Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBIWX (KBI GLOBAL INVESTORS AQUARIUS FUND INSTITUTIONAL SHARES) | 0.73% | 2.91% | 9.09% | 5.92% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBIWX (KBI GLOBAL INVESTORS AQUARIUS FUND INSTITUTIONAL SHARES) | 10/12/2018 | 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 (%) | -1.43 | 2.91 | 9.09 | 5.92 | NA | NA | NA | … | … | 0.73 | 7.16 | 3.89 | 19.47 | -14.44 | 27.34 | 13.48 | 24.31 | -6.73 |
| Sharpe Ratio | NA | 0.20 | 0.49 | 0.22 | NA | NA | NA | … | … | 0.13 | 0.26 | 0.02 | 1.22 | -0.74 | 2.20 | 0.41 | 1.88 | -1.64 |
| Standard Deviation(%) | NA | 13.97 | 13.99 | 15.50 | NA | NA | NA | … | … | 16.11 | 16.68 | 12.72 | 13.11 | 21.43 | 12.41 | 32.49 | 12.13 | 18.24 |
| Draw Down(%) | NA | 12.25 | 16.46 | 26.88 | NA | NA | NA | … | … | 12.25 | 11.36 | 9.65 | 13.28 | 26.85 | 8.27 | 39.00 | 9.54 | 11.98 |
| Yield(%) | 0.00 | 8.37 | 10.50 | 9.69 | 7.65 | 5.10 | 3.82 | … | … | 0.00 | 9.41 | 17.15 | 6.10 | 6.20 | 20.84 | 2.35 | 3.39 | 0.07 |
Data as of 06/10/2026, Common starting date is 10/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBIWX (KBI GLOBAL INVESTORS AQUARIUS FUND INSTITUTIONAL SHARES) |
2.02%
Dec 2021 – Dec 2024 |
6.03%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBIWX (KBI GLOBAL INVESTORS AQUARIUS FUND INSTITUTIONAL SHARES) |
21.56%
Dec 2018 – Dec 2021 |
15.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart