Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKRIF (Bank of Ireland Group PLC) | 69.18% | 40.90% | 42.57% | 52.82% | NA | NA | NA | 13.75% |
Data as of 07/25/2025, AR inception is 07/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKRIF (Bank of Ireland Group PLC) | 07/26/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.66 | 40.90 | 42.57 | 52.82 | NA | NA | NA | 13.75 | 69.18 | 8.20 | 1.42 | 63.04 | 38.08 | -16.49 | -2.95 | -31.70 | 6.54 |
| Sharpe Ratio | NA | 0.67 | 0.81 | 1.00 | NA | NA | NA | 0.19 | 3.02 | 0.04 | -0.06 | 1.02 | 0.93 | -0.20 | -0.10 | -1.02 | 0.36 |
| Standard Deviation(%) | NA | 44.12 | 46.92 | 49.31 | NA | NA | NA | 51.10 | 45.14 | 44.10 | 44.46 | 60.90 | 41.12 | 81.76 | 44.27 | 32.56 | 41.13 |
| Draw Down(%) | NA | 25.11 | 25.11 | 32.50 | NA | NA | NA | 85.59 | 25.11 | 24.59 | 20.09 | 32.50 | 26.96 | 75.41 | 47.51 | 46.04 | 19.62 |
| Yield(%) | 0.00 | 6.04 | 8.77 | 15.51 | 2.59 | 1.73 | 1.30 | 3.70 | 3.27 | 10.96 | 2.41 | 0.93 | 0.00 | 3.15 | 2.80 | 1.41 | 0.00 |
Data as of 07/25/2025, AR inception is 07/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKRIF (Bank of Ireland Group PLC) |
-35.96%
Sep 2017 - Sep 2020 |
-3.02%
Aug 2017 - Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKRIF (Bank of Ireland Group PLC) |
79.98%
Mar 2020 - Mar 2023 |
53.80%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart