Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BKTH NA 7.00% 1.86% -16.22% 28.61% -22.86% -39.67%
Data as of 06/09/2026, Common starting date is 12/12/2002
More Performance Analytics Comparison
Name Start Date End Date
BKTH 12/12/2002 06/09/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 7.00 1.86 -16.22 28.61 -22.86 -39.67
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 12/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKTH (BKTH) -94.42%
Jun 2009 – Jun 2012
-86.25%
Feb 2010 – Feb 2015
-73.67%
Jul 2005 – Jul 2015
-59.12%
Apr 2005 – Apr 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKTH (BKTH) 188.45%
Oct 2017 – Oct 2020
136.08%
Feb 2016 – Feb 2021
32.11%
May 2016 – May 2026
-21.71%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return