Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAH (Booz Allen Hamilton Holding Corporation) | -4.43% | -20.01% | -6.43% | 0.50% | 12.44% | 17.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAH (Booz Allen Hamilton Holding Corporation) | 11/17/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | -20.01 | -6.43 | 0.50 | 12.44 | 17.94 | NA | … | … | -4.43 | -33.02 | 2.00 | 24.47 | 25.71 | -1.04 | 24.46 | 60.16 | 20.21 | 7.77 | 19.32 | 18.51 | 56.44 | 49.26 | 41.26 | -11.19 | 0.91 |
| Sharpe Ratio | NA | -0.69 | -0.23 | -0.07 | 0.37 | NA | NA | … | … | -0.34 | -0.95 | -0.05 | 0.92 | 0.85 | -0.05 | 0.67 | 2.77 | 0.87 | 0.25 | 0.87 | 0.67 | 2.26 | 1.78 | 1.28 | -0.34 | 0.38 |
| Standard Deviation(%) | NA | 37.54 | 34.13 | 31.05 | 28.87 | NA | NA | … | … | 45.03 | 37.94 | 31.03 | 22.91 | 28.75 | 23.58 | 35.73 | 21.18 | 21.69 | 28.05 | 21.93 | 27.53 | 24.96 | 27.62 | 32.51 | 33.31 | 20.32 |
| Draw Down(%) | NA | 37.07 | 60.24 | 60.24 | 60.24 | NA | NA | … | … | 29.44 | 42.93 | 30.76 | 14.95 | 21.48 | 21.28 | 27.44 | 12.28 | 17.56 | 19.30 | 16.30 | 19.73 | 16.28 | 16.50 | 21.99 | 31.94 | 7.13 |
| Yield(%) | 0.00 | 2.19 | 2.02 | 2.23 | 4.73 | 9.85 | 6.79 | … | … | 0.70 | 1.72 | 1.60 | 1.80 | 1.95 | 1.72 | 1.72 | 2.17 | 2.00 | 1.90 | 2.00 | 1.96 | 2.52 | 3.15 | 45.70 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAH (Booz Allen Hamilton Holding Corporation) |
-6.15%
Nov 2022 – Nov 2025 |
0.45%
May 2021 – May 2026 |
11.90%
Mar 2016 – Mar 2026 |
17.01%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAH (Booz Allen Hamilton Holding Corporation) |
61.07%
Nov 2011 – Nov 2014 |
43.28%
Nov 2011 – Nov 2016 |
30.73%
Nov 2011 – Nov 2021 |
18.25%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart