Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEM (Blue Gem Enterprise) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 05/17/2021, Common starting date is 10/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEM (Blue Gem Enterprise) | 10/26/2009 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 400.00 | 50.00 | 33.33 | 0.00 | -14.29 | -76.67 | 50.00 | 66.67 | -60.00 | -95.71 | -75.00 | 40.00 |
| Sharpe Ratio | NA | 0.30 | 0.22 | 0.13 | -0.08 | NA | NA | … | … | -0.24 | 1.35 | 0.18 | 0.10 | -0.01 | -0.12 | -0.41 | 0.19 | 0.32 | -0.17 | -0.27 | -0.56 | 1.38 |
| Standard Deviation(%) | NA | 334.76 | 313.32 | 250.24 | 267.30 | NA | NA | … | … | 365.01 | 294.21 | 266.18 | 308.93 | 101.24 | 121.59 | 185.61 | 266.65 | 209.15 | 364.05 | 359.53 | 134.85 | 385.39 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 62.96 | 69.23 | 80.00 | 40.00 | 53.85 | 86.00 | 66.67 | 68.00 | 94.00 | 97.50 | 85.07 | 64.18 |
| 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 |
Data as of 05/17/2021, Common starting date is 10/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEM (Blue Gem Enterprise) |
-83.80%
Jan 2010 – Jan 2013 |
-61.49%
Jul 2010 – Jul 2015 |
-43.35%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEM (Blue Gem Enterprise) |
115.44%
Dec 2017 – Dec 2020 |
53.68%
Dec 2015 – Dec 2020 |
-19.09%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart