Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKPKF (Bank Polska Kasa Opieki S.A) | NA | 40.19% | 125.63% | 82.22% | 29.66% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKPKF (Bank Polska Kasa Opieki S.A) | 05/17/2013 | 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 40.19 | 125.63 | 82.22 | 29.66 | NA | NA | … | … | 83.89 | 99.81 | 212.85 | -31.89 | 126.59 | -45.28 | 23.39 | 11.17 | 64.79 | -38.82 | 0.00 | -1.03 | 23.48 |
| Sharpe Ratio | NA | 0.49 | 1.26 | 0.84 | 0.36 | NA | NA | … | … | 1.74 | 0.99 | 1.74 | -0.27 | 2.84 | -0.52 | 0.74 | 0.23 | 1.50 | -0.81 | 0.00 | -0.20 | 1.62 |
| Standard Deviation(%) | NA | 75.88 | 96.65 | 95.18 | 77.25 | NA | NA | … | … | 72.72 | 96.99 | 121.71 | 122.66 | 44.57 | 87.92 | 29.53 | 43.17 | 42.88 | 48.01 | NA | 5.27 | 24.81 |
| Draw Down(%) | NA | 27.44 | 42.72 | 63.42 | 63.42 | NA | NA | … | … | 27.44 | 27.23 | 42.72 | 63.42 | 1.35 | 56.51 | 7.34 | 26.78 | 11.28 | 40.70 | 0.00 | 4.82 | 6.44 |
| Yield(%) | 0.00 | 11.92 | 62.50 | 55.05 | 11.12 | 9.06 | 6.79 | … | … | 15.64 | 55.14 | 24.70 | 15.02 | 22.14 | 0.00 | 23.08 | 24.50 | 30.73 | 14.41 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 05/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKPKF (Bank Polska Kasa Opieki S.A) |
-16.22%
Sep 2017 – Sep 2020 |
-9.67%
Apr 2015 – Apr 2020 |
3.62%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKPKF (Bank Polska Kasa Opieki S.A) |
118.26%
Jul 2022 – Jul 2025 |
81.89%
Apr 2020 – Apr 2025 |
30.73%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart