Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFCC (BankFirst Capital Corporation) | 31.01% | 63.46% | 21.17% | 22.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFCC (BankFirst Capital Corporation) | 06/10/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 63.46 | 21.17 | 22.91 | NA | NA | NA | … | … | 31.01 | 17.28 | 24.78 | -16.52 | 39.70 | 55.51 | -15.01 | -3.00 |
| Sharpe Ratio | NA | 5.46 | 0.80 | 0.89 | NA | NA | NA | … | … | 6.98 | 1.41 | 0.67 | -0.67 | 1.62 | 2.95 | -0.31 | -0.63 |
| Standard Deviation(%) | NA | 11.40 | 22.74 | 23.15 | NA | NA | NA | … | … | 13.68 | 10.41 | 27.12 | 31.00 | 23.79 | 18.79 | 48.82 | 10.29 |
| Draw Down(%) | NA | 2.67 | 31.23 | 38.02 | NA | NA | NA | … | … | 1.84 | 8.43 | 21.19 | 38.02 | 22.82 | 5.08 | 38.78 | 7.88 |
| Yield(%) | 0.00 | 2.70 | 2.61 | 3.58 | 2.18 | 1.46 | 1.09 | … | … | 0.00 | 2.63 | 3.01 | 2.17 | 2.83 | 3.44 | 2.10 | 1.99 |
Data as of 06/05/2026, Common starting date is 06/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFCC (BankFirst Capital Corporation) |
5.41%
Jul 2019 – Jul 2022 |
8.10%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFCC (BankFirst Capital Corporation) |
33.37%
Mar 2020 – Mar 2023 |
24.27%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart