Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKWBD | NA | 11.88% | 26.75% | 12.32% | 17.59% | -0.18% | 13.07% | … | … |
Data as of 07/21/2025, Common starting date is 07/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKWBD | 07/01/2005 | 07/21/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 11.88 | 26.75 | 12.32 | 17.59 | -0.18 | 13.07 | … | … | 30.51 | 39.54 | 21.15 | -40.11 | 4.32 | 179.53 | -27.48 | -3.32 | 62.47 | 28.13 | 23.84 | -28.21 | 44.03 | 38.49 | -93.31 | 46.15 | 1,142.65 | -3.77 |
| Sharpe Ratio | NA | 0.20 | 0.58 | 0.18 | 0.31 | NA | NA | … | … | 1.24 | 0.98 | 0.61 | -0.41 | 0.11 | 1.93 | -0.87 | -0.16 | 1.80 | 0.78 | 0.63 | -0.71 | 2.55 | 1.40 | -0.33 | 0.22 | NA | -0.01 |
| Standard Deviation(%) | NA | 42.54 | 39.98 | 56.29 | 52.19 | NA | NA | … | … | 48.44 | 34.73 | 30.89 | 97.45 | 42.39 | 86.12 | 34.59 | 29.19 | 32.69 | 37.58 | 37.71 | 38.34 | 18.17 | 26.63 | 287.67 | 146.15 | 0.00 | 476.97 |
| Draw Down(%) | NA | 26.54 | 38.00 | 70.30 | 70.30 | NA | NA | … | … | 10.12 | 21.34 | 18.40 | 67.58 | 28.33 | 41.01 | 29.66 | 31.18 | 3.15 | 9.11 | 13.21 | 44.05 | 2.10 | 11.87 | 93.69 | 0.00 | 0.00 | 95.84 |
| Yield(%) | 0.00 | 4.54 | 4.31 | 2.92 | 6.72 | 0.88 | 7.94 | … | … | 5.29 | 2.29 | 2.19 | 1.09 | 1.32 | 21.24 | 1.69 | 1.39 | 1.59 | 1.28 | 1.44 | 1.06 | 1.60 | 1.99 | 0.17 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, Common starting date is 07/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKWBD (RKWBD) |
-57.75%
Jan 2010 – Jan 2013 |
-41.47%
Jan 2010 – Jan 2015 |
-16.80%
Feb 2010 – Feb 2020 |
-4.39%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKWBD (RKWBD) |
50.79%
Jun 2015 – Jun 2018 |
41.06%
May 2016 – May 2021 |
26.70%
Oct 2010 – Oct 2020 |
17.26%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart