Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DENI (Denali Bancorporation Inc) | 7.88% | 17.78% | 17.14% | 15.85% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DENI (Denali Bancorporation Inc) | 02/08/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 17.78 | 17.14 | 15.85 | NA | NA | NA | … | … | 7.88 | 6.88 | -6.13 | 38.33 | 15.52 | 2.03 | 17.50 | 9.84 | -5.07 |
| Sharpe Ratio | NA | 0.76 | 0.70 | 0.62 | NA | NA | NA | … | … | 0.75 | 0.25 | -0.53 | 1.10 | 1.19 | 0.06 | 0.39 | 0.41 | -0.56 |
| Standard Deviation(%) | NA | 18.54 | 20.53 | 21.55 | NA | NA | NA | … | … | 20.65 | 15.98 | 18.40 | 31.79 | 11.84 | 32.76 | 43.97 | 20.44 | 12.68 |
| Draw Down(%) | NA | 10.86 | 17.07 | 17.07 | NA | NA | NA | … | … | 7.25 | 13.48 | 15.27 | 13.79 | 4.24 | 22.31 | 31.93 | 9.49 | 10.04 |
| Yield(%) | 0.00 | 6.33 | 6.93 | 7.50 | 4.78 | 3.19 | 2.39 | … | … | 5.80 | 5.00 | 0.00 | 5.54 | 6.00 | 5.54 | 6.05 | 5.75 | 4.71 |
Data as of 06/10/2026, Common starting date is 02/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DENI (Denali Bancorporation Inc) |
-0.04%
Mar 2018 – Mar 2021 |
5.68%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DENI (Denali Bancorporation Inc) |
31.50%
Oct 2020 – Oct 2023 |
19.29%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart