Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFN (BayFirst Financial Corp.) | NA | -26.99% | -16.12% | -3.43% | NA | NA | NA | … | … |
Data as of 10/24/2025, Common starting date is 11/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFN (BayFirst Financial Corp.) | 11/20/2019 | 10/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | -26.99 | -16.12 | -3.43 | NA | NA | NA | … | … | -28.58 | 4.61 | -20.18 | -25.26 | 67.05 | -45.75 | 0.00 |
| Sharpe Ratio | NA | -0.48 | -0.42 | -0.12 | NA | NA | NA | … | … | -0.54 | 0.03 | -0.61 | -0.56 | 1.46 | -0.23 | NA |
| Standard Deviation(%) | NA | 62.55 | 46.66 | 47.25 | NA | NA | NA | … | … | 67.87 | 34.25 | 39.20 | 47.82 | 45.32 | 186.42 | 0.00 |
| Draw Down(%) | NA | 65.74 | 65.74 | 77.94 | NA | NA | NA | … | … | 65.74 | 16.60 | 52.60 | 36.00 | 31.51 | 79.21 | 0.00 |
| Yield(%) | 0.00 | 1.83 | 1.73 | 1.73 | 0.42 | 0.28 | 0.21 | … | … | 1.22 | 2.45 | 1.91 | 1.38 | 1.65 | 0.42 | 0.00 |
Data as of 10/24/2025, Common starting date is 11/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFN (BayFirst Financial Corp.) |
-21.64%
Sep 2021 – Sep 2024 |
-2.89%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFN (BayFirst Financial Corp.) |
34.56%
Apr 2020 – Apr 2023 |
21.74%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart