Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFS-PE (Saul Centers Inc) | 1.03% | 13.02% | 9.50% | 3.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFS-PE (Saul Centers Inc) | 09/12/2019 | 06/04/2026 |
| 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 (%) | -2.75 | 13.02 | 9.50 | 3.30 | NA | NA | NA | … | … | 1.03 | 13.27 | -2.72 | 29.59 | -23.28 | 23.35 | -3.74 | 7.10 |
| Sharpe Ratio | NA | 0.38 | 0.37 | 0.04 | NA | NA | NA | … | … | -0.07 | 0.51 | -0.31 | 0.89 | -1.28 | 1.80 | -0.06 | 2.38 |
| Standard Deviation(%) | NA | 21.88 | 22.63 | 21.87 | NA | NA | NA | … | … | 23.90 | 20.51 | 20.13 | 29.43 | 19.34 | 12.95 | 65.07 | 10.22 |
| Draw Down(%) | NA | 13.98 | 18.58 | 28.54 | NA | NA | NA | … | … | 9.52 | 13.98 | 14.45 | 17.47 | 27.16 | 7.33 | 51.79 | 4.20 |
| Yield(%) | 0.00 | 7.11 | 7.64 | 5.84 | 4.08 | 2.72 | 2.04 | … | … | 3.39 | 6.98 | 6.44 | 7.59 | 5.48 | 6.38 | 5.64 | 1.76 |
Data as of 06/04/2026, Common starting date is 09/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFS-PE (Saul Centers Inc) |
-4.15%
Nov 2019 – Nov 2022 |
2.81%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFS-PE (Saul Centers Inc) |
22.14%
Mar 2020 – Mar 2023 |
14.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart