Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMPAX (Managed Acnt Srs US Mrtg Ptf Invstr A Sh) | -0.11% | 7.39% | 5.46% | 1.26% | 2.25% | 2.94% | NA | … | … |
Data as of 02/03/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMPAX (Managed Acnt Srs US Mrtg Ptf Invstr A Sh) | 12/07/2010 | 02/03/2026 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.39 | 5.46 | 1.26 | 2.25 | 2.94 | NA | … | … | -0.11 | 8.10 | 5.72 | 6.29 | -13.85 | 2.25 | 5.46 | 6.61 | 0.12 | 2.66 | 2.17 | 1.20 | 7.57 | -0.79 | 7.93 | 4.79 | -5.02 |
| Sharpe Ratio | NA | 1.57 | 0.45 | -0.22 | 0.17 | NA | NA | … | … | -3.66 | 1.71 | 0.49 | 0.42 | -2.17 | 1.01 | 1.35 | 2.49 | -0.46 | 0.84 | 0.97 | 0.46 | 2.73 | -0.21 | 4.64 | 1.68 | -2.31 |
| Standard Deviation(%) | NA | 2.91 | 4.60 | 4.97 | 3.99 | NA | NA | … | … | 1.01 | 3.07 | 4.28 | 6.33 | 7.07 | 2.19 | 3.83 | 2.07 | 2.77 | 2.38 | 2.01 | 2.54 | 2.76 | 3.83 | 1.71 | 2.84 | 23.13 |
| Draw Down(%) | NA | 1.77 | 5.98 | 17.56 | 17.56 | NA | NA | … | … | 0.33 | 1.77 | 2.36 | 6.22 | 17.13 | 1.11 | 6.96 | 0.79 | 2.39 | 1.33 | 2.91 | 1.56 | 1.08 | 4.72 | 0.70 | 1.50 | 5.95 |
| Yield(%) | 0.00 | 5.19 | 5.11 | 3.59 | 3.30 | 3.53 | 2.52 | … | … | 0.00 | 5.64 | 5.57 | 4.80 | 2.58 | 2.13 | 3.09 | 3.20 | 3.21 | 2.93 | 2.75 | 2.62 | 2.28 | 2.62 | 5.03 | 6.77 | 0.00 |
Data as of 02/03/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMPAX (Managed Acnt Srs US Mrtg Ptf Invstr A Sh) |
-4.20%
Oct 2020 – Oct 2023 |
-0.68%
Oct 2017 – Oct 2022 |
0.90%
Oct 2012 – Oct 2022 |
2.90%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMPAX (Managed Acnt Srs US Mrtg Ptf Invstr A Sh) |
7.29%
Oct 2022 – Oct 2025 |
4.26%
Mar 2011 – Mar 2016 |
3.73%
Jan 2011 – Jan 2021 |
2.90%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart