Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLUBF (Blue Ribbon Income Fund) | NA | -2.51% | 7.02% | 3.94% | 0.21% | 1.16% | NA | … | … |
Data as of 04/29/2022, Common starting date is 11/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLUBF (Blue Ribbon Income Fund) | 11/16/2005 | 04/29/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | -2.51 | 7.02 | 3.94 | 0.21 | 1.16 | NA | … | … | -2.29 | 13.46 | -7.56 | 18.25 | -29.43 | 2.42 | 27.23 | -35.11 | -16.04 | -5.88 | 6.55 | -0.09 | 21.87 | 114.15 | -55.09 | 10.27 | -17.03 | 15.11 |
| Sharpe Ratio | NA | -0.32 | 0.19 | 0.09 | -0.02 | NA | NA | … | … | -1.46 | 1.58 | -0.17 | 0.93 | -1.79 | 0.18 | 1.45 | -1.61 | -0.83 | -0.45 | 0.39 | -0.01 | 1.10 | 2.43 | -0.98 | 0.35 | -0.49 | 9.13 |
| Standard Deviation(%) | NA | 13.92 | 30.96 | 25.82 | 22.08 | NA | NA | … | … | 4.83 | 13.56 | 46.51 | 18.12 | 17.16 | 9.95 | 18.53 | 21.88 | 19.27 | 13.19 | 16.59 | 23.35 | 19.81 | 46.98 | 56.88 | 20.69 | 41.49 | 24.48 |
| Draw Down(%) | NA | 9.84 | 48.17 | 50.10 | 56.45 | NA | NA | … | … | 2.29 | 6.59 | 48.48 | 9.38 | 32.03 | 5.56 | 9.93 | 38.00 | 28.69 | 12.42 | 16.82 | 26.22 | 15.69 | 16.01 | 65.24 | 16.68 | 25.27 | 1.96 |
| Yield(%) | 0.48 | 3.19 | 5.64 | 5.22 | 3.63 | 2.82 | 2.30 | … | … | 1.44 | 3.59 | 6.14 | 8.19 | 5.78 | 5.99 | 8.93 | 7.33 | 6.99 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/29/2022, Common starting date is 11/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLUBF (Blue Ribbon Income Fund) |
-25.66%
Dec 2005 – Dec 2008 |
-9.83%
Jan 2011 – Jan 2016 |
-5.47%
Mar 2010 – Mar 2020 |
-0.10%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLUBF (Blue Ribbon Income Fund) |
37.64%
Dec 2008 – Dec 2011 |
21.35%
Dec 2008 – Dec 2013 |
7.99%
Nov 2008 – Nov 2018 |
2.60%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart