Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCIFX (BLUE CHIP INVESTOR FUND BLUE CHIP INVESTOR FUND) | 0.58% | 15.64% | 15.05% | 6.77% | 8.29% | 9.41% | 7.09% | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCIFX (BLUE CHIP INVESTOR FUND BLUE CHIP INVESTOR FUND) | 10/29/2002 | 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 15.64 | 15.05 | 6.77 | 8.29 | 9.41 | 7.09 | … | … | 0.58 | 15.39 | 17.99 | 18.88 | -16.65 | 29.25 | -6.14 | 20.90 | -15.13 | 18.52 | 18.63 | -4.97 | 12.64 | 28.63 | 17.49 | -1.04 | 13.41 | 20.63 | -34.80 | 0.72 | 16.73 | 2.83 | 5.20 | 24.78 | 0.99 |
| Sharpe Ratio | NA | 1.11 | 0.87 | 0.26 | 0.35 | NA | NA | … | … | 0.19 | 0.72 | 1.07 | 1.03 | -0.75 | 1.82 | -0.16 | 1.38 | -0.96 | 2.23 | 1.54 | -0.41 | 1.27 | 2.69 | 1.51 | -0.04 | 0.77 | 0.67 | -0.90 | -0.18 | 1.50 | 0.06 | 0.41 | 1.51 | 0.21 |
| Standard Deviation(%) | NA | 12.59 | 14.99 | 17.34 | 19.64 | NA | NA | … | … | 14.32 | 17.56 | 13.45 | 14.91 | 24.12 | 16.02 | 39.84 | 14.08 | 17.21 | 8.05 | 11.97 | 12.23 | 9.93 | 10.63 | 11.62 | 24.69 | 17.20 | 30.68 | 39.74 | 13.78 | 8.92 | 9.79 | 10.24 | 15.96 | 23.89 |
| Draw Down(%) | NA | 11.01 | 14.12 | 26.69 | 42.69 | NA | NA | … | … | 11.01 | 13.38 | 8.08 | 12.16 | 26.25 | 6.99 | 41.39 | 9.05 | 25.63 | 4.88 | 7.51 | 9.09 | 6.18 | 4.74 | 6.71 | 19.55 | 13.06 | 33.90 | 48.57 | 10.12 | 5.34 | 9.85 | 11.56 | 14.59 | 6.73 |
| Yield(%) | 0.00 | 3.50 | 6.79 | 4.14 | 4.75 | 6.00 | 4.71 | … | … | 0.00 | 3.53 | 10.76 | 5.32 | 1.36 | 1.67 | 0.05 | 1.47 | 4.46 | 6.50 | 6.98 | 5.75 | 3.45 | 0.00 | 0.45 | 0.17 | 0.07 | 0.41 | 0.00 | 4.39 | 5.85 | 7.31 | 0.01 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCIFX (BLUE CHIP INVESTOR FUND BLUE CHIP INVESTOR FUND) |
-16.68%
Feb 2006 – Feb 2009 |
-9.79%
Feb 2004 – Feb 2009 |
4.51%
Nov 2002 – Nov 2012 |
4.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCIFX (BLUE CHIP INVESTOR FUND BLUE CHIP INVESTOR FUND) |
23.34%
Feb 2009 – Feb 2012 |
21.57%
Feb 2009 – Feb 2014 |
13.87%
Feb 2009 – Feb 2019 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart