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
CLKFF (Clarke Inc) 0.00% 15.91% 24.70% 22.02% 15.36% NA NA
Data as of 06/04/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
Name Start Date End Date
CLKFF (Clarke Inc) 08/14/2012 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
Annualized Return (%) -4.15 15.91 24.70 22.02 15.36 NA NA 0.00 6.69 81.76 12.90 7.92 52.96 -45.00 -1.89 19.58 54.23 29.50 -10.28 21.90 80.44 11.02
Sharpe Ratio NA 1.22 0.65 0.68 0.44 NA NA 1.26 0.23 1.27 0.72 0.35 2.63 -0.78 -0.47 1.65 1.76 0.63 -0.47 0.76 2.77 2.54
Standard Deviation(%) NA 15.00 35.93 30.15 32.33 NA NA 6.65 16.80 59.87 12.18 18.93 20.10 57.54 7.05 11.09 30.61 46.59 22.11 28.89 28.99 12.70
Draw Down(%) NA 3.80 7.96 10.27 64.76 NA NA 0.00 7.96 0.00 0.03 10.27 5.73 64.76 6.01 2.65 2.25 20.00 25.49 27.28 6.01 0.00
Yield(%) 0.00 0.00 0.00 0.00 5.26 9.41 7.06 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 29.20 31.56 4.76 7.69 9.26 2.98
Data as of 06/04/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLKFF (Clarke Inc) -19.21%
Aug 2017 – Aug 2020
-6.54%
May 2015 – May 2020
5.44%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLKFF (Clarke Inc) 39.03%
May 2020 – May 2023
36.60%
Jul 2020 – Jul 2025
17.29%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return