Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOKF (BOK Financial Corporation) | 9.65% | 40.21% | 17.17% | 9.71% | 9.70% | 9.04% | 7.52% | … | … |
Data as of 06/04/2026, Common starting date is 09/05/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOKF (BOK Financial Corporation) | 09/05/1991 | 06/04/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 40.21 | 17.17 | 9.71 | 9.70 | 9.04 | 7.52 | … | … | 9.65 | 13.77 | 27.19 | -15.25 | 0.59 | 57.59 | -18.97 | 22.09 | -18.98 | 13.57 | 42.95 | 2.19 | -7.21 | 24.81 | 3.61 | 5.14 | 14.66 | 20.37 | -20.47 | -4.59 | 22.37 | -6.21 | 33.60 | 26.82 | 2.79 | 48.28 | 5.18 | -14.26 | 21.42 | 43.75 | 24.54 | 10.91 | -19.27 | 33.40 | 76.91 | -60.80 |
| Sharpe Ratio | NA | 1.53 | 0.55 | 0.25 | 0.24 | NA | NA | … | … | 1.06 | 0.40 | 0.86 | -0.58 | -0.03 | 1.93 | -0.27 | 0.85 | -0.91 | 0.63 | 1.38 | 0.09 | -0.43 | 1.83 | 0.20 | 0.15 | 0.56 | 0.38 | -0.38 | -0.39 | 1.59 | -0.50 | 2.33 | 1.67 | 0.06 | 1.81 | 0.02 | -0.56 | 0.54 | 0.94 | 0.35 | 0.12 | -0.31 | 0.44 | 0.76 | -0.28 |
| Standard Deviation(%) | NA | 23.26 | 27.12 | 28.20 | 33.67 | NA | NA | … | … | 20.11 | 27.15 | 27.29 | 32.67 | 28.58 | 29.81 | 70.95 | 24.12 | 22.40 | 20.52 | 31.02 | 23.87 | 16.68 | 13.55 | 17.99 | 33.15 | 26.03 | 53.09 | 56.48 | 20.08 | 12.00 | 17.06 | 13.97 | 15.59 | 28.13 | 25.84 | 45.49 | 31.56 | 33.43 | 42.40 | 58.95 | 58.51 | 71.08 | 70.25 | 96.63 | 345.58 |
| Draw Down(%) | NA | 10.19 | 29.72 | 42.75 | 64.97 | NA | NA | … | … | 8.66 | 22.71 | 11.05 | 38.35 | 37.78 | 19.45 | 59.24 | 20.37 | 32.25 | 11.86 | 24.50 | 18.83 | 16.59 | 10.66 | 10.42 | 20.76 | 22.49 | 43.37 | 36.47 | 13.36 | 5.61 | 18.76 | 7.92 | 8.22 | 23.20 | 12.20 | 25.53 | 24.82 | 20.98 | 11.79 | 17.20 | 19.80 | 30.28 | 32.73 | 38.52 | 85.71 |
| Yield(%) | 0.00 | 2.63 | 2.69 | 2.46 | 3.22 | 3.82 | 3.50 | … | … | 1.06 | 2.19 | 2.58 | 2.19 | 2.01 | 3.01 | 2.35 | 2.72 | 2.06 | 2.16 | 2.98 | 2.82 | 2.48 | 2.77 | 4.45 | 2.05 | 2.08 | 2.33 | 1.72 | 1.35 | 1.20 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/05/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOKF (BOK Financial Corporation) |
-16.55%
Mar 2017 – Mar 2020 |
-4.77%
Mar 2015 – Mar 2020 |
0.48%
Mar 2010 – Mar 2020 |
2.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOKF (BOK Financial Corporation) |
42.89%
Feb 1992 – Feb 1995 |
34.51%
Feb 1992 – Feb 1997 |
25.28%
Feb 1992 – Feb 2002 |
20.88%
Feb 1992 – Feb 2007 |
Annualized Rolling Returns Comparison Chart