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
BCC (Boise Cascade Company) -6.41% -20.89% 0.84% 7.27% 16.55% NA NA
Data as of 06/04/2026, Common starting date is 02/06/2013
More Performance Analytics Comparison
Name Start Date End Date
BCC (Boise Cascade Company) 02/06/2013 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
Annualized Return (%) -2.35 -20.89 0.84 7.27 16.55 NA NA -6.41 -37.47 -4.02 106.65 1.53 62.14 37.03 62.95 -38.34 77.65 -11.84 -31.29 26.01 12.76
Sharpe Ratio NA -0.60 -0.03 0.11 0.36 NA NA -0.36 -1.09 -0.20 3.27 0.00 1.44 0.58 1.93 -1.24 2.63 -0.21 -0.86 0.94 0.40
Standard Deviation(%) NA 37.68 36.87 41.07 41.89 NA NA 39.96 37.23 38.02 31.83 55.69 43.16 63.29 31.85 32.13 29.41 57.25 36.57 27.64 35.28
Draw Down(%) NA 29.60 56.47 56.47 56.47 NA NA 27.89 48.48 25.18 23.76 34.75 34.40 49.57 24.30 53.70 14.05 45.58 41.71 23.32 33.26
Yield(%) 0.31 1.01 5.61 7.82 13.33 7.73 5.80 0.59 0.73 4.54 12.41 5.65 11.34 5.55 5.57 0.81 0.31 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 02/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCC (Boise Cascade Company) -15.17%
Mar 2013 – Mar 2016
-6.89%
Mar 2015 – Mar 2020
9.44%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCC (Boise Cascade Company) 63.07%
May 2019 – May 2022
53.82%
May 2019 – May 2024
22.74%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return