Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKIMF (Bankinter S.A) | 2.77% | 61.31% | 52.59% | 30.66% | 13.66% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKIMF (Bankinter S.A) | 08/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | 61.31 | 52.59 | 30.66 | 13.66 | NA | NA | … | … | 2.77 | 117.71 | 32.32 | 2.93 | 28.77 | -2.78 | -14.10 | -11.52 | -12.19 | 38.91 | -4.77 | 0.68 | 18.39 | 142.46 | 1.40 |
| Sharpe Ratio | NA | 1.76 | 1.44 | 0.81 | 0.09 | NA | NA | … | … | 1.20 | 3.29 | 1.22 | -0.02 | 0.58 | -0.01 | -0.04 | -0.54 | -0.61 | 1.29 | -0.83 | 0.21 | 1.22 | 2.49 | 1.59 |
| Standard Deviation(%) | NA | 33.25 | 29.26 | 34.84 | 139.25 | NA | NA | … | … | 3.67 | 35.74 | 23.51 | 32.20 | 47.24 | 235.41 | 366.72 | 24.01 | 22.43 | 29.90 | 6.03 | 3.07 | 15.12 | 57.23 | 2.20 |
| Draw Down(%) | NA | 3.00 | 13.29 | 27.69 | 76.68 | NA | NA | … | … | 0.27 | 3.00 | 7.00 | 23.94 | 27.69 | 34.27 | 65.40 | 26.46 | 25.13 | 0.00 | 7.05 | 2.55 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 7.34 | 8.84 | 6.90 | 4.50 | 8.74 | 6.56 | … | … | 0.00 | 11.74 | 1.90 | 7.65 | 5.48 | 3.23 | 1.63 | 4.13 | 3.60 | 3.97 | 3.01 | 3.18 | 1.93 | 4.48 | 1.38 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKIMF (Bankinter S.A) |
-21.68%
Jan 2018 – Jan 2021 |
-10.81%
Mar 2015 – Mar 2020 |
3.09%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKIMF (Bankinter S.A) |
54.10%
Aug 2022 – Aug 2025 |
39.91%
Nov 2020 – Nov 2025 |
13.42%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart