Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BESS | NA | -25.00% | 2.33% | -21.81% | -21.24% | -19.29% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BESS | 02/17/2011 | 06/09/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.00 | 2.33 | -21.81 | -21.24 | -19.29 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BESS (BESS) |
-65.80%
May 2017 – May 2020 |
-53.70%
May 2015 – May 2020 |
-27.89%
Mar 2016 – Mar 2026 |
-22.80%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BESS (BESS) |
103.28%
Apr 2019 – Apr 2022 |
47.58%
Jan 2020 – Jan 2025 |
-5.63%
Jun 2011 – Jun 2021 |
-20.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart