Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKU (BankUnited, Inc.) | 7.23% | 44.37% | 36.29% | 2.91% | 6.69% | 6.82% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/31/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKU (BankUnited, Inc.) | 01/31/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 44.37 | 36.29 | 2.91 | 6.69 | 6.82 | NA | … | … | 7.23 | 20.81 | 22.19 | -0.31 | -17.66 | 24.38 | -0.91 | 25.24 | -24.85 | 10.65 | 7.31 | 26.76 | -9.06 | 37.80 | 14.52 | -19.63 |
| Sharpe Ratio | NA | 1.26 | 0.94 | 0.01 | 0.12 | NA | NA | … | … | 0.39 | 0.52 | 0.50 | -0.08 | -0.56 | 0.68 | -0.01 | 0.99 | -1.06 | 0.43 | 0.24 | 1.19 | -0.50 | 1.98 | 0.65 | -0.68 |
| Standard Deviation(%) | NA | 28.82 | 36.98 | 38.53 | 40.84 | NA | NA | … | … | 29.41 | 34.30 | 37.34 | 51.81 | 34.43 | 35.74 | 80.01 | 24.07 | 24.94 | 23.11 | 29.42 | 22.45 | 18.08 | 19.06 | 22.54 | 31.03 |
| Draw Down(%) | NA | 16.40 | 31.24 | 64.21 | 66.60 | NA | NA | … | … | 16.40 | 29.19 | 23.12 | 58.46 | 28.42 | 24.14 | 61.05 | 16.53 | 35.47 | 24.41 | 22.01 | 11.73 | 20.79 | 13.72 | 14.67 | 33.65 |
| Yield(%) | 0.00 | 3.75 | 5.68 | 2.28 | 2.94 | 3.36 | 2.47 | … | … | 1.43 | 3.22 | 3.51 | 3.18 | 2.27 | 2.68 | 2.46 | 2.75 | 2.08 | 2.23 | 2.37 | 2.17 | 3.21 | 2.53 | 3.27 | 2.00 |
Data as of 06/05/2026, Common starting date is 01/31/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKU (BankUnited, Inc.) |
-18.66%
Mar 2017 – Mar 2020 |
-12.31%
May 2018 – May 2023 |
-0.64%
Oct 2013 – Oct 2023 |
6.06%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKU (BankUnited, Inc.) |
39.82%
May 2023 – May 2026 |
16.91%
Mar 2020 – Mar 2025 |
10.13%
Sep 2011 – Sep 2021 |
6.46%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart