Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BCBP (BCB Bancorp, Inc.) 42.87% 52.45% 6.60% 0.14% 5.64% 5.32% 3.07%
Data as of 06/04/2026, Common starting date is 10/15/2003
More Performance Analytics Comparison
Name Start Date End Date
BCBP (BCB Bancorp, Inc.) 10/15/2003 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
Annualized Return (%) 10.21 52.45 6.60 0.14 5.64 5.32 3.07 42.87 -26.65 -2.52 -24.78 20.67 45.51 -15.00 37.75 -24.92 15.94 31.74 -6.83 -7.98 49.04 -1.86 7.74 14.82 -8.70 -30.99 -5.37 9.61 27.28 36.01 30.56
Sharpe Ratio NA 1.13 0.03 -0.13 0.10 NA NA 3.36 -0.93 -0.15 -0.76 0.69 1.42 -0.27 1.59 -1.39 0.68 1.88 -0.32 -0.41 1.56 -0.08 0.25 0.33 -0.14 -0.62 -0.37 0.27 0.65 0.55 3.70
Standard Deviation(%) NA 28.79 36.04 33.11 33.12 NA NA 27.85 31.84 41.73 37.68 27.94 31.97 55.67 22.80 19.01 22.43 16.73 21.55 19.52 31.31 23.75 31.03 44.22 60.88 51.21 22.85 22.92 38.43 63.97 68.85
Draw Down(%) NA 16.77 41.23 55.89 55.89 NA NA 8.00 33.02 30.74 46.02 19.10 17.91 41.16 14.92 34.13 24.77 6.82 19.99 11.85 18.51 16.20 26.79 27.55 31.61 34.69 19.07 13.41 17.99 38.39 14.77
Yield(%) 0.00 6.10 5.26 4.19 5.51 5.30 3.45 2.01 5.57 4.87 3.58 4.17 5.41 4.08 5.19 3.84 4.28 5.35 4.77 5.27 5.05 4.74 4.80 5.30 4.62 2.82 1.96 1.90 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 10/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCBP (BCB Bancorp, Inc.) -22.22%
May 2022 – May 2025
-8.36%
Nov 2005 – Nov 2010
-0.55%
Mar 2006 – Mar 2016
0.88%
Jul 2005 – Jul 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCBP (BCB Bancorp, Inc.) 32.71%
May 2004 – May 2007
16.35%
Mar 2012 – Mar 2017
12.68%
Nov 2012 – Nov 2022
8.39%
Jun 2004 – Jun 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return