Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BMRPF (B&M European Value Retail S.A) | -21.81% | -37.05% | -6.01% | 1.52% | 0.10% | NA | NA | 0.46% |
Data as of 07/25/2025, AR inception is 05/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMRPF (B&M European Value Retail S.A) | 05/14/2015 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.30 | -37.05 | -6.01 | 1.52 | 0.10 | NA | NA | 0.46 | -21.81 | -31.06 | 47.44 | -39.66 | 29.75 | 45.55 | 60.33 | -31.70 | 56.12 | -32.76 | 0.58 |
| Sharpe Ratio | NA | -0.65 | -0.15 | -0.01 | -0.03 | NA | NA | -0.02 | -0.60 | -0.52 | 0.71 | -0.65 | 0.50 | 0.80 | 2.02 | -1.14 | 2.58 | -1.42 | 0.18 |
| Standard Deviation(%) | NA | 61.81 | 63.90 | 62.15 | 48.97 | NA | NA | 48.51 | 64.12 | 66.16 | 61.92 | 63.32 | 59.98 | 56.57 | 29.13 | 29.10 | 21.57 | 23.20 | 4.93 |
| Draw Down(%) | NA | 43.77 | 52.86 | 63.32 | 63.32 | NA | NA | 63.32 | 30.58 | 41.59 | 18.88 | 62.67 | 19.50 | 43.59 | 20.32 | 40.51 | 4.87 | 32.76 | 3.33 |
| Yield(%) | 0.00 | 6.74 | 8.16 | 10.29 | 5.08 | 3.53 | 2.65 | 5.30 | 7.25 | 6.73 | 6.66 | 2.00 | 9.25 | 8.02 | 2.29 | 1.54 | 0.60 | 0.40 | 1.00 |
Data as of 07/25/2025, AR inception is 05/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRPF (B&M European Value Retail S.A) |
-18.66%
Feb 2022 - Feb 2025 |
-4.15%
Sep 2017 - Sep 2022 |
1.56%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMRPF (B&M European Value Retail S.A) |
44.67%
Dec 2018 - Dec 2021 |
26.42%
Dec 2016 - Dec 2021 |
1.56%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart