Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BACHX (BlckRck Chn Fd Div A Shs) | NA | 8.13% | 9.10% | 4.05% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 05/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACHX (BlckRck Chn Fd Div A Shs) | 05/04/2011 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.13 | 9.10 | 4.05 | NA | NA | NA | … | … | 8.13 | -12.14 | 36.70 | 13.55 | -17.50 | -4.00 | -0.67 | 24.30 | -23.16 |
| Sharpe Ratio | NA | 1.26 | 0.74 | 0.25 | NA | NA | NA | … | … | 1.22 | -0.89 | 3.93 | 0.80 | -1.11 | -0.36 | -0.04 | 1.26 | -1.09 |
| Standard Deviation(%) | NA | 5.53 | 10.81 | 13.25 | NA | NA | NA | … | … | 5.54 | 15.20 | 9.21 | 16.63 | 15.81 | 11.11 | 17.96 | 19.49 | 30.02 |
| Draw Down(%) | NA | 3.27 | 22.29 | 31.04 | NA | NA | NA | … | … | 3.27 | 22.29 | 3.70 | 11.24 | 23.47 | 14.62 | 21.31 | 17.59 | 33.77 |
| Yield(%) | 0.00 | 0.25 | 2.32 | 1.84 | 1.40 | 0.93 | 0.70 | … | … | 0.24 | 3.85 | 1.39 | 1.16 | 2.01 | 2.24 | 2.02 | 1.43 | 1.22 |
Data as of 12/30/2019, Common starting date is 05/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHX (BlckRck Chn Fd Div A Shs) |
-9.56%
Jan 2013 – Jan 2016 |
-2.97%
Jun 2011 – Jun 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACHX (BlckRck Chn Fd Div A Shs) |
15.95%
Jan 2016 – Jan 2019 |
7.23%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart