Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CKX (CKX Lands, Inc.) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 08/01/2024, Common starting date is 07/13/1999
More Performance Analytics Comparison
Name Start Date End Date
CKX (CKX Lands, Inc.) 07/13/1999 08/01/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 30.25 -11.16 17.77 2.04 -9.60 2.51 -7.12 11.17 -38.41 10.53 10.98 23.75 -3.65 4.58 -10.71 23.27 -6.64 39.79 6.98 44.49 40.78 -16.80 47.06 -5.56 12.50
Sharpe Ratio NA 1.48 0.03 0.15 -0.03 NA NA 0.87 1.04 -0.28 0.43 0.04 -0.31 0.04 -0.21 0.33 -0.90 0.42 0.28 0.67 -0.09 0.10 -0.26 0.39 -0.27 0.87 0.07 1.55 0.63 -0.34 0.67 -0.11 0.31
Standard Deviation(%) NA 26.64 33.63 37.61 36.32 NA NA 27.73 25.22 44.78 41.24 40.77 35.18 33.23 36.26 33.33 42.92 24.76 38.44 35.46 42.93 45.80 42.03 57.56 36.43 42.05 71.70 28.09 63.54 51.91 68.04 87.72 79.04
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 13.25 28.00 21.43 23.39 20.00 10.91 26.59 17.60 43.76 9.59 18.23 26.40 27.85 26.79 24.74 38.42 21.34 29.86 49.90 19.52 31.43 29.23 20.00 46.87 25.00
Yield(%) 0.00 0.00 0.00 0.00 0.29 1.00 3.29 0.00 0.00 0.00 0.00 0.00 0.00 1.18 0.90 0.00 0.64 1.87 2.03 2.46 2.32 2.37 2.10 6.72 5.04 13.33 3.74 3.89 1.35 0.00 0.00 0.00 0.00
Data as of 08/01/2024, Common starting date is 07/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CKX (CKX Lands, Inc.) -14.01%
Dec 2014 – Dec 2017
-11.77%
May 2015 – May 2020
-3.78%
Jul 2012 – Jul 2022
-0.82%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CKX (CKX Lands, Inc.) 44.19%
Mar 2003 – Mar 2006
29.54%
Feb 2000 – Feb 2005
18.30%
Aug 1999 – Aug 2009
14.97%
Aug 1999 – Aug 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return