Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLUIX (Blueprint Adaptive Growth Allocation Fund Institutional Class) | 12.50% | 28.00% | 17.79% | 8.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLUIX (Blueprint Adaptive Growth Allocation Fund Institutional Class) | 04/01/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 28.00 | 17.79 | 8.23 | NA | NA | NA | … | … | 12.50 | 13.01 | 19.29 | 12.11 | -18.29 | 15.50 | 19.89 |
| Sharpe Ratio | NA | 1.91 | 1.10 | 0.47 | NA | NA | NA | … | … | 1.79 | 0.68 | 1.30 | 0.82 | -1.75 | 1.50 | 2.40 |
| Standard Deviation(%) | NA | 13.24 | 13.31 | 12.35 | NA | NA | NA | … | … | 15.61 | 14.94 | 12.06 | 10.35 | 11.34 | 10.35 | 11.32 |
| Draw Down(%) | NA | 9.25 | 15.93 | 21.54 | NA | NA | NA | … | … | 9.25 | 15.93 | 8.01 | 8.46 | 19.33 | 5.22 | 6.63 |
| Yield(%) | 0.00 | 4.79 | 2.46 | 1.51 | 1.01 | 0.68 | 0.51 | … | … | 0.00 | 4.76 | 0.58 | 0.74 | 0.41 | 0.52 | 0.39 |
Data as of 06/04/2026, Common starting date is 04/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLUIX (Blueprint Adaptive Growth Allocation Fund Institutional Class) |
1.80%
Sep 2020 – Sep 2023 |
6.61%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLUIX (Blueprint Adaptive Growth Allocation Fund Institutional Class) |
18.12%
May 2023 – May 2026 |
9.39%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
