Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BKRIY (Bank of Ireland Group plc) | 49.78% | 34.68% | 38.57% | 48.54% | NA | NA | NA | 7.11% |
Data as of 08/01/2025, AR inception is 01/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKRIY (Bank of Ireland Group plc) | 01/23/2018 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.31 | 34.68 | 38.57 | 48.54 | NA | NA | NA | 7.11 | 49.78 | 10.75 | -2.29 | 69.09 | 40.42 | -25.22 | -1.02 | -43.22 |
| Sharpe Ratio | NA | 0.89 | 0.95 | 1.07 | NA | NA | NA | 0.10 | 2.63 | 0.21 | -0.17 | 1.16 | 0.99 | -0.33 | -0.05 | -0.99 |
| Standard Deviation(%) | NA | 35.51 | 36.86 | 44.59 | NA | NA | NA | 49.98 | 37.24 | 33.53 | 34.94 | 58.85 | 40.79 | 77.41 | 49.21 | 47.13 |
| Draw Down(%) | NA | 24.68 | 24.68 | 30.52 | NA | NA | NA | 85.44 | 24.06 | 24.68 | 21.11 | 30.52 | 29.26 | 74.96 | 47.66 | 48.15 |
| Yield(%) | 0.00 | 6.64 | 9.05 | 15.11 | 1.93 | 1.28 | 0.96 | 2.75 | 3.50 | 11.09 | 2.37 | 0.91 | 0.00 | 0.00 | 3.21 | 1.29 |
Data as of 08/01/2025, AR inception is 01/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKRIY (Bank of Ireland Group plc) |
-22.61%
Feb 2018 - Feb 2021 |
3.02%
May 2018 - May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKRIY (Bank of Ireland Group plc) |
76.12%
Sep 2020 - Sep 2023 |
54.60%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart