Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCPC (Balchem Corporation) | 3.04% | -4.39% | 7.66% | 4.14% | 10.61% | 10.23% | 15.75% | … | … |
Data as of 06/04/2026, Common starting date is 06/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCPC (Balchem Corporation) | 06/03/1986 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | -4.39 | 7.66 | 4.14 | 10.61 | 10.23 | 15.75 | … | … | 3.04 | -5.34 | 10.15 | 22.80 | -27.15 | 46.90 | 13.96 | 30.38 | -2.19 | -3.45 | 38.67 | -8.27 | 14.04 | 61.77 | -9.54 | 20.44 | 1.35 | 34.96 | 11.80 | 97.07 | 94.50 | 93.94 | 52.54 | -5.85 | 14.20 | 61.62 | 66.46 | 48.84 | -54.26 | 107.35 | -5.56 | 50.00 | 63.64 | -21.43 | -1.75 | 123.53 | 73.47 | -30.00 | 6.06 | -46.77 | 63.16 |
| Sharpe Ratio | NA | -0.37 | 0.26 | 0.07 | 0.34 | NA | NA | … | … | 0.13 | -0.38 | 0.28 | 0.76 | -1.01 | 1.94 | 0.33 | 0.96 | -0.16 | -0.21 | 1.21 | -0.27 | 0.41 | 2.34 | -0.26 | 0.50 | 0.03 | 0.93 | 0.19 | 1.68 | 1.57 | 1.93 | 3.03 | -0.23 | 0.56 | 1.56 | 1.44 | 1.00 | -1.10 | 2.28 | -0.31 | 0.96 | 0.77 | -0.36 | -0.06 | 1.33 | 1.35 | -0.44 | 0.02 | -0.52 | 1.26 |
| Standard Deviation(%) | NA | 21.17 | 23.00 | 24.09 | 26.76 | NA | NA | … | … | 23.40 | 21.91 | 23.10 | 25.27 | 28.41 | 24.13 | 41.11 | 30.08 | 22.95 | 19.47 | 31.86 | 30.89 | 34.25 | 26.38 | 36.71 | 41.04 | 48.24 | 37.37 | 55.51 | 56.28 | 58.16 | 47.43 | 17.02 | 28.43 | 23.39 | 38.73 | 43.23 | 45.69 | 52.52 | 45.12 | 29.58 | 47.94 | 78.19 | 65.62 | 73.21 | 89.72 | 49.99 | 82.03 | 77.71 | 97.69 | 100.88 |
| Draw Down(%) | NA | 16.52 | 23.10 | 33.89 | 36.72 | NA | NA | … | … | 14.48 | 20.36 | 11.93 | 19.37 | 32.62 | 18.63 | 29.31 | 19.38 | 36.72 | 18.05 | 13.76 | 21.34 | 23.29 | 11.58 | 36.38 | 25.51 | 46.33 | 24.13 | 28.27 | 18.62 | 19.97 | 19.85 | 10.19 | 33.00 | 17.80 | 20.27 | 19.15 | 34.43 | 65.45 | 18.01 | 25.88 | 22.16 | 33.73 | 31.03 | 42.86 | 38.10 | 26.83 | 51.19 | 40.00 | 73.96 | 56.03 |
| Yield(%) | 0.00 | 0.58 | 0.78 | 0.66 | 1.11 | 1.35 | 4.50 | … | … | 0.00 | 0.61 | 0.60 | 0.98 | 0.43 | 0.55 | 0.57 | 0.66 | 0.58 | 0.50 | 0.65 | 0.53 | 0.52 | 0.69 | 0.54 | 0.52 | 0.66 | 0.45 | 0.51 | 0.67 | 0.43 | 0.40 | 0.39 | 0.33 | 0.38 | 0.48 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPC (Balchem Corporation) |
-45.91%
Oct 1986 – Oct 1989 |
-8.57%
Jun 1994 – Jun 1999 |
-2.94%
Oct 1986 – Oct 1996 |
4.46%
Oct 1986 – Oct 2001 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPC (Balchem Corporation) |
104.55%
Aug 2004 – Aug 2007 |
73.15%
Mar 2003 – Mar 2008 |
49.19%
Dec 1998 – Dec 2008 |
38.53%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison Chart