Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBGI (Beasley Broadcast Group, Inc.) | 298.40% | 333.91% | -1.68% | -19.16% | -13.35% | -6.74% | -7.53% | … | … |
Data as of 06/04/2026, Common starting date is 02/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBGI (Beasley Broadcast Group, Inc.) | 02/11/2000 | 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 25.85 | 333.91 | -1.68 | -19.16 | -13.35 | -6.74 | -7.53 | … | … | 298.40 | -46.55 | -51.76 | -4.35 | -51.58 | 27.52 | -50.54 | -12.45 | -71.16 | 121.18 | 77.93 | -26.73 | -39.68 | 79.44 | 57.86 | -47.41 | 67.79 | 98.33 | -63.56 | -43.73 | -26.97 | -22.57 | 5.99 | 38.29 | -8.07 | 56.51 | -41.15 |
| Sharpe Ratio | NA | 1.02 | -0.11 | -0.24 | -0.19 | NA | NA | … | … | 7.10 | -0.28 | -0.78 | -0.13 | -1.23 | 0.48 | -0.40 | -0.33 | -1.21 | 1.88 | 1.31 | -0.51 | -1.02 | 1.45 | 0.97 | -0.74 | 0.80 | 0.59 | -0.37 | -0.98 | -0.68 | -0.71 | 0.16 | 0.95 | -0.15 | 0.74 | -0.71 |
| Standard Deviation(%) | NA | 207.82 | 133.28 | 107.62 | 93.45 | NA | NA | … | … | 188.33 | 176.51 | 75.22 | 64.59 | 43.03 | 57.36 | 126.38 | 41.80 | 60.02 | 64.46 | 59.49 | 52.68 | 38.99 | 54.73 | 60.14 | 63.79 | 84.28 | 166.20 | 174.61 | 47.79 | 44.61 | 34.88 | 30.77 | 39.39 | 60.35 | 74.47 | 69.69 |
| Draw Down(%) | NA | 81.19 | 87.64 | 95.17 | 98.92 | NA | NA | … | … | 47.93 | 70.16 | 57.89 | 48.48 | 55.83 | 42.77 | 69.28 | 39.33 | 76.33 | 49.24 | 18.10 | 43.54 | 50.42 | 27.54 | 36.20 | 64.83 | 52.20 | 72.97 | 86.99 | 46.65 | 54.44 | 29.66 | 31.38 | 27.42 | 42.12 | 48.71 | 52.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.56 | 2.34 | 1.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.59 | 4.80 | 1.50 | 2.86 | 5.22 | 3.59 | 1.97 | 0.90 | 2.61 | 0.00 | 0.00 | 0.00 | 2.87 | 2.64 | 1.85 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBGI (Beasley Broadcast Group, Inc.) |
-58.62%
Nov 2005 – Nov 2008 |
-43.22%
Mar 2021 – Mar 2026 |
-25.27%
Jun 2015 – Jun 2025 |
-20.92%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBGI (Beasley Broadcast Group, Inc.) |
63.41%
Nov 2008 – Nov 2011 |
60.41%
Nov 2008 – Nov 2013 |
21.26%
Nov 2008 – Nov 2018 |
2.87%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart