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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BKPKF (Bank Polska Kasa Opieki S.A) 54.53% 38.51% 100.36% 71.79% 27.42% NA NA 24.44%
Data as of 07/24/2025, AR inception is 05/17/2013
More Performance Analytics Comparison
Name Start Date End Date
BKPKF (Bank Polska Kasa Opieki S.A) 05/17/2013 07/24/2025
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 38.51 100.36 71.79 27.42 NA NA 24.44 54.53 99.81 212.85 -31.89 126.59 -45.28 23.39 11.17 64.79 -38.82 0.00 -1.03 23.48
Sharpe Ratio NA 0.46 1.18 0.73 0.34 NA NA 0.33 1.45 0.99 1.74 -0.27 2.84 -0.52 0.74 0.23 1.50 -0.81 0.00 -0.20 1.62
Standard Deviation(%) NA 76.48 98.32 95.16 77.14 NA NA 70.16 83.20 96.99 121.71 122.66 44.57 87.92 29.53 43.17 42.88 48.01 NA 5.27 24.81
Draw Down(%) NA 27.44 42.72 63.42 63.42 NA NA 63.42 27.44 27.23 42.72 63.42 1.35 56.51 7.34 26.78 11.28 40.70 0.00 4.82 6.44
Yield(%) 0.00 0.00 42.91 42.02 10.31 8.40 6.30 10.50 0.00 55.14 24.70 15.02 22.14 0.00 23.08 24.50 30.73 14.41 0.00 0.00 0.00
Data as of 07/24/2025, AR inception is 05/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKPKF (Bank Polska Kasa Opieki S.A) -16.22%
Sep 2017 - Sep 2020
-9.67%
Apr 2015 - Apr 2020
3.62%
Jun 2013 - Jun 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKPKF (Bank Polska Kasa Opieki S.A) 101.34%
Apr 2022 - Apr 2025
81.89%
Apr 2020 - Apr 2025
28.18%
Apr 2015 - Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart