Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKBKF | NA | 32.49% | 25.67% | 17.06% | 8.20% | 29.85% | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/18/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKBKF | 09/18/2009 | 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 | 2018 | 2017 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.49 | 25.67 | 17.06 | 8.20 | 29.85 | NA | … | … | 17.61 | 26.90 | 20.06 | 22.69 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -5.45 | -2.83 | -4.07 | -26.25 | 6.67 |
| Sharpe Ratio | NA | 1.46 | 1.35 | 1.10 | 0.63 | NA | NA | … | … | 1.14 | 1.39 | 1.28 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.98 | -0.38 | -0.19 | -0.38 | 2.56 |
| Standard Deviation(%) | NA | 20.13 | 16.49 | 13.57 | 10.89 | NA | NA | … | … | 18.98 | 16.78 | 12.95 | 14.46 | NA | NA | NA | NA | NA | 5.61 | 7.74 | 21.94 | 68.83 | 9.88 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.45 | 6.46 | 17.52 | 48.73 | 0.00 |
| Yield(%) | 0.00 | 26.20 | 21.54 | 14.87 | 7.43 | 14.76 | 10.48 | … | … | 14.97 | 22.46 | 17.47 | 19.44 | 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 09/18/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKBKF (AKBKF) |
-20.04%
Jun 2010 – Jun 2013 |
4.18%
Sep 2017 – Sep 2022 |
35.13%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKBKF (AKBKF) |
214.98%
Dec 2016 – Dec 2019 |
99.05%
Dec 2016 – Dec 2021 |
51.80%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart