Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BFFAF (BASF SE NA O.N.) | 11.55% | 4.23% | 11.48% | 2.19% | -0.45% | NA | NA | 2.59% |
Data as of 07/03/2025, AR inception is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFFAF (BASF SE NA O.N.) | 10/18/2010 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 4.23 | 11.48 | 2.19 | -0.45 | NA | NA | 2.59 | 11.55 | -12.93 | 16.72 | -24.77 | -5.29 | 13.92 | 9.85 | -33.55 | 28.22 | 24.54 | -5.25 | -15.82 | 16.31 | 41.36 | -10.47 | 12.63 |
| Sharpe Ratio | NA | 0.02 | 0.17 | 0.02 | -0.06 | NA | NA | 0.05 | 0.48 | -0.60 | 0.42 | -0.63 | -0.21 | 0.29 | 0.29 | -1.42 | 1.75 | 0.86 | -0.20 | -0.67 | 0.74 | 1.38 | -0.23 | 2.64 |
| Standard Deviation(%) | NA | 40.99 | 35.07 | 34.47 | 32.28 | NA | NA | 31.97 | 44.55 | 32.83 | 29.92 | 41.79 | 25.85 | 47.21 | 29.40 | 24.54 | 15.86 | 28.23 | 26.13 | 23.71 | 21.95 | 30.20 | 46.10 | 29.51 |
| Draw Down(%) | NA | 26.61 | 26.61 | 52.46 | 61.97 | NA | NA | 61.97 | 26.61 | 20.30 | 21.79 | 47.60 | 24.91 | 44.23 | 25.18 | 42.80 | 6.17 | 16.01 | 26.12 | 30.26 | 14.58 | 23.13 | 42.50 | 9.52 |
| Yield(%) | 0.00 | 0.00 | 6.00 | 5.21 | 4.12 | 5.23 | 3.92 | 5.60 | 0.00 | 6.80 | 7.21 | 5.12 | 5.08 | 4.89 | 5.19 | 3.39 | 6.92 | 4.56 | 7.10 | 6.21 | 2.73 | 3.40 | 2.74 | 0.00 |
Data as of 07/03/2025, AR inception is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFFAF (BASF SE NA O.N.) |
-17.68%
Mar 2017 - Mar 2020 |
-14.00%
Sep 2017 - Sep 2022 |
-3.25%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFFAF (BASF SE NA O.N.) |
19.03%
Aug 2011 - Aug 2014 |
11.83%
May 2012 - May 2017 |
6.79%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart