Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDC (Belden Inc.) | -4.96% | 2.62% | 8.10% | 15.81% | 5.53% | 8.75% | 6.91% | … | … |
Data as of 06/04/2026, Common starting date is 11/24/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDC (Belden Inc.) | 11/24/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.02 | 2.62 | 8.10 | 15.81 | 5.53 | 8.75 | 6.91 | … | … | -4.96 | 5.30 | 46.06 | 7.69 | 9.75 | 57.46 | -23.40 | 32.14 | -45.70 | 3.48 | 57.30 | -39.31 | 12.17 | 57.14 | 35.93 | -9.07 | 69.21 | 6.28 | -52.75 | 14.29 | 60.99 | 6.25 | 159.24 | 52.37 | -56.87 | -18.63 | 64.47 | 24.32 | -28.62 | 24.90 | -29.26 | 166.67 | 57.14 | 6.33 |
| Sharpe Ratio | NA | -0.14 | 0.06 | 0.36 | 0.09 | NA | NA | … | … | -0.58 | 0.07 | 1.27 | 0.09 | 0.22 | 1.51 | -0.37 | 0.72 | -1.19 | 0.12 | 1.29 | -0.97 | 0.50 | 2.37 | 1.16 | -0.19 | 1.67 | 0.09 | -0.67 | 0.29 | 1.77 | 0.13 | 2.08 | 0.86 | -0.82 | -0.34 | 0.76 | 0.39 | -0.59 | 0.45 | -0.42 | 3.43 | 1.00 | 1.41 |
| Standard Deviation(%) | NA | 35.29 | 38.81 | 36.99 | 40.77 | NA | NA | … | … | 42.57 | 34.92 | 33.34 | 42.93 | 37.56 | 38.06 | 64.06 | 42.85 | 39.80 | 23.73 | 44.19 | 40.41 | 24.53 | 24.12 | 31.17 | 49.15 | 41.32 | 69.40 | 80.08 | 38.08 | 32.75 | 29.95 | 76.21 | 60.13 | 70.80 | 63.85 | 79.10 | 53.64 | 54.05 | 46.99 | 78.39 | 47.39 | 53.94 | 59.19 |
| Draw Down(%) | NA | 32.41 | 36.62 | 36.62 | 67.69 | NA | NA | … | … | 32.41 | 28.61 | 14.63 | 36.62 | 26.19 | 23.34 | 49.83 | 34.15 | 55.40 | 18.36 | 22.08 | 52.47 | 25.66 | 14.31 | 25.95 | 40.38 | 29.06 | 61.22 | 74.05 | 25.90 | 14.74 | 27.66 | 29.28 | 33.08 | 69.80 | 48.84 | 50.22 | 47.15 | 67.72 | 42.52 | 51.25 | 16.90 | 31.03 | 8.89 |
| Yield(%) | 0.00 | 0.19 | 0.23 | 0.37 | 0.30 | 0.59 | 0.63 | … | … | 0.04 | 0.18 | 0.26 | 0.27 | 0.31 | 0.49 | 0.36 | 0.48 | 0.25 | 0.26 | 0.43 | 0.25 | 0.29 | 0.43 | 0.57 | 0.53 | 0.85 | 0.94 | 0.45 | 0.53 | 0.82 | 0.89 | 0.53 | 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 11/24/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDC (Belden Inc.) |
-34.75%
Aug 2000 – Aug 2003 |
-17.08%
Mar 2015 – Mar 2020 |
-1.61%
Aug 2000 – Aug 2010 |
-0.04%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDC (Belden Inc.) |
91.37%
May 2004 – May 2007 |
64.82%
Oct 2002 – Oct 2007 |
26.06%
Apr 1997 – Apr 2007 |
21.07%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart