Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BC-PB (Brunswick Corp) | 0.24% | 7.01% | 4.65% | 5.52% | NA | NA | NA | 7.60% |
Data as of 01/16/2025, AR inception is 12/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BC-PB (Brunswick Corp) | 12/06/2018 | 01/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 7.01 | 4.65 | 5.52 | NA | NA | NA | 7.60 | 0.24 | 8.45 | 4.53 | -2.34 | 7.38 | 9.70 | 22.68 | -3.25 |
| Sharpe Ratio | NA | 0.05 | 0.02 | 0.12 | NA | NA | NA | 0.23 | 4.42 | 0.21 | 0.01 | -0.18 | 0.61 | 0.21 | 2.41 | -1.95 |
| Standard Deviation(%) | NA | 8.83 | 16.49 | 24.71 | NA | NA | NA | 22.76 | 0.61 | 8.94 | 18.44 | 20.21 | 12.11 | 45.61 | 8.81 | 21.65 |
| Draw Down(%) | NA | 5.35 | 12.28 | 41.25 | NA | NA | NA | 41.25 | 0.04 | 5.35 | 12.27 | 12.28 | 10.38 | 41.25 | 3.55 | 8.96 |
| Yield(%) | 0.00 | 6.64 | 6.24 | 6.76 | 4.48 | 2.99 | 2.24 | 7.47 | 0.00 | 6.73 | 6.64 | 6.07 | 6.12 | 9.38 | 6.73 | 0.77 |
Data as of 01/16/2025, AR inception is 12/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BC-PB (Brunswick Corp) |
-0.25%
Aug 2021 - Aug 2024 |
5.27%
Aug 2019 - Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BC-PB (Brunswick Corp) |
11.57%
Mar 2020 - Mar 2023 |
6.92%
Jan 2019 - Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart