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
BLLB (Bell Buckle Holdings) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 05/20/2021, Common starting date is 08/26/2003
More Performance Analytics Comparison
Name Start Date End Date
BLLB (Bell Buckle Holdings) 08/26/2003 05/20/2021
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 2008 2007 2006 2005 2004 2003
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 1,466.67 -40.00 66.67 200.00 0.00 -50.00 100.00 0.00 0.00 -50.00 -50.00 0.00 -88.57 -99.65 -50.00 -90.00 -21.87 -1.54
Sharpe Ratio NA 20.57 0.60 0.42 0.13 NA NA 3.84 5.20 -0.21 0.18 0.47 0.00 -0.14 0.24 0.00 0.00 -0.12 -0.12 0.00 -0.29 -0.39 -0.10 -0.28 -0.09 -1.90
Standard Deviation(%) NA 238.21 235.43 359.93 325.44 NA NA 179.80 278.82 194.27 369.97 425.12 463.09 345.58 416.34 NA 170.81 417.06 435.17 425.40 310.46 262.12 521.41 328.43 240.33 2.62
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 64.29 57.14 89.19 92.31 95.00 66.67 94.12 0.00 50.00 66.67 75.00 60.00 96.08 99.68 88.00 92.50 91.79 1.54
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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/20/2021, Common starting date is 08/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLLB (Bell Buckle Holdings) -95.59%
Sep 2005 – Sep 2008
-92.60%
Mar 2004 – Mar 2009
-72.47%
Nov 2004 – Nov 2014
-56.28%
Jul 2004 – Jul 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLLB (Bell Buckle Holdings) 210.72%
Jan 2018 – Jan 2021
144.85%
Feb 2016 – Feb 2021
43.49%
Apr 2011 – Apr 2021
-27.52%
Mar 2006 – Mar 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return