Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BC-PA (Brunswick Corp) | NA | 7.79% | 7.08% | 4.50% | NA | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 10/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BC-PA (Brunswick Corp) | 10/08/2018 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 7.79 | 7.08 | 4.50 | NA | NA | NA | … | … | 7.74 | 5.13 | 10.55 | -4.73 | 6.73 | 8.23 | 15.65 | 4.18 |
| Sharpe Ratio | NA | 0.55 | 0.25 | 0.17 | NA | NA | NA | … | … | 0.53 | 0.13 | 0.38 | -0.35 | 0.56 | 0.20 | 1.48 | 1.01 |
| Standard Deviation(%) | NA | 10.88 | 14.48 | 14.38 | NA | NA | NA | … | … | 10.65 | 11.94 | 18.24 | 17.53 | 11.99 | 40.04 | 9.56 | 17.99 |
| Draw Down(%) | NA | 8.72 | 14.13 | 19.49 | NA | NA | NA | … | … | 8.72 | 7.04 | 14.13 | 12.68 | 11.96 | 38.39 | 3.34 | 7.37 |
| Yield(%) | 0.00 | 6.51 | 6.50 | 5.84 | 5.03 | 3.35 | 2.51 | … | … | 4.97 | 6.60 | 6.74 | 6.05 | 6.07 | 9.24 | 6.56 | 1.87 |
Data as of 11/28/2025, Common starting date is 10/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BC-PA (Brunswick Corp) |
-0.94%
Aug 2021 – Aug 2024 |
3.63%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BC-PA (Brunswick Corp) |
11.23%
Mar 2020 – Mar 2023 |
8.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart