Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCWG (BCW Group Holding Inc) | NA | 0.00% | -20.63% | -12.50% | NA | NA | NA | … | … |
Data as of 09/27/2022, Common starting date is 09/16/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCWG (BCW Group Holding Inc) | 09/16/2016 | 09/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -20.63 | -12.50 | NA | NA | NA | … | … | 0.00 | -20.00 | -37.50 | 90.48 | -46.15 | 30.00 | 48.51 |
| Sharpe Ratio | NA | 0.00 | -0.38 | -0.23 | NA | NA | NA | … | … | 0.00 | -0.23 | -1.01 | 1.38 | -0.77 | 0.32 | 0.44 |
| Standard Deviation(%) | NA | 69.31 | 55.36 | 58.64 | NA | NA | NA | … | … | NA | 88.34 | 37.31 | 64.44 | 62.03 | 90.87 | 646.11 |
| Draw Down(%) | NA | 0.00 | 75.00 | 75.00 | NA | NA | NA | … | … | 0.00 | 60.00 | 37.50 | 0.00 | 46.15 | 42.86 | 82.67 |
| Yield(%) | 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 09/27/2022, Common starting date is 09/16/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCWG (BCW Group Holding Inc) |
-27.28%
Mar 2018 – Mar 2021 |
-12.50%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCWG (BCW Group Holding Inc) |
71.00%
Oct 2016 – Oct 2019 |
20.11%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart