Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BC-PC (Brunswick Corp) | -4.43% | 8.68% | 3.89% | 2.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BC-PC (Brunswick Corp) | 03/08/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | 8.68 | 3.89 | 2.55 | NA | NA | NA | … | … | -4.43 | 10.74 | 9.78 | -1.47 | -0.46 | 7.28 | 9.49 | 15.12 |
| Sharpe Ratio | NA | 0.76 | 0.13 | 0.01 | NA | NA | NA | … | … | -1.16 | 0.74 | 0.54 | -0.29 | -0.09 | 0.60 | 0.19 | 2.11 |
| Standard Deviation(%) | NA | 9.84 | 12.29 | 15.15 | NA | NA | NA | … | … | 10.36 | 10.60 | 11.34 | 17.97 | 21.34 | 12.07 | 48.73 | 8.24 |
| Draw Down(%) | NA | 7.67 | 13.62 | 21.35 | NA | NA | NA | … | … | 7.67 | 10.70 | 7.73 | 13.62 | 16.56 | 10.96 | 45.15 | 3.70 |
| Yield(%) | 0.00 | 5.12 | 5.67 | 5.25 | 4.75 | 3.17 | 2.37 | … | … | 0.00 | 6.48 | 6.68 | 6.24 | 5.83 | 5.94 | 9.18 | 5.52 |
Data as of 06/04/2026, Common starting date is 03/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BC-PC (Brunswick Corp) |
-0.68%
Oct 2020 – Oct 2023 |
2.65%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BC-PC (Brunswick Corp) |
12.11%
Mar 2020 – Mar 2023 |
7.84%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart