Performance Comparison
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 07/25/2025, 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 | 07/25/2025 |
| 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 | 1.00 | 0.73 | 0.34 | NA | NA | 0.33 | 1.40 | 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 | 97.03 | 95.16 | 77.14 | NA | NA | 70.10 | 81.68 | 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 07/25/2025, 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