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
KEWL (Keweenaw Land Association Limited) 69.23% 79.56% 35.07% 36.43% 16.13% 10.40% 7.87%
Data as of 06/04/2026, Common starting date is 05/31/1996
More Performance Analytics Comparison
Name Start Date End Date
KEWL (Keweenaw Land Association Limited) 05/31/1996 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
Annualized Return (%) -5.17 79.56 35.07 36.43 16.13 10.40 7.87 69.23 -7.14 45.71 18.52 36.82 47.51 6.47 0.00 -31.31 0.51 21.60 -18.18 13.79 15.89 -1.87 -17.52 7.23 -3.46 -17.54 22.84 13.87 16.37 36.21 57.14 -22.66 103.13 10.39 -19.54 32.11 3.57 -6.48
Sharpe Ratio NA 1.37 0.59 0.62 0.32 NA NA 5.18 -0.24 0.61 0.26 0.63 0.99 0.15 -0.06 -1.25 0.00 0.69 -0.60 0.50 0.75 -0.05 -0.50 0.28 -0.07 -0.35 1.06 0.24 0.80 1.54 1.40 -1.14 3.52 0.27 -0.50 0.75 0.00 -0.76
Standard Deviation(%) NA 46.45 55.60 55.12 44.93 NA NA 50.17 46.68 64.28 55.88 56.35 47.89 42.05 25.55 26.00 26.53 30.80 30.55 27.60 21.28 39.58 34.78 25.94 49.95 51.88 18.81 43.70 17.65 22.90 40.44 20.80 29.26 23.21 45.87 38.18 11.50 18.79
Draw Down(%) NA 25.87 38.61 41.55 56.76 NA NA 11.16 25.87 38.61 41.55 37.38 22.05 33.79 22.00 39.55 13.89 10.62 34.45 11.94 14.90 12.65 30.20 13.27 28.03 38.84 11.33 23.60 8.97 17.26 15.38 26.40 8.33 19.51 23.43 28.34 3.95 9.50
Yield(%) 0.00 0.00 0.00 21.92 10.34 6.81 5.28 0.00 0.00 0.00 0.00 505.49 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.40 0.37 0.46 0.51 0.59 0.79 1.23 0.94 1.88 0.00 1.64 2.11 2.19 1.00
Data as of 06/04/2026, Common starting date is 05/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KEWL (Keweenaw Land Association Limited) -17.39%
Mar 2017 – Mar 2020
-12.01%
Mar 2015 – Mar 2020
-4.90%
Mar 2010 – Mar 2020
-2.08%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KEWL (Keweenaw Land Association Limited) 56.37%
Aug 2021 – Aug 2024
37.88%
Apr 2021 – Apr 2026
21.99%
Feb 1998 – Feb 2008
13.57%
Feb 2000 – Feb 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return