Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SERKF (Serko Limited) | NA | -35.47% | -24.67% | -10.39% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SERKF (Serko Limited) | 10/28/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.47 | -24.67 | -10.39 | NA | NA | NA | … | … | -35.47 | -33.75 | 0.00 | 0.00 | 35.14 | 0.00 | 1.02 |
| Sharpe Ratio | NA | -1.40 | -0.63 | -0.34 | NA | NA | NA | … | … | -1.50 | -0.56 | 0.00 | 0.00 | 1.17 | 0.00 | 2.05 |
| Standard Deviation(%) | NA | 27.49 | 44.79 | 37.22 | NA | NA | NA | … | … | 32.00 | 72.79 | NA | NA | 30.11 | NA | 2.44 |
| Draw Down(%) | NA | 35.47 | 57.25 | 57.25 | NA | NA | NA | … | … | 35.47 | 50.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SERKF (Serko Limited) |
-24.67%
Aug 2022 – Aug 2025 |
-10.39%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SERKF (Serko Limited) |
10.56%
Nov 2019 – Nov 2022 |
-2.19%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart