Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBAGF (Koninklijke BAM Groep nv) | NA | 47.39% | 34.29% | 41.33% | 6.41% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBAGF (Koninklijke BAM Groep nv) | 06/19/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 47.39 | 34.29 | 41.33 | 6.41 | NA | NA | … | … | 54.95 | 104.08 | 9.25 | -29.85 | 25.97 | -20.40 | -21.29 | -25.83 | 10.99 | 18.16 | 27.56 | -37.16 | 39.49 | -22.71 |
| Sharpe Ratio | NA | 1.03 | 0.74 | 0.58 | 0.12 | NA | NA | … | … | 1.96 | 1.82 | 0.64 | -1.07 | 0.56 | -0.25 | -0.88 | -1.02 | 1.03 | 0.44 | 0.77 | -0.78 | 1.42 | -1.09 |
| Standard Deviation(%) | NA | 42.87 | 41.52 | 49.04 | 41.37 | NA | NA | … | … | 40.02 | 55.12 | 8.88 | 29.33 | 45.94 | 81.82 | 26.00 | 26.85 | 10.04 | 40.42 | 35.91 | 47.40 | 27.70 | 35.46 |
| Draw Down(%) | NA | 18.75 | 29.90 | 38.18 | 75.71 | NA | NA | … | … | 0.00 | 18.75 | 0.00 | 29.90 | 12.93 | 57.59 | 30.06 | 27.24 | 0.00 | 29.27 | 16.25 | 58.44 | 18.34 | 22.71 |
| Yield(%) | 0.00 | 13.38 | 10.90 | 15.22 | 3.01 | 1.89 | 1.42 | … | … | 14.07 | 11.28 | 8.46 | 0.00 | 0.00 | 0.00 | 3.66 | 1.90 | 0.00 | 0.50 | 0.00 | 0.99 | 2.70 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBAGF (Koninklijke BAM Groep nv) |
-35.07%
Sep 2017 – Sep 2020 |
-20.14%
Sep 2015 – Sep 2020 |
-7.88%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBAGF (Koninklijke BAM Groep nv) |
34.29%
May 2022 – May 2025 |
30.53%
Jun 2020 – Jun 2025 |
8.05%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart