Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPKF (Chesapeake Finl Shs) | 23.67% | 72.87% | 23.62% | 8.12% | 8.29% | 10.38% | 5.61% | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPKF (Chesapeake Finl Shs) | 02/26/2004 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 72.87 | 23.62 | 8.12 | 8.29 | 10.38 | 5.61 | … | … | 23.67 | 51.04 | 8.12 | -7.63 | -30.78 | 41.96 | -8.25 | -0.13 | -16.61 | 41.64 | 27.54 | 15.40 | -11.59 | 10.07 | 54.15 | -13.77 | -1.64 | -15.80 | -5.85 | 0.27 | 2.17 | 3.24 | 22.31 |
| Sharpe Ratio | NA | 4.24 | 0.94 | 0.24 | 0.27 | NA | NA | … | … | 3.98 | 2.59 | 0.16 | -0.42 | -1.31 | 2.19 | -0.23 | -0.08 | -1.02 | 2.32 | 1.21 | 1.37 | -0.55 | 0.55 | 2.09 | -0.36 | -0.07 | -0.44 | -0.22 | -0.10 | -0.06 | 0.06 | 1.46 |
| Standard Deviation(%) | NA | 16.08 | 22.48 | 23.94 | 23.99 | NA | NA | … | … | 15.75 | 18.69 | 27.91 | 26.98 | 24.67 | 19.22 | 36.09 | 19.44 | 17.77 | 17.75 | 22.65 | 11.21 | 20.97 | 18.29 | 26.15 | 38.05 | 23.72 | 36.40 | 31.33 | 28.51 | 21.34 | 16.73 | 17.65 |
| Draw Down(%) | NA | 4.43 | 17.83 | 44.32 | 52.99 | NA | NA | … | … | 3.13 | 4.95 | 17.83 | 29.98 | 36.82 | 4.83 | 40.09 | 19.79 | 25.68 | 8.15 | 12.60 | 4.75 | 21.26 | 10.12 | 10.16 | 24.49 | 13.79 | 21.74 | 24.31 | 25.00 | 14.06 | 9.05 | 8.70 |
| Yield(%) | 0.00 | 2.44 | 2.66 | 1.87 | 2.94 | 5.50 | 4.17 | … | … | 0.60 | 3.50 | 2.51 | 2.89 | 1.92 | 1.21 | 2.06 | 2.22 | 1.88 | 2.40 | 2.77 | 2.95 | 2.90 | 2.91 | 4.10 | 3.58 | 2.93 | 2.40 | 2.21 | 2.28 | 1.68 | 0.56 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPKF (Chesapeake Finl Shs) |
-15.82%
Sep 2007 – Sep 2010 |
-9.03%
Nov 2018 – Nov 2023 |
0.41%
Jan 2005 – Jan 2015 |
1.69%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPKF (Chesapeake Finl Shs) |
28.87%
Jan 2015 – Jan 2018 |
18.13%
Jun 2012 – Jun 2017 |
12.99%
Dec 2011 – Dec 2021 |
10.15%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart