Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAMH | NA | -7.46% | NA | NA | NA | NA | NA | -8.70% |
Data as of 02/10/2023, AR inception is 10/22/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMH | 10/22/2020 | 02/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.72 | -7.46 | NA | NA | NA | NA | NA | -8.70 | 22.11 | -35.51 | 1.79 | 3.98 |
| Sharpe Ratio | NA | -0.38 | NA | NA | NA | NA | NA | -0.48 | 22.70 | -1.60 | 0.18 | 3.03 |
| Standard Deviation(%) | NA | 24.05 | NA | NA | NA | NA | NA | 17.60 | 22.03 | 23.09 | 9.89 | 7.51 |
| Draw Down(%) | NA | 24.92 | NA | NA | NA | NA | NA | 36.65 | 6.13 | 35.51 | 11.71 | 2.06 |
| Yield(%) | 0.00 | 5.42 | 3.46 | 2.07 | 1.04 | 0.69 | 0.52 | 5.18 | 0.00 | 4.62 | 4.53 | 1.15 |
Data as of 02/10/2023, AR inception is 10/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMH (BAMH) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BAMH (BAMH) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart