Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKRIF (Bank of Ireland Group PLC) | 8.30% | 50.36% | 36.58% | 31.42% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKRIF (Bank of Ireland Group PLC) | 07/26/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 50.36 | 36.58 | 31.42 | NA | NA | NA | … | … | 8.30 | 132.17 | 8.20 | 1.42 | 63.04 | 38.08 | -16.49 | -2.95 | -31.70 | 6.54 |
| Sharpe Ratio | NA | 1.30 | 0.80 | 0.63 | NA | NA | NA | … | … | 0.45 | 3.12 | 0.10 | -0.05 | 1.02 | 0.93 | -0.20 | -0.10 | -1.02 | 0.36 |
| Standard Deviation(%) | NA | 36.82 | 41.59 | 46.59 | NA | NA | NA | … | … | 40.07 | 41.63 | 44.10 | 44.46 | 60.90 | 41.12 | 81.76 | 44.27 | 32.56 | 41.13 |
| Draw Down(%) | NA | 15.89 | 25.11 | 32.50 | NA | NA | NA | … | … | 15.89 | 25.11 | 24.59 | 20.09 | 32.50 | 26.96 | 75.41 | 47.51 | 46.04 | 19.62 |
| Yield(%) | 0.00 | 5.74 | 8.38 | 8.36 | 4.01 | 2.67 | 2.01 | … | … | 2.69 | 10.04 | 10.96 | 2.41 | 0.93 | 0.00 | 3.15 | 2.80 | 1.41 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKRIF (Bank of Ireland Group PLC) |
-35.96%
Sep 2017 – Sep 2020 |
-3.02%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKRIF (Bank of Ireland Group PLC) |
79.98%
Mar 2020 – Mar 2023 |
60.39%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart