Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFHJ (Beneficial Holdings Inc) | NA | -99.93% | -67.82% | -60.19% | -57.33% | -50.89% | -51.31% | … | … |
Data as of 03/11/2022, Common starting date is 03/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFHJ (Beneficial Holdings Inc) | 03/13/2000 | 03/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -99.93 | -67.82 | -60.19 | -57.33 | -50.89 | -51.31 | … | … | 0.00 | -30.00 | 468.18 | 486.67 | -70.00 | 0.00 | -90.00 | 100.00 | -84.38 | -36.00 | -66.67 | -81.25 | -75.11 | 4,399.98 | -75.00 | -80.00 | -69.23 | -7.14 | -80.00 | 1,300.00 | -90.00 | -90.00 | -93.33 |
| Sharpe Ratio | NA | -0.13 | -0.11 | -0.12 | -0.12 | NA | NA | … | … | 0.00 | -0.07 | 0.96 | 0.88 | -0.55 | 0.00 | -0.18 | 0.58 | -0.13 | -0.08 | -0.14 | -0.29 | -0.23 | 4.44 | -0.09 | -0.13 | -0.14 | -0.03 | -0.23 | 0.94 | -0.25 | -0.26 | -0.33 |
| Standard Deviation(%) | NA | 767.54 | 627.07 | 504.20 | 487.98 | NA | NA | … | … | NA | 514.58 | 484.53 | 552.92 | 130.81 | 276.29 | 512.31 | 172.13 | 654.79 | 448.94 | 484.59 | 277.97 | 322.88 | 785.47 | 889.54 | 640.96 | 533.14 | 308.52 | 350.83 | 1,403.28 | 371.62 | 345.42 | 311.12 |
| Draw Down(%) | NA | 99.95 | 99.95 | 99.95 | 100.00 | NA | NA | … | … | 0.00 | 86.36 | 88.46 | 87.43 | 85.00 | 85.71 | 90.91 | 54.55 | 96.92 | 98.50 | 80.00 | 95.65 | 93.78 | 95.65 | 85.71 | 84.00 | 88.89 | 85.71 | 86.00 | 70.00 | 90.00 | 90.00 | 93.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/11/2022, Common starting date is 03/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFHJ (Beneficial Holdings Inc) |
-80.00%
Oct 2011 – Oct 2014 |
-75.69%
Sep 2009 – Sep 2014 |
-62.43%
Oct 2004 – Oct 2014 |
-58.59%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFHJ (Beneficial Holdings Inc) |
185.75%
Nov 2018 – Nov 2021 |
85.56%
Apr 2016 – Apr 2021 |
-26.40%
Sep 2011 – Sep 2021 |
-29.85%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison Chart