Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BDRWX NA -44.22% -17.08% NA NA NA NA
Data as of 05/20/2022, Common starting date is 10/04/2018
More Performance Analytics Comparison
Name Start Date End Date
BDRWX 10/04/2018 05/20/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) -0.79 -44.22 -17.08 NA NA NA NA -3.85 -42.36 -3.81 18.66 -2.70
Sharpe Ratio NA -0.36 -0.24 NA NA NA NA -3.62 -0.34 -0.24 2.33 -0.79
Standard Deviation(%) NA 122.77 71.60 NA NA NA NA 2.77 123.05 16.64 7.41 15.64
Draw Down(%) NA 67.66 67.66 NA NA NA NA 3.85 67.66 21.47 2.96 7.51
Yield(%) 0.00 82.57 30.60 19.84 9.92 6.61 4.96 0.00 87.75 6.58 9.29 0.00
Data as of 05/20/2022, Common starting date is 10/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BDRWX (BDRWX) -16.51%
Apr 2019 – Apr 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BDRWX (BDRWX) -13.03%
Dec 2018 – Dec 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return