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
KLRGF (Keller Group plc) NA 11.55% 33.39% 26.39% 6.18% NA NA
Data as of 08/08/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
Name Start Date End Date
KLRGF (Keller Group plc) 08/06/2012 08/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 11.55 33.39 26.39 6.18 NA NA 8.94 75.82 25.27 -25.50 60.44 -12.87 74.37 -40.96 14.64 -38.83 23.21 -27.14 123.13 30.90
Sharpe Ratio NA 0.25 0.83 0.60 0.09 NA NA 0.48 1.66 0.73 -0.45 1.71 -0.15 1.19 -0.61 0.80 -0.98 1.29 -0.61 2.44 3.13
Standard Deviation(%) NA 33.48 36.07 40.25 51.40 NA NA 25.81 42.29 29.01 60.24 35.35 89.83 61.12 69.33 17.61 39.73 17.99 44.45 50.47 31.00
Draw Down(%) NA 26.68 28.00 44.89 59.21 NA NA 11.95 17.76 15.00 44.85 15.23 45.45 23.49 57.38 8.38 38.83 0.00 35.43 0.00 0.00
Yield(%) 0.00 3.46 5.84 6.18 2.69 5.43 4.07 2.27 5.57 5.09 3.60 2.09 4.90 7.38 3.40 3.96 2.40 3.16 2.41 4.07 1.75
Data as of 08/08/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KLRGF (Keller Group plc) -25.47%
Dec 2015 – Dec 2018
-18.79%
Feb 2014 – Feb 2019
-2.63%
Feb 2014 – Feb 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KLRGF (Keller Group plc) 35.32%
Jun 2022 – Jun 2025
31.54%
Oct 2019 – Oct 2024
8.84%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return