Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFS-PD (Saul Centers Inc) | 4.25% | 8.59% | 6.70% | 2.25% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFS-PD (Saul Centers Inc) | 01/19/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 8.59 | 6.70 | 2.25 | NA | NA | NA | … | … | 4.25 | 4.70 | -4.22 | 20.56 | -13.99 | 13.72 | -0.78 | 34.63 | -9.24 |
| Sharpe Ratio | NA | 0.34 | 0.27 | -0.01 | NA | NA | NA | … | … | 1.11 | 0.09 | -0.47 | 0.63 | -0.73 | 1.26 | -0.02 | 2.83 | -0.69 |
| Standard Deviation(%) | NA | 15.80 | 19.43 | 19.87 | NA | NA | NA | … | … | 10.32 | 20.04 | 16.68 | 27.14 | 21.20 | 10.83 | 51.55 | 11.71 | 16.19 |
| Draw Down(%) | NA | 9.32 | 14.86 | 23.90 | NA | NA | NA | … | … | 5.94 | 9.32 | 13.41 | 16.56 | 22.60 | 6.25 | 48.70 | 3.30 | 13.95 |
| Yield(%) | 0.00 | 7.40 | 7.19 | 5.81 | 5.22 | 3.48 | 2.61 | … | … | 3.71 | 7.17 | 4.97 | 7.34 | 5.87 | 6.32 | 6.90 | 7.10 | 5.83 |
Data as of 06/05/2026, Common starting date is 01/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFS-PD (Saul Centers Inc) |
-2.80%
Nov 2019 – Nov 2022 |
1.71%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFS-PD (Saul Centers Inc) |
17.65%
Mar 2020 – Mar 2023 |
12.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart