Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCKIF (Babcock International Group PLC) | -14.63% | -6.90% | 53.17% | 28.90% | 2.63% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCKIF (Babcock International Group PLC) | 01/18/2012 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.02 | -6.90 | 53.17 | 28.90 | 2.63 | NA | NA | … | … | -14.63 | 184.40 | 18.48 | 56.07 | -23.15 | 8.00 | -52.66 | 42.58 | -30.71 | -9.85 | -19.09 | -9.77 | 1.95 | 41.83 | 31.79 |
| Sharpe Ratio | NA | -0.17 | 0.90 | 0.52 | 0.02 | NA | NA | … | … | -0.50 | 3.76 | 0.31 | 0.96 | -0.51 | 0.13 | -0.63 | 0.74 | -0.97 | -0.42 | -0.92 | -0.34 | 0.08 | 2.75 | 1.56 |
| Standard Deviation(%) | NA | 55.89 | 55.30 | 51.15 | 52.82 | NA | NA | … | … | 67.09 | 49.56 | 48.39 | 55.29 | 47.93 | 61.96 | 83.18 | 55.30 | 33.21 | 25.13 | 20.91 | 28.95 | 23.05 | 15.19 | 21.62 |
| Draw Down(%) | NA | 38.31 | 38.31 | 42.58 | 75.55 | NA | NA | … | … | 38.31 | 24.11 | 20.04 | 22.33 | 36.60 | 29.50 | 67.46 | 29.68 | 46.35 | 26.69 | 19.09 | 25.00 | 21.83 | 3.54 | 5.39 |
| Yield(%) | 0.00 | 0.62 | 1.53 | 0.91 | 1.40 | 2.02 | 1.52 | … | … | 0.00 | 1.56 | 1.34 | 0.58 | 0.00 | 0.00 | 0.00 | 9.31 | 3.96 | 3.27 | 2.37 | 2.52 | 2.16 | 2.33 | 0.59 |
Data as of 06/05/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCKIF (Babcock International Group PLC) |
-33.00%
Oct 2017 – Oct 2020 |
-23.60%
Oct 2015 – Oct 2020 |
-10.34%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCKIF (Babcock International Group PLC) |
77.62%
Jan 2023 – Jan 2026 |
45.71%
Jan 2021 – Jan 2026 |
6.46%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart