Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBXIB (BBX Capital Inc) | -36.55% | 6.37% | -18.91% | -9.56% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBXIB (BBX Capital Inc) | 10/05/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.37 | -18.91 | -9.56 | NA | NA | NA | … | … | -36.55 | -13.26 | -10.82 | -8.53 | -19.49 | 114.55 | 59.88 |
| Sharpe Ratio | NA | 0.16 | -0.28 | -0.18 | NA | NA | NA | … | … | -0.73 | -0.13 | -0.72 | -0.38 | -0.40 | 3.35 | 5.90 |
| Standard Deviation(%) | NA | 119.22 | 79.86 | 68.40 | NA | NA | NA | … | … | 95.27 | 121.65 | 20.03 | 32.58 | 52.06 | 34.16 | 100.81 |
| Draw Down(%) | NA | 58.58 | 63.78 | 70.75 | NA | NA | NA | … | … | 44.55 | 54.71 | 20.02 | 29.20 | 41.67 | 11.71 | 0.00 |
| Yield(%) | 0.00 | 24.94 | 4.17 | 2.84 | 2.91 | 1.94 | 1.45 | … | … | 0.00 | 12.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBXIB (BBX Capital Inc) |
-29.44%
Apr 2022 – Apr 2025 |
-11.22%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBXIB (BBX Capital Inc) |
21.08%
Nov 2020 – Nov 2023 |
6.58%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart