Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDIMF (Black Diamond Group Limited) | 28.86% | 99.99% | 46.18% | 31.24% | 14.35% | 2.16% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDIMF (Black Diamond Group Limited) | 02/09/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.85 | 99.99 | 46.18 | 31.24 | 14.35 | 2.16 | NA | … | … | 28.86 | 66.96 | 6.89 | 76.25 | 2.83 | 71.85 | 48.92 | 0.72 | -25.00 | -43.01 | -29.14 | -48.96 | -60.04 | 45.05 | 17.89 | 71.80 | 38.06 |
| Sharpe Ratio | NA | 3.09 | 1.46 | 0.86 | 0.25 | NA | NA | … | … | 2.73 | 1.99 | 0.11 | 2.28 | 0.03 | 1.58 | 0.51 | -0.02 | -0.39 | -0.73 | -0.40 | -0.71 | -1.37 | 1.85 | 0.56 | 1.91 | 1.12 |
| Standard Deviation(%) | NA | 34.32 | 30.81 | 37.39 | 54.25 | NA | NA | … | … | 38.15 | 32.59 | 28.74 | 32.19 | 45.63 | 45.38 | 95.41 | 44.74 | 68.50 | 60.41 | 73.24 | 69.11 | 43.81 | 24.40 | 32.03 | 37.62 | 38.60 |
| Draw Down(%) | NA | 15.25 | 26.59 | 38.75 | 83.63 | NA | NA | … | … | 15.25 | 16.04 | 23.99 | 20.81 | 37.44 | 32.64 | 52.05 | 38.86 | 59.87 | 70.25 | 53.36 | 69.36 | 65.91 | 16.91 | 19.57 | 25.88 | 24.40 |
| Yield(%) | 0.00 | 1.65 | 1.89 | 1.76 | 1.41 | 1.81 | 2.90 | … | … | 0.30 | 1.66 | 1.11 | 1.77 | 1.27 | 0.97 | 0.00 | 0.00 | 0.00 | 3.56 | 5.43 | 5.95 | 3.01 | 4.00 | 3.50 | 5.60 | 5.40 |
Data as of 06/03/2026, Common starting date is 02/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDIMF (Black Diamond Group Limited) |
-59.73%
Aug 2014 – Aug 2017 |
-43.97%
Mar 2014 – Mar 2019 |
-20.36%
Apr 2010 – Apr 2020 |
-0.67%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDIMF (Black Diamond Group Limited) |
92.83%
Apr 2020 – Apr 2023 |
56.63%
Sep 2020 – Sep 2025 |
16.73%
Feb 2016 – Feb 2026 |
5.00%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart