Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAER (Bridger Aerospace Group Holdings, Inc.) | -15.49% | -41.37% | -43.29% | NA | NA | NA | NA | -34.35% |
Data as of 07/29/2025, AR inception is 03/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAER (Bridger Aerospace Group Holdings, Inc.) | 03/17/2021 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.26 | -41.37 | -43.29 | NA | NA | NA | NA | -34.35 | -15.49 | -69.75 | -31.79 | 3.79 | 0.72 |
| Sharpe Ratio | NA | -0.46 | -0.43 | NA | NA | NA | NA | -0.38 | -0.28 | -0.93 | -0.24 | 1.28 | 0.17 |
| Standard Deviation(%) | NA | 99.40 | 107.97 | NA | NA | NA | NA | 89.60 | 94.23 | 82.30 | 153.11 | 1.90 | 5.07 |
| Draw Down(%) | NA | 70.84 | 95.15 | NA | NA | NA | NA | 95.15 | 68.90 | 74.38 | 83.38 | 0.61 | 2.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/29/2025, AR inception is 03/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAER (Bridger Aerospace Group Holdings, Inc.) |
-51.34%
Mar 2022 - Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAER (Bridger Aerospace Group Holdings, Inc.) |
-24.02%
May 2021 - May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart