Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANFP (BFC Capital Trust II Pref) | 0.89% | 6.73% | 6.17% | 6.14% | 6.34% | 6.52% | 6.98% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANFP (BFC Capital Trust II Pref) | 03/17/2004 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 6.73 | 6.17 | 6.14 | 6.34 | 6.52 | 6.98 | … | … | 0.89 | 10.92 | 5.67 | -2.47 | 5.29 | 6.36 | 11.07 | 6.02 | 6.85 | 8.09 | 8.82 | -1.87 | 13.78 | 11.06 | 0.20 | 10.86 | 15.44 | 7.71 | 8.02 | 4.48 | 7.93 | 0.46 | 10.08 |
| Sharpe Ratio | NA | 0.61 | 0.27 | 0.17 | 0.20 | NA | NA | … | … | -0.08 | 0.69 | 0.24 | -0.31 | 0.11 | 0.30 | 0.53 | 0.19 | 0.18 | 0.30 | 0.31 | -0.08 | 0.89 | 0.23 | 0.00 | 0.43 | 0.66 | 0.24 | 0.15 | 0.08 | 0.36 | -0.15 | 0.97 |
| Standard Deviation(%) | NA | 9.37 | 12.09 | 20.84 | 23.10 | NA | NA | … | … | 10.87 | 11.77 | 8.44 | 19.91 | 35.38 | 21.37 | 20.21 | 24.24 | 30.18 | 24.46 | 27.71 | 22.83 | 15.49 | 47.57 | 44.26 | 25.19 | 23.27 | 32.12 | 47.24 | 17.67 | 12.60 | 11.61 | 12.21 |
| Draw Down(%) | NA | 3.58 | 7.18 | 15.66 | 19.93 | NA | NA | … | … | 3.58 | 6.18 | 2.62 | 9.44 | 12.81 | 8.82 | 8.60 | 12.28 | 19.93 | 11.39 | 10.17 | 9.90 | 6.36 | 21.68 | 26.71 | 13.07 | 6.70 | 11.72 | 32.88 | 13.39 | 3.85 | 5.94 | 6.56 |
| Yield(%) | 0.00 | 6.83 | 6.67 | 6.37 | 6.46 | 6.53 | 6.91 | … | … | 1.70 | 7.02 | 6.93 | 6.26 | 4.76 | 6.13 | 6.58 | 6.55 | 6.54 | 6.59 | 6.79 | 6.19 | 6.60 | 6.86 | 6.78 | 6.77 | 7.19 | 7.20 | 8.04 | 5.37 | 7.06 | 6.75 | 6.94 |
Data as of 06/04/2026, Common starting date is 03/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANFP (BFC Capital Trust II Pref) |
2.07%
Nov 2020 – Nov 2023 |
4.53%
Jul 2020 – Jul 2025 |
5.30%
Dec 2014 – Dec 2024 |
6.34%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANFP (BFC Capital Trust II Pref) |
13.26%
Jun 2008 – Jun 2011 |
10.81%
Sep 2008 – Sep 2013 |
9.06%
Sep 2008 – Sep 2018 |
8.22%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison Chart