Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAMIX | 10.39% | -1.04% | -0.35% | -0.21% | 0.43% | NA | NA | 0.31% |
Data as of 05/09/2025, AR inception is 05/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMIX | 05/27/2014 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -1.04 | -0.35 | -0.21 | 0.43 | NA | NA | 0.31 | 10.39 | -2.06 |
| Sharpe Ratio | NA | 0.32 | 0.07 | 0.02 | -0.06 | NA | NA | -0.09 | -0.01 | -0.88 |
| Standard Deviation(%) | NA | 27.90 | 27.90 | 27.90 | 15.86 | NA | NA | 11.45 | 27.90 | 3.86 |
| Draw Down(%) | NA | 10.24 | 10.24 | 10.24 | 10.24 | NA | NA | 10.24 | 10.24 | 5.28 |
| Yield(%) | 0.00 | 0.94 | 0.31 | 0.19 | 0.42 | 0.44 | 0.33 | 0.66 | 0.94 | 2.07 |
Data as of 05/09/2025, AR inception is 05/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMIX (BAMIX) |
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 |
|---|---|---|---|---|
| BAMIX (BAMIX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart