Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCKIY (Babcock International Group PLC ADR) | -20.47% | -3.08% | 55.95% | 31.51% | 1.07% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCKIY (Babcock International Group PLC ADR) | 05/29/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | -3.08 | 55.95 | 31.51 | 1.07 | NA | NA | … | … | -20.47 | 178.82 | 22.79 | 49.60 | -16.50 | 5.80 | -50.95 | 25.95 | -25.83 | -16.28 | -24.57 | -11.95 | -12.69 |
| Sharpe Ratio | NA | -0.28 | 1.04 | 0.15 | 0.00 | NA | NA | … | … | -1.00 | 4.23 | 0.37 | 0.65 | -0.33 | 0.01 | -0.16 | 0.83 | -0.69 | -0.42 | -0.87 | -0.81 | -1.62 |
| Standard Deviation(%) | NA | 37.11 | 51.49 | 199.91 | 189.68 | NA | NA | … | … | 41.23 | 41.82 | 52.48 | 71.77 | 53.82 | 492.62 | 315.48 | 29.66 | 39.61 | 40.88 | 28.37 | 14.81 | 12.57 |
| Draw Down(%) | NA | 39.75 | 39.75 | 95.20 | 98.41 | NA | NA | … | … | 39.75 | 20.08 | 15.82 | 16.65 | 39.26 | 97.44 | 54.92 | 10.00 | 38.45 | 28.49 | 25.34 | 16.93 | 13.71 |
| Yield(%) | 0.00 | 0.67 | 1.67 | 1.04 | 1.13 | 0.74 | 0.56 | … | … | 0.00 | 1.53 | 1.45 | 0.59 | 0.00 | 0.00 | 0.00 | 5.62 | 4.11 | 3.29 | 2.17 | 2.05 | 1.57 |
Data as of 06/10/2026, Common starting date is 05/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCKIY (Babcock International Group PLC ADR) |
-72.91%
Jun 2018 – Jun 2021 |
-55.02%
Jun 2016 – Jun 2021 |
-9.16%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCKIY (Babcock International Group PLC ADR) |
221.19%
Jun 2021 – Jun 2024 |
46.80%
Jan 2021 – Jan 2026 |
5.79%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart