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
BKTSF NA -44.00% -47.16% -43.51% NA NA NA
Data as of 05/29/2025, Common starting date is 02/16/2018
More Performance Analytics Comparison
Name Start Date End Date
BKTSF 02/16/2018 05/29/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -44.00 -47.16 -43.51 NA NA NA
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 05/29/2025, Common starting date is 02/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKTSF (BKTSF) -65.35%
Nov 2020 – Nov 2023
-50.98%
Aug 2018 – Aug 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BKTSF (BKTSF) -20.45%
Jun 2018 – Jun 2021
-34.13%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return