Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAIBX (Karner Blue Biodiversity Impact Fund Butterfly Class) | NA | 6.85% | 2.50% | NA | NA | NA | NA | … | … |
Data as of 02/29/2024, Common starting date is 10/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAIBX (Karner Blue Biodiversity Impact Fund Butterfly Class) | 10/03/2019 | 02/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.85 | 2.50 | NA | NA | NA | NA | … | … | -1.68 | 16.65 | -14.99 | 15.41 | 18.53 | 11.81 |
| Sharpe Ratio | NA | 0.24 | 0.05 | NA | NA | NA | NA | … | … | -1.61 | 0.74 | -0.62 | 1.06 | 0.62 | 7.75 |
| Standard Deviation(%) | NA | 15.62 | 19.72 | NA | NA | NA | NA | … | … | 8.43 | 16.80 | 26.58 | 14.48 | 29.49 | 7.42 |
| Draw Down(%) | NA | 17.08 | 27.40 | NA | NA | NA | NA | … | … | 4.45 | 17.08 | 24.58 | 9.04 | 31.36 | 1.35 |
| Yield(%) | 0.00 | 14.30 | 12.61 | 9.01 | 4.01 | 2.58 | 1.80 | … | … | 12.35 | 1.21 | 2.00 | 11.00 | 1.27 | 0.11 |
Data as of 02/29/2024, Common starting date is 10/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAIBX (Karner Blue Biodiversity Impact Fund Butterfly Class) |
3.67%
Nov 2020 – Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAIBX (Karner Blue Biodiversity Impact Fund Butterfly Class) |
16.24%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart