Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMPCX (Managed Acnt Srs US Mrtg Ptf Invstr C Sh) | 0.00% | 6.72% | 4.75% | 0.54% | 1.50% | 2.18% | NA | … | … |
Data as of 02/03/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMPCX (Managed Acnt Srs US Mrtg Ptf Invstr C 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 | 6.72 | 4.75 | 0.54 | 1.50 | 2.18 | NA | … | … | 0.00 | 7.36 | 4.92 | 5.36 | -14.41 | 1.48 | 4.34 | 5.93 | -0.53 | 1.89 | 1.45 | 0.44 | 6.78 | -1.62 | 7.20 | 4.05 | -5.02 |
| Sharpe Ratio | NA | 1.42 | 0.31 | -0.37 | -0.02 | NA | NA | … | … | -2.06 | 1.57 | 0.31 | 0.27 | -2.26 | 0.67 | 1.08 | 2.32 | -0.72 | 0.53 | 0.64 | 0.16 | 2.47 | -0.43 | 4.48 | 1.43 | -2.31 |
| Standard Deviation(%) | NA | 2.74 | 4.51 | 4.90 | 3.92 | NA | NA | … | … | 1.21 | 2.87 | 4.14 | 6.27 | 7.04 | 2.16 | 3.78 | 1.92 | 2.66 | 2.35 | 1.91 | 2.60 | 2.74 | 3.82 | 1.61 | 2.80 | 23.13 |
| Draw Down(%) | NA | 1.77 | 6.29 | 18.24 | 18.24 | NA | NA | … | … | 0.33 | 1.77 | 2.48 | 6.69 | 17.61 | 1.16 | 6.87 | 0.79 | 2.83 | 1.39 | 3.14 | 1.69 | 0.98 | 4.89 | 0.77 | 1.71 | 5.95 |
| Yield(%) | 0.00 | 4.56 | 4.42 | 2.95 | 2.60 | 2.81 | 2.00 | … | … | 0.00 | 4.94 | 4.82 | 4.06 | 1.90 | 1.38 | 2.12 | 2.44 | 2.58 | 2.17 | 2.03 | 1.87 | 1.52 | 1.90 | 4.24 | 6.05 | 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 |
|---|---|---|---|---|
| BMPCX (Managed Acnt Srs US Mrtg Ptf Invstr C Sh) |
-4.92%
Oct 2020 – Oct 2023 |
-1.45%
Oct 2017 – Oct 2022 |
0.14%
Oct 2012 – Oct 2022 |
2.14%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMPCX (Managed Acnt Srs US Mrtg Ptf Invstr C Sh) |
6.45%
Oct 2022 – Oct 2025 |
3.49%
Mar 2011 – Mar 2016 |
2.96%
Jan 2011 – Jan 2021 |
2.14%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart