Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRP (Bluestem Group Inc) | 0.00% | 0.00% | -44.97% | -37.52% | -16.80% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRP (Bluestem Group Inc) | 10/13/2011 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -44.97 | -37.52 | -16.80 | NA | NA | … | … | 0.00 | 0.00 | -16.67 | -73.33 | -16.67 | -28.00 | 593.03 | -48.89 | -28.57 | 7.08 | -62.71 | -38.54 | 20.00 | 35.06 | 62.58 | 12.93 |
| Sharpe Ratio | NA | 0.00 | -0.27 | -0.28 | -0.13 | NA | NA | … | … | 0.00 | -0.03 | -0.09 | -0.60 | -0.71 | -0.23 | 4.02 | -0.31 | -0.37 | 0.06 | -0.82 | -0.65 | 0.24 | 0.64 | 2.56 | 2.11 |
| Standard Deviation(%) | NA | 69.45 | 175.76 | 145.49 | 135.98 | NA | NA | … | … | 0.00 | 99.21 | 270.44 | 129.17 | 25.58 | 123.07 | 146.21 | 161.79 | 81.88 | 107.16 | 76.85 | 59.61 | 82.70 | 54.32 | 24.68 | 36.19 |
| Draw Down(%) | NA | 0.00 | 90.00 | 91.43 | 91.67 | NA | NA | … | … | 0.00 | 50.00 | 90.00 | 80.00 | 25.00 | 50.00 | 48.00 | 80.00 | 55.79 | 50.00 | 70.16 | 55.30 | 42.31 | 31.43 | 10.27 | 12.06 |
| Yield(%) | 0.00 | 0.00 | 11.67 | 4.00 | 6.38 | 12.06 | 9.05 | … | … | 0.00 | 0.00 | 233.33 | 0.00 | 0.00 | 0.00 | 401.74 | 0.00 | 0.00 | 52.17 | 0.00 | 0.00 | 0.00 | 87.87 | 86.57 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRP (Bluestem Group Inc) |
-55.48%
Jan 2021 – Jan 2024 |
-38.57%
Feb 2015 – Feb 2020 |
-24.50%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRP (Bluestem Group Inc) |
63.21%
Jan 2020 – Jan 2023 |
26.26%
Jun 2016 – Jun 2021 |
6.11%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart