 - Oct 1986 |
21.90%
Feb 1982 - Feb 1992 |
16.32%
Sep 1974 - Sep 1989 |
Annualized Rolling Returns Comparison Chart