Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCV (Bancroft Fund Limited) | 5.39% | 30.87% | 11.69% | 10.08% | 10.03% | 10.43% | 8.85% | 7.07% |
Data as of 06/02/2025, AR inception is 09/10/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCV (Bancroft Fund Limited) | 09/10/1984 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 30.87 | 11.69 | 10.08 | 10.03 | 10.43 | 8.85 | 7.07 | 5.39 | 28.09 | 9.56 | -27.65 | 11.17 | 30.00 | 50.42 | -3.99 | 13.44 | 18.61 | -4.63 | 10.57 | 17.02 | 12.36 | -7.59 | 17.48 | 43.38 | -39.37 | 13.99 | 15.47 | -1.52 | 6.09 | 9.75 | -8.72 | 10.36 | 13.76 | 6.20 | 8.10 | 24.44 | 17.42 | 29.29 | -12.42 | 24.56 | 15.24 | 19.48 | -9.87 | 2.84 | -12.43 | -22.26 | -5.89 | 22.22 | -3.76 |
| Sharpe Ratio | NA | 1.57 | 0.43 | 0.43 | 0.41 | NA | NA | 0.26 | 0.39 | 1.57 | 0.30 | -1.26 | 0.48 | 0.74 | 3.25 | -0.33 | 1.30 | 1.31 | -0.35 | 1.03 | 2.04 | 1.33 | -0.46 | 1.11 | 1.73 | -1.19 | 0.88 | 2.07 | -0.44 | 0.52 | 0.69 | -0.60 | 0.43 | 0.56 | 0.18 | 0.27 | 1.49 | 1.06 | 1.73 | -0.95 | 1.75 | 0.90 | 1.24 | -1.18 | -0.21 | -0.94 | -0.96 | -0.45 | 1.18 | -1.25 |
| Standard Deviation(%) | NA | 17.87 | 18.59 | 20.34 | 20.81 | NA | NA | 17.53 | 22.65 | 13.85 | 17.83 | 23.17 | 23.11 | 40.14 | 15.09 | 15.96 | 9.91 | 14.03 | 13.33 | 10.29 | 8.31 | 9.32 | 16.43 | 15.63 | 25.09 | 33.74 | 12.50 | 5.91 | 8.40 | 9.95 | 13.07 | 16.48 | 19.06 | 17.12 | 16.58 | 17.99 | 14.02 | 13.07 | 14.73 | 16.14 | 12.76 | 14.22 | 12.59 | 12.76 | 13.47 | 18.13 | 27.37 | 22.07 | 14.36 | 14.31 |
| Draw Down(%) | NA | 12.42 | 18.41 | 39.60 | 42.22 | NA | NA | 54.51 | 12.42 | 8.26 | 18.11 | 29.66 | 19.54 | 42.22 | 8.46 | 18.15 | 5.51 | 12.64 | 16.33 | 10.69 | 7.45 | 9.15 | 20.04 | 11.27 | 19.75 | 50.46 | 13.39 | 3.55 | 10.48 | 8.96 | 7.70 | 19.11 | 16.33 | 10.81 | 11.77 | 23.22 | 8.27 | 7.53 | 4.60 | 16.91 | 3.55 | 5.10 | 4.28 | 17.30 | 8.47 | 25.70 | 33.90 | 23.25 | 8.15 | 4.77 |
| Yield(%) | 0.00 | 8.80 | 6.72 | 9.22 | 8.68 | 9.62 | 8.01 | 6.18 | 1.81 | 8.76 | 7.78 | 4.85 | 13.95 | 11.91 | 9.13 | 10.98 | 5.68 | 7.11 | 4.96 | 2.72 | 3.37 | 3.77 | 3.23 | 4.41 | 6.50 | 4.33 | 14.40 | 7.06 | 4.03 | 3.72 | 3.91 | 3.92 | 4.43 | 20.23 | 16.17 | 15.57 | 20.09 | 14.64 | 9.48 | 5.87 | 9.62 | 4.82 | 2.80 | 2.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/02/2025, AR inception is 09/10/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCV (Bancroft Fund Limited) |
-16.91%
Mar 1986 - Mar 1989 |
-10.40%
Mar 1986 - Mar 1991 |
-0.09%
Nov 1998 - Nov 2008 |
3.46%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCV (Bancroft Fund Limited) |
29.54%
Dec 2018 - Dec 2021 |
23.66%
Jan 2016 - Jan 2021 |
14.97%
Jan 1991 - Jan 2001 |
11.34%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart