Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKWAF (BKW AG ) | NA | 28.96% | 62.15% | 33.64% | 23.58% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKWAF (BKW AG ) | 06/10/2013 | 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 | 28.96 | 62.15 | 33.64 | 23.58 | NA | NA | … | … | 19.38 | 257.12 | 0.00 | 0.00 | 0.00 | 0.00 | 3.66 | 3.71 | 34.93 | 34.35 | 0.00 | -6.09 | -0.44 |
| Sharpe Ratio | NA | 1.95 | 0.96 | 0.66 | 0.62 | NA | NA | … | … | 1.91 | 2.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.61 | 0.64 | 1.26 | 1.33 | 0.00 | -0.46 | -0.06 |
| Standard Deviation(%) | NA | 13.32 | 61.32 | 47.50 | 35.64 | NA | NA | … | … | 12.70 | 105.26 | NA | NA | NA | NA | 3.60 | 3.65 | 27.37 | 25.64 | NA | 13.41 | 14.51 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.39 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.00 | 0.00 | 13.27 | 5.77 |
| Yield(%) | 0.00 | 5.46 | 8.64 | 5.19 | 6.63 | 4.13 | 3.10 | … | … | 5.05 | 8.43 | 0.00 | 0.00 | 0.00 | 0.00 | 3.53 | 3.58 | 4.14 | 5.33 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKWAF (BKW AG ) |
0.00%
May 2019 – May 2022 |
0.72%
May 2018 – May 2023 |
5.67%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKWAF (BKW AG ) |
56.87%
May 2022 – May 2025 |
31.02%
May 2020 – May 2025 |
22.36%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart