Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFI (Bancaffiliated Inc) | NA | -12.43% | -11.65% | 3.15% | 12.79% | NA | NA | … | … |
Data as of 09/29/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFI (Bancaffiliated Inc) | 06/19/2012 | 09/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.43 | -11.65 | 3.15 | 12.79 | NA | NA | … | … | -12.43 | 25.00 | -37.01 | 0.00 | 69.33 | 0.00 | 2.00 | 1.55 | 50.00 | 75.00 | 5.00 |
| Sharpe Ratio | NA | -0.99 | -0.49 | 0.09 | 0.41 | NA | NA | … | … | -1.12 | 1.13 | -1.11 | 0.00 | 1.72 | 0.00 | 0.91 | 0.04 | 1.29 | 1.41 | 1.43 |
| Standard Deviation(%) | NA | 13.27 | 24.38 | 25.93 | 30.06 | NA | NA | … | … | 15.41 | 22.13 | 33.32 | NA | 39.64 | NA | 1.98 | 36.48 | 38.61 | 53.13 | 6.72 |
| Draw Down(%) | NA | 12.43 | 37.01 | 37.01 | 37.01 | NA | NA | … | … | 12.43 | 0.00 | 37.01 | 0.00 | 1.61 | 0.00 | 0.00 | 22.68 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.50 | 1.67 | 1.25 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.00 | 2.00 | 2.94 | 5.00 | 5.00 |
Data as of 09/29/2022, 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 |
|---|---|---|---|---|
| BAFI (Bancaffiliated Inc) |
-11.65%
Mar 2019 – Mar 2022 |
-3.40%
Nov 2015 – Nov 2020 |
12.79%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFI (Bancaffiliated Inc) |
53.54%
Nov 2012 – Nov 2015 |
35.71%
Sep 2013 – Sep 2018 |
12.79%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart