Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKLRF (Berkeley Energy Ltd) | -7.69% | -10.00% | 4.00% | -4.78% | -3.23% | -5.71% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKLRF (Berkeley Energy Ltd) | 06/25/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.00 | 4.00 | -4.78 | -3.23 | -5.71 | NA | … | … | -7.69 | 69.57 | 27.78 | -18.18 | 22.22 | -62.50 | 182.35 | 54.55 | -86.25 | 25.00 | 82.86 | 66.67 | 10.53 | -53.66 | 7.89 | -78.03 | 63.21 | 863.64 | -84.51 |
| Sharpe Ratio | NA | -0.09 | 0.07 | -0.08 | -0.05 | NA | NA | … | … | -0.12 | 0.64 | 0.47 | -0.26 | 0.31 | -0.49 | 1.07 | 0.49 | -0.96 | 0.39 | 1.33 | 0.91 | 0.17 | -0.84 | 0.19 | -0.91 | 1.94 | 7.93 | -0.35 |
| Standard Deviation(%) | NA | 146.77 | 101.78 | 100.80 | 104.37 | NA | NA | … | … | 175.13 | 106.94 | 45.25 | 87.14 | 67.66 | 126.90 | 168.41 | 108.19 | 91.38 | 62.88 | 62.21 | 73.05 | 63.34 | 64.20 | 41.03 | 85.55 | 32.51 | 108.87 | 279.37 |
| Draw Down(%) | NA | 56.00 | 64.00 | 78.43 | 91.30 | NA | NA | … | … | 50.00 | 44.00 | 18.52 | 64.00 | 63.64 | 81.67 | 64.47 | 61.54 | 86.25 | 44.57 | 21.54 | 31.82 | 34.38 | 62.75 | 22.92 | 83.16 | 13.20 | 5.26 | 86.75 |
| Yield(%) | 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 06/03/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKLRF (Berkeley Energy Ltd) |
-52.11%
Dec 2010 – Dec 2013 |
-32.35%
Mar 2010 – Mar 2015 |
-22.82%
Mar 2010 – Mar 2020 |
-10.91%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKLRF (Berkeley Energy Ltd) |
56.18%
Dec 2014 – Dec 2017 |
30.45%
Mar 2020 – Mar 2025 |
13.49%
Jan 2009 – Jan 2019 |
4.73%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart