Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PKSIX | NA | 6.00% | NA | NA | NA | NA | NA | … | … |
Data as of 09/23/2019, Common starting date is 07/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PKSIX | 07/11/2018 | 09/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.00 | NA | NA | NA | NA | NA | … | … | 9.22 | -4.88 |
| Sharpe Ratio | NA | 1.48 | NA | NA | NA | NA | NA | … | … | 4.66 | -4.59 |
| Standard Deviation(%) | NA | 2.80 | NA | NA | NA | NA | NA | … | … | 2.44 | 2.50 |
| Draw Down(%) | NA | 4.46 | NA | NA | NA | NA | NA | … | … | 0.68 | 5.26 |
| Yield(%) | 0.00 | 4.39 | 1.70 | 1.02 | 0.51 | 0.34 | 0.26 | … | … | 2.76 | 2.48 |
Data as of 09/23/2019, Common starting date is 07/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PKSIX (PKSIX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| PKSIX (PKSIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart