Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BABB (BAB Inc) | 10.39% | 14.23% | 4.94% | 14.37% | 9.63% | 14.19% | 8.14% | 20.40% |
Data as of 06/30/2025, AR inception is 11/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BABB (BAB Inc) | 11/22/2000 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 14.23 | 4.94 | 14.37 | 9.63 | 14.19 | 8.14 | 20.40 | 10.39 | 15.03 | -1.31 | 1.28 | 48.98 | -28.66 | 36.81 | 5.79 | -10.36 | 43.02 | -12.00 | -4.68 | 45.78 | 10.61 | 44.58 | 41.32 | -45.15 | -8.36 | 15.47 | -7.45 | 46.27 | 83.03 | 116.49 | 400.00 | -62.35 | 112.50 |
| Sharpe Ratio | NA | 0.17 | 0.02 | 0.18 | 0.13 | NA | NA | 0.14 | 0.33 | 0.16 | -0.11 | 0.00 | 0.68 | -0.32 | 0.50 | 0.11 | -0.19 | 0.80 | -0.15 | -0.11 | 0.76 | 0.16 | 0.42 | 0.36 | -0.29 | -0.08 | 0.33 | -0.26 | 0.74 | 0.61 | 0.43 | 1.46 | -0.29 | 231.29 |
| Standard Deviation(%) | NA | 55.29 | 55.65 | 61.05 | 63.97 | NA | NA | 129.07 | 50.34 | 53.65 | 50.58 | 61.90 | 71.81 | 90.39 | 70.30 | 42.09 | 59.26 | 53.52 | 79.17 | 44.00 | 60.26 | 67.85 | 105.55 | 114.37 | 155.45 | 115.95 | 38.55 | 41.59 | 59.94 | 134.52 | 268.36 | 273.44 | 227.95 | 861.80 |
| Draw Down(%) | NA | 18.28 | 29.40 | 29.40 | 48.57 | NA | NA | 89.82 | 18.28 | 16.69 | 22.22 | 29.40 | 23.94 | 47.43 | 20.33 | 10.94 | 28.86 | 17.58 | 28.43 | 14.52 | 16.12 | 14.93 | 34.91 | 37.36 | 56.30 | 43.64 | 15.48 | 19.49 | 30.28 | 50.00 | 74.29 | 67.50 | 86.82 | 70.45 |
| Yield(%) | 0.00 | 5.13 | 5.30 | 7.37 | 7.34 | 14.44 | 6.59 | 90.67 | 0.00 | 8.00 | 5.88 | 6.10 | 8.93 | 1.19 | 8.82 | 7.46 | 6.25 | 8.33 | 8.00 | 6.33 | 9.52 | 12.50 | 14.29 | 14.63 | 5.00 | 8.89 | 10.20 | 9.43 | 12.20 | 23.08 | 11.43 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 11/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABB (BAB Inc) |
-23.16%
Aug 2007 - Aug 2010 |
-13.85%
Aug 2005 - Aug 2010 |
2.57%
Nov 2005 - Nov 2015 |
2.49%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABB (BAB Inc) |
216.78%
Sep 2002 - Sep 2005 |
125.22%
Jul 2001 - Jul 2006 |
53.66%
Jul 2001 - Jul 2011 |
36.69%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart