Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFLBF (Bilfinger SE) | NA | 115.79% | 63.13% | 59.05% | 16.75% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFLBF (Bilfinger SE) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 115.79 | 63.13 | 59.05 | 16.75 | NA | NA | … | … | 147.93 | 35.55 | 29.17 | 12.41 | 6.73 | 15.69 | -6.38 | -34.79 | 31.72 | -2.90 | -31.01 | -47.01 | 33.48 | 9.13 |
| Sharpe Ratio | NA | 2.93 | 2.25 | 1.71 | 0.42 | NA | NA | … | … | 5.77 | 1.18 | 1.73 | 0.34 | 1.02 | 0.20 | -0.36 | -0.98 | 1.35 | -0.08 | -0.69 | -1.36 | 2.13 | 1.87 |
| Standard Deviation(%) | NA | 38.50 | 26.55 | 33.22 | 36.43 | NA | NA | … | … | 41.83 | 24.49 | 14.54 | 32.46 | 6.58 | 77.08 | 21.83 | 36.86 | 23.21 | 41.25 | 44.73 | 34.65 | 15.69 | 9.59 |
| Draw Down(%) | NA | 13.82 | 16.50 | 18.99 | 70.56 | NA | NA | … | … | 8.45 | 15.77 | 0.00 | 18.99 | 0.00 | 45.11 | 22.14 | 42.71 | 10.82 | 27.63 | 35.49 | 54.99 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 9.51 | 9.98 | 19.21 | 4.96 | 2.32 | 1.74 | … | … | 10.92 | 4.92 | 6.64 | 12.58 | 6.31 | 4.03 | 3.27 | 2.09 | 2.69 | 1.29 | 3.44 | 2.69 | 4.44 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFLBF (Bilfinger SE) |
-33.05%
Jul 2013 – Jul 2016 |
-24.49%
May 2014 – May 2019 |
-6.48%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFLBF (Bilfinger SE) |
61.40%
Aug 2022 – Aug 2025 |
58.03%
Jul 2020 – Jul 2025 |
16.38%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart