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
BMPEX (BECK MACK & OLIVER PARTNERS FUND BECK MACK & OLIVER PARTNERS FUND) -8.00% 1.06% 12.01% 6.80% 10.94% 8.50% NA
Data as of 06/03/2026, Common starting date is 12/02/2009
More Performance Analytics Comparison
Name Start Date End Date
BMPEX (BECK MACK & OLIVER PARTNERS FUND BECK MACK & OLIVER PARTNERS FUND) 12/02/2009 06/03/2026
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 2009
Annualized Return (%) -1.53 1.06 12.01 6.80 10.94 8.50 NA -8.00 7.23 21.45 32.28 -21.11 53.67 5.07 32.35 -15.08 17.86 10.53 -14.94 -3.13 20.27 20.62 6.39 17.58 1.18
Sharpe Ratio NA 0.14 0.61 0.25 0.45 NA NA -0.88 0.22 0.97 1.73 -0.83 3.52 0.11 2.06 -0.93 1.85 0.59 -0.86 -0.28 2.07 1.58 0.26 0.97 1.84
Standard Deviation(%) NA 15.72 17.17 19.50 21.28 NA NA 18.43 19.92 15.38 16.34 27.18 15.23 41.86 15.06 17.70 9.36 17.52 17.44 11.26 9.79 13.16 24.03 18.08 8.65
Draw Down(%) NA 17.81 22.53 29.46 42.17 NA NA 17.33 20.39 8.00 11.82 28.02 7.81 42.17 9.27 27.84 4.45 14.13 22.10 15.16 5.59 11.13 19.05 13.60 1.38
Yield(%) 0.00 0.00 0.01 0.01 0.28 3.05 3.09 0.00 0.00 0.00 0.04 0.03 0.00 0.62 0.56 0.00 0.10 1.16 15.08 5.70 6.88 3.82 12.03 5.23 0.00
Data as of 06/03/2026, Common starting date is 12/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMPEX (BECK MACK & OLIVER PARTNERS FUND BECK MACK & OLIVER PARTNERS FUND) -4.78%
Feb 2013 – Feb 2016
-1.84%
Dec 2013 – Dec 2018
4.13%
Mar 2010 – Mar 2020
8.13%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMPEX (BECK MACK & OLIVER PARTNERS FUND BECK MACK & OLIVER PARTNERS FUND) 28.80%
Dec 2018 – Dec 2021
21.82%
Mar 2020 – Mar 2025
12.75%
Jan 2016 – Jan 2026
11.20%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return