Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BIF (Boulder Growth & Income Fund Inc) NA -0.41% 11.81% 10.84% 13.50% 6.26% 8.66%
Data as of 06/03/2022, Common starting date is 01/06/1988
More Performance Analytics Comparison
Name Start Date End Date
BIF (Boulder Growth & Income Fund Inc) 01/06/1988 06/03/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988
Annualized Return (%) -1.34 -0.41 11.81 10.84 13.50 6.26 8.66 -4.97 31.63 -1.64 17.33 -2.99 29.34 21.39 -12.72 17.02 34.35 15.34 -6.05 10.10 23.39 -41.22 12.62 50.31 -1.40 14.31 43.70 -29.23 -1.25 16.99 -14.03 12.35 16.06 0.72 26.83 -11.75 10.26 23.27 35.57 -7.72 15.43 6.44
Sharpe Ratio NA -0.04 0.50 0.52 0.80 NA NA -0.60 2.63 -0.05 1.51 -0.25 3.37 1.62 -0.87 1.56 3.19 1.24 -0.27 0.59 0.73 -0.83 0.24 3.03 -0.26 0.66 2.18 -1.09 -0.22 0.70 -1.26 0.59 0.92 -0.17 1.10 -0.64 0.44 1.11 1.33 -0.56 0.46 0.09
Standard Deviation(%) NA 15.46 22.66 19.66 16.34 NA NA 19.75 12.00 34.37 10.55 16.89 8.56 13.10 14.68 10.93 10.74 12.42 22.61 17.03 32.07 50.67 39.46 15.58 13.82 20.31 19.70 27.91 16.37 18.38 13.66 15.35 13.64 16.32 20.82 23.05 18.44 18.64 23.85 23.16 20.94 19.95
Draw Down(%) NA 15.13 34.91 34.91 34.91 NA NA 15.13 7.42 34.91 6.32 16.04 4.30 13.28 19.23 8.20 5.71 11.91 22.53 17.77 34.33 60.14 37.64 13.93 11.80 18.09 8.08 37.42 11.38 11.25 15.70 7.78 4.06 10.61 6.44 19.07 4.55 8.19 5.33 19.48 5.26 5.56
Yield(%) 0.00 3.20 3.96 4.29 6.82 3.70 5.44 1.68 3.68 3.46 3.93 3.07 4.54 5.21 1.73 4.30 6.90 5.02 1.76 1.72 0.00 11.98 14.13 11.43 0.28 1.36 2.00 6.97 8.06 9.25 7.60 7.95 8.44 8.41 9.28 7.95 8.89 10.09 12.27 10.33 10.63 10.09
Data as of 06/03/2022, Common starting date is 01/06/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIF (Boulder Growth & Income Fund Inc) -15.62%
Apr 2007 – Apr 2010
-9.05%
Apr 2007 – Apr 2012
-0.50%
Feb 1999 – Feb 2009
2.25%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIF (Boulder Growth & Income Fund Inc) 34.83%
Apr 2004 – Apr 2007
24.33%
Feb 2003 – Feb 2008
14.34%
Feb 2009 – Feb 2019
11.91%
Feb 2003 – Feb 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return